Automation launch triggers

With SendPulse, you can send automations using launch triggers in Email, CRM and Courses services, and sending custom events.

Click a trigger category, and select a trigger.

Email service trigger

Add subscriber

The Add subscriber trigger launches an automated flow when a subscriber is added to the selected mailing list. Select a mailing list you want to track.

Email addresses can be added from different sources. For example, you can add them to a mailing list manually, via integrations with external resources, using the Add emails to a mailing list API method, via subscription forms made with our bulk email and pop-up services or website builder, when adding a bot subscriber, or when copying or moving a subscriber in Automation360.

You can also run an automated flow for an entire mailing list again. Learn more: How to Run an Automated Flow for a Mailing List.

It is possible to limit the number of scenario launches and choose the frequency of flow launches for repetitive events. For example, if a customer hasn't paid for their orders from different sellers on the marketplace, you can configure your automated pipeline to not send abandoned cart notifications for each order separately.

Turn on the Start when contact is added to the flow again toggle. In the next field, choose the frequency: Everytime, Once a week, Once a month, or Custom, where you can set your own number of days.

Special date

Start your flow with the Special date trigger, when you need to start the sequence after the variable with a Date data type on your mailing list gets a specific value.

Special date events are usually used to send clients messages on important dates or to inform customers about the upcoming expiration of their subscription. Naturally, the mailing list must contain that variable.

Contact webhook

Starting your flow with the Contact webhook trigger tracks actions of subscribers, who have somehow reacted to an email: opened it or clicked a link in the message.

Change variable

Start your flow with the Change variable trigger, when the value of a specific variable on the mailing list changes. To choose this type specify a mailing list that will be monitored for updates.

This event also offers an option to set a specific value for the variable to trigger the flow starts when the variable receives it.

CRM trigger

Create deal

The Create deal trigger launches an automation flow when a deal is created in CRM.

Select a pipeline, and add additional conditions you want to track: deal stage and deal source.

You can set a limit for your flow launches. For example, send messages asking for feedback no more than once every 30 days, even if a customer makes orders more often.

Turn on the Start when contact is added to the flow again toggle, and choose the frequency: Everytime, Once a week, Once a month, or Custom, where you can set your own number of days.

You can also send a campaign using all contact info specified in a CRM contact card, for example, send it to several phone numbers or email addresses. To send messages using only primary contact info from CRM cards, turn off the Send to all contact's email addresses or phone numbers toggle.

Change deal stage

With the Change deal stage event, a flow starts when a deal stage changes, for example, from In progress to Successfully closed. You can also start your flow by changing the deal type and source.

Change deal field

This trigger starts a flow when the value of a specific variable in a CRM deal changes. For example, you can send a heads-up to your customers when their deal price is modified.

This event also offers an option to set a specific variable value that will trigger your flow.

Overdue deal date

The Overdue deal date trigger starts a flow when a deal’s due date expires. You can use it to convert customers or remind them about the deal.

Select a pipeline, and add conditions you want to track (deal stage and deal source). You can set a limit for your flow launches. For example, you can send messages asking for feedback no more than once every 30 days, even if a customer makes orders more often.

Add new contact

This trigger starts a flow when a new contact is added to your CRM system. For example, you can use this trigger to send a welcome email to a new customer. You can also send your automated flow to all email addresses and phone numbers.

Learn more: How to manage contacts.

Tag assignment

This trigger starts a flow when a tag is assigned to a contact in your CRM system. For example, you can use this trigger to segment message recipients. You can select an existing tag you created for your CRM contacts.

Learn more: How to Manage Contact Attributes: Tags

Variable update

This trigger starts a flow when the value of a specific variable in a CRM contact changes. For example, when the contact’s location or deal benefits are modified.

This event also offers an option to set a specific variable value that will trigger your flow.

Add task

This trigger starts a flow when a new task is added to your CRM system. For example, you can use this trigger to automatically create a task to call a lead if they are at the "New Leads" stage and set a deadline for this task (24 hours).

If multiple contacts are linked to this task, your campaign will be sent to all of them

Select the board and task status to be tracked: All, New, In Progress, or Done.

Select a flow start option for when a contact is added to the flow again: Everytime, Once a week, Once a month, Once a year, or Custom.

Read more: How to create a task.

Change task stage

This trigger starts a flow when a task status is updated in the CRM system. For example, you can use this trigger if a deal remains within the "New Leads" stage for 3 days after its creation, and you want to check why the lead hasn’t been contacted.

Select the boards and task statuses to be tracked — the flow will be triggered when transitioning from one status to another.

Read more: How to work with tasks.

Course trigger

Add student

This trigger starts a flow when a student registers for a course. Students can enroll in a course themselves, or instructors can add them and send invitation emails.

Receive the students’ payment

This trigger starts a flow when a student successfully pays for a course. For example, you can send a student an automated message about their successful payment and start onboarding them.

Grant course certificate

This trigger starts a flow when a student receives a certificate. For example, you can use this trigger to congratulate students with their successful course completion and show where they can download a certificate.

Complete course

This trigger starts a flow when a student meets all course completion criteria. For example, you can congratulate students with their successful course completion and recommend a new course.

Add new lesson to course

This trigger can help you notify students about new lessons instantly.

Limit course access time

This trigger starts a flow when a student’s course access expires — you can set students’ course limits in the settings. For example, you can use this trigger to send an automated notification to a student whose course access has expired.

Complete lesson

This trigger starts a flow when a student successfully completes your selected course lesson. For example, you can automatically send an email to congratulate your student on their course completion and invite them to sign up for your other courses.

Custom event trigger

An event is a trigger that you need to integrate with your server and send to SendPulse to run a flow.

Read more: How to create events.

Select an event to start a flow.

You can also use the Use variables from the mailing list option if, for example, you cannot pass data via an event.

Contact info in a mailing list has to match the email or phone variables in an event so that you can use their values for a contact.

View element statistics

To view information about a start element, exit the editor, and hover over the required element in the Flow tab. You will see how many times it was executed.

To view detailed information about an element, click it. A panel with your element settings and statistics will open.

In the first section, you can click an element ID and start editing the element.

You cannot change your flow start trigger, but you can edit its additional settings.

In the second section, you can find detailed information about your start trigger. If you have an email service trigger, you will go to your mailing list; if you have a custom event trigger, you will go to your event settings; and if you have a CRM trigger, you will go to your pipeline.

In the last section, you can find your contacts and dates when your automation was last launched for them. You can also filter your results and export them.

Last Updated: 09.10.2024