Triggers are events that kickstart workflows in Scalendo, leading to various actions being performed. Triggers follow chronological order and initiate specific automated responses. Each workflow begins with at least one trigger that determines when the workflow should run.
Below is the complete list of all workflow triggers, organized by category.
Contact Triggers
- Birthday Reminder — Fires on or around the contact's birthday using the offset you set.
- Contact Changed — Fires when specified contact fields change to values you define.
- Contact Created — Fires when a new contact record is added to the CRM.
- Contact DND — Fires when a contact's Do Not Disturb preference is turned on or off.
- Contact Tag — Fires when a selected tag is added to or removed from a contact.
- Custom Date Reminder — Fires before, on, or after a chosen custom date field on the contact.
- Note Added — Fires when a new note is added on the contact.
- Note Changed — Fires when an existing contact note is edited.
- Task Added — Fires when a task is created for the contact.
- Task Reminder — Fires when the task's reminder time is reached.
- Task Completed — Fires when a task for the contact is marked completed.
- Contact Engagement Score — Fires when the engagement score meets your configured rule.
Events Triggers
- Inbound Webhook — Fires when data is received at the workflow's webhook URL.
- Scheduler — Fires on a time-based schedule without needing a contact.