The Goal Event Workflow Action enables tracking of specific milestones and behavioral actions—such as link clicks, form submissions, appointment confirmations, or payments. When contacts meet defined goals, the system automatically adjusts their workflow path, creating more intelligent and responsive automations.
Goal Events function as dynamic checkpoints within workflows that automatically guide contacts toward desired outcomes. The system instantly moves contacts to defined goal steps when they meet specific conditions, regardless of their current position in the workflow.
Automation Efficiency: Automatically skip steps or conclude workflows upon goal achievement
Improved Engagement: Instantly respond when contacts click, open, or perform desired actions
Simplified Logic: Replace multiple triggers and conditional branches with a single smart event
Enhanced Tracking: Monitor email interactions, link clicks, tags, appointments, and payments
Customizable Actions: Define exactly what occurs when goals are met or unmet
Form Submitted: Reacts to one or more form submissions. Multi-select dropdown allows workflows to respond when contacts complete any selected form.
Payment Received: Triggers actions based on payment events, filterable by success/failure status and product type.
Document Status: Tracks lifecycle events on proposals and contracts—Viewed, Signed, Declined, or Completed.
Email Events: Detects contact interactions including Opens, Clicks, Unsubscribes, Complaints, and Spam reports.
Clicked a Trigger Link: Monitors when contacts click specific tracked links within messages.
Contact Tag Added or Removed: Reacts when specific tags are added to or removed from contact records.
Appointment Status: Monitors appointment status changes such as New, Confirmed, or Showed.
Step 1: Navigate to Automation → Workflows and create a new workflow
Step 2: Click the + button and select Goal Event under Internal