Triggers
Automating your chatbot processes can significantly enhance user interactions and streamline data management. By setting up triggers, you can seamlessly sync user actions, such as email opt-ins, with your CRM or Google Sheets, ensuring efficient data flow and improved customer en
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Automating your chatbot processes can significantly enhance user interactions and streamline data management. By setting up triggers, you can seamlessly sync user actions, such as email opt-ins, with your CRM or Google Sheets, ensuring efficient data flow and improved customer engagement.
Triggers allow you to automate specific processes within your chatbot. For instance, if a user opts in for emails, you can automatically sync this information with a CRM or Google Sheet.
To access the trigger section, navigate to the left-hand menu, select 'Automation,' and then choose 'Triggers.' Here, you can create a new trigger by clicking the blue '+ New trigger' button at the top right.
After clicking, you'll see a list of available triggers to choose from:
Creating a New Trigger
Consider a trigger for when a payment is made within your chatbot. Click the blue '+ New trigger' button and select the 'Order Paid' trigger.
A new pop-up window will appear, allowing you to configure the details of your trigger.
In this window, you can enable or disable the trigger, set conditions for activation based on user filters, and add notes for clarity.
This feature is particularly useful when collaborating with a team or creating templates that require clear explanations.
Once you've configured your trigger, click the 'Save' button at the bottom right to proceed.
Choosing Your Sub Flow
With your trigger set up, the next step is to add an action. Do this by clicking the 'Choose Sub Flow' option next to the trigger.
This action opens a pop-up window where you can select the flow to connect when the trigger is activated.
You can also search for your flow by typing its name. Once selected, you'll return to the Trigger overview.
From the Trigger overview, you have several management options for your triggers.
Managing Your Triggers
To manage your triggers, you have two main options:
Enable or disable them using the slider next to each trigger.
Edit trigger settings, where you can also delete the trigger if needed.
Triggers Overview
Here's a list of triggers and their uses:
New User
This trigger activates when a new bot user enters the bot, but not when a user is manually created.
User Subscribed to Bot
This trigger activates when a Bot_User subscribes to the bot.
User Unsubscribed from Bot
This trigger activates when a Bot_User unsubscribes from the bot.
User Opted-in for Email
This trigger activates when a Bot_User opts in for email, either manually or through a flow.
User Opted-out for Email
This trigger activates when a Bot_User opts out of email, either manually or through a flow.
User Opted-in for SMS
This trigger activates when a Bot_User opts in for SMS, either manually or through a flow.
User Opted-out for SMS
This trigger activates when a Bot_User opts out of SMS, either manually or through a flow.
Conversation is Open
This trigger activates when a Bot_User's conversation is moved to the 'Open' folder in live chat.
Conversation is Pending
This trigger activates when a Bot_User's conversation is moved to the 'Pending' folder in live chat.
Conversation is Done
This trigger activates when a conversation is moved to the 'Done' folder in live chat.
Conversation is Invalid
This trigger activates when a conversation is moved to the 'Invalid' folder in live chat.
Chat Assigned to an Agent
This trigger activates when a Bot_User is assigned to an agent, either manually or through a flow.
User Field Value Changed
This trigger activates when a specified user field value changes for a bot user.
Moved to Board
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Error Logged
Tag Added
This trigger activates when a tag is added to a Bot_User.
Tag Removed
This trigger activates when a tag applied to a Bot_User is removed.
Label Added
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Label Removed
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Subscribed to Sequence
This trigger activates when a Bot_User subscribes to a sequence.
Unsubscribed from Sequence
This trigger activates a sub-flow when a Bot_User unsubscribes from a sequence.
Date/Time Based Trigger
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Order Paid
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Order Processing
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Order Shipped
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Order Completed
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Order Cancelled
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Order Refunded
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WhatsApp Welcome Message
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WhatsApp Order Received
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WhatsApp Product Enquiry
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WhatsApp Ad Referral
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Facebook Ad Referral
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Facebook LeadGen
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Stripe Invoice Payment Succeeded
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Stripe Invoice Payment Failed
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CRM V2 Webhook
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Shopify Webhook
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Woocommerce Webhook
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User Ended Web Chat
This trigger activates a sub-flow when a Bot_User ends their conversation, which is useful for webchat channels to remove unnecessary users.
Calendly - Booked
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Calendly - Rescheduled
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Calendly - Cancelled
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Mentioned in Story
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Story Replied
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Media Post Shared
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