Triggers
A trigger is the event that starts a workflow: a DM, a comment, a form, a booking, a payment and more. Every workflow has one. Pick it first, then add filters to narrow it down.
Instagram 10 X (Twitter) 3 Facebook 5 WhatsApp 1 LINE 3 Time-Based 3 Email 4 Tracked Links 1 Do Not Disturb 1 SMS 2 AI Calls 1 Calls 5 Team 3 Accounts 2 Contact Events 7 Pipeline 6 Documents 4 Appointments 1 Payments & Invoices 20 Forms & Surveys 5 Google Business 1 Meta Ads 3 Integrations 1 Competitor Intel 2 Social Listening 1 Shopify 6 Whop 6 Affiliate Program 8
Social media interactions
- Instagram Message User sends a DM
- Post or Reel Comments User comments on your Post or Reel
- New Post / Reel You publish a new post or reel (narrow it by a caption keyword in Filters)
- Story Reply User replies to your Story
- Live Comments User comments on your Live
- Message Sent (Outgoing) You send a DM to a lead
- Message Seen A lead opens a DM you sent them
- Story Mention User mentions you in their story
- Tagged in Post User tags you in a post
- Conversation Message Count Conversation reaches a specific message count
X (Twitter)
X DMs
Messenger and Lead Ads
- Messenger Message User sends a message on Messenger
- Lead Form Submitted User submits a Facebook Lead Ads form
- Facebook Comment Received Someone comments on your Facebook Page post or ad
- Facebook Review Received Someone leaves a recommendation (positive/negative) on your Page
- Facebook Page Mentioned Your Page is mentioned in a post or comment
WhatsApp Business conversations
LINE
LINE Official Account conversations
Time-Based
Scheduled and time-based triggers
Opens, clicks, bounces & unsubscribes
Tracked Links
Someone taps one of your short links
Do Not Disturb
Contact opts out of a channel
SMS
Text message replies & delivery
AI Calls
Retell AI voice agent calls
Calls
Inbound & outbound phone calls
- Incoming Call A call is coming in to your number Business+
- Call Completed A call has finished (answered, missed, or ended) Business+
- Recording Ready Call recording has been processed and is available Business+
- Missed Call Inbound call you didn’t answer (no-answer or busy) Business+
- Voicemail Received Someone left you a voicemail on your number Business+
Team
Team member events
Accounts
Account connection and status events
Contact Events
CRM and contact changes
- Customer Replied A lead replies to you on any channel (DM, email, SMS, iMessage, WhatsApp)
- Contact Created New contact is added to CRM
- Contact Updated Contact information is changed
- Tag Added Tag is added to a contact
- Tag Removed Tag is removed from a contact
- Custom Variable Changed Custom variable value is updated
- Summary Requested AI conversation summary is requested
Pipeline
Opportunity and deal events
- Opportunity Created New opportunity is created Business+
- Stage Changed Opportunity moves to different stage Business+
- Opportunity Status Changed When a deal is marked open, won, lost or abandoned Business+
- Payment Received A payment on a deal is marked received Coming soon Business+
- Payment Overdue A payment on a deal has not arrived by its due date Coming soon Business+
- Payment Plan Finished The last payment on a deal has been received Coming soon Business+
Documents
E-signature document events
Appointments
Booking, calendar, and meeting events
Payments & Invoices
Stripe + invoice lifecycle events
- Invoice Created New invoice is generated Business+
- Invoice Sent Invoice is sent to customer Business+
- Invoice Paid Invoice is fully paid Business+
- Invoice Overdue Invoice passes due date Business+
- Partial Payment Invoice receives partial payment Business+
- Quote Sent A quote/proposal is sent to a client Business+
- Quote Viewed The client opens the quote for the first time Business+
- Quote Accepted The client accepts (e-signs) the quote Business+
- Quote Declined The client declines the quote Business+
- Quote Expired A sent quote passes its valid-until date Business+
- Quote → Invoice An accepted quote is converted to an invoice Business+
- Client Billing Turned On Billing for what they use was switched on for a client Business+
- Client Added A Card A client saved a card for billing Business+
- Client Paused, No Card A client's paid activity was paused because no card was added in time Business+
- Checkout Abandoned Contact opens a checkout and does not pay
- Stripe Subscription created, trial started/ending/converted/canceled, payment received - pick the event after selecting. Business+
- FanBasis Payment Received Buyer pays via a FanBasis checkout session Business+
- FanBasis Subscription Created Buyer starts a FanBasis recurring subscription Business+
- FanBasis Subscription Canceled Buyer cancels their FanBasis subscription Business+
- FanBasis Webhook (Any Event) Catch-all for any FanBasis webhook event Business+
Forms & Surveys
Form submissions and surveys
- Form Submitted Contact submits a form Business+
- Form Started (didn’t finish) Contact enters their email or phone but doesn’t submit. Chase the drop-offs
- Form Payment Received Contact pays through a form’s Payment question
- Survey Completed Contact finishes a survey
- Website Activity A known lead is active on your website (needs the Inflowave pixel)
Google Business
Google Business Profile events
Meta Ads
Facebook & Instagram ad automation
- Ad Rule Triggered An ad automation rule condition is met (e.g., high CPL, low CTR) Business+
- Ad Went Live One of your Meta ads starts delivering for the first time - post the link, alert the team, tell the client Business+
- Ad Comment Received Someone comments on one of your (or your client’s) Facebook/Instagram ads Business+
Integrations
External systems and webhooks
Competitor Intel
React when competitors post
Shopify
Shopify commerce events
- Order Created A new order is placed in the connected Shopify store
- Order Paid An order is marked paid (financial_status = paid)
- Product Purchased A specific product is purchased. Scope by product, gate with conditions
- New Customer A new customer is created in Shopify
- Order Cancelled An order is cancelled in Shopify
- Refund Created A refund is issued against an order
Whop
Whop membership & payment events
- Payment Succeeded A payment succeeds in the connected Whop business Business+
- Membership Activated A member gains access in Whop (new, renewed, or trial start) Business+
- Membership Deactivated A membership becomes invalid in Whop (cancelled or expired) Business+
- Refund Created A refund is issued in the connected Whop business Business+
- Checkout Abandoned Contact opens a checkout from your form or proposal and does not pay
- Whop: Dispute / Chargeback A buyer opens a dispute or chargeback against a Whop payment Business+
Affiliate Program
Referral signups, payments and affiliate rewards
- Someone signed up with an affiliate link A person signed up through an affiliate referral link Business+
- A referred account paid An account that came through an affiliate link made its first payment Business+
- A new affiliate joined A new affiliate was accepted into the affiliate program Business+
- Affiliate commission earned An affiliate earned a commission on a referral Business+
- Affiliate reward pending An affiliate reward was approved and is waiting to be paid Business+
- Affiliate reward paid An affiliate reward was paid out Business+
- A sub-affiliate joined Someone joined the program through an affiliate's recruit link
- Sub-affiliate commission earned An affiliate earned a cut of a sale made by someone they recruited
Social Listening
React to public conversations about your market