Platform
Trigger
A trigger is an event or condition that starts, resumes, changes, or stops an automated workflow.
A trigger is an event or condition that starts, resumes, changes, or stops an automated workflow.
What Trigger means
A trigger is an event or condition that starts, resumes, changes, or stops an automated workflowWorkflowA workflow is a defined sequence of steps, decisions, actions, delays, and outcomes used to complete a business process..
Triggers can originate from forms, calls, messages, CRMCRMA CRM is the system used to manage leads, contacts, accounts, opportunities, activity, ownership, and follow-up. changes, calendars, APIs, schedules, or human actions. A reliable trigger includes enough identity and context to select the correct record and prevents duplicate delivery from starting the same work twice.
How it works
The source emits an event or the workflow detects a condition. EligibilityEligibilityEligibility is the set of conditions that determines whether a prospect can move to a service, quote, appointment, application, or specialist. checks verify consent, current state, ownership, and timing before actions begin. The system records the trigger and uses idempotency or deduplication to handle retries safely.
Practical use cases
Starting follow-up from a new form submission
Recovering a missed inbound call
Stopping outreach when a lead status changes
Define the event precisely. A vague trigger such as record updated can create loops and irrelevant actions unless the changed field and required state are specified.
Frequently asked questions
Why does Trigger matter?
Define the event precisely. A vague trigger such as record updated can create loops and irrelevant actions unless the changed field and required state are specified.
What is the difference between a trigger and an action?
The trigger explains why and when a workflow starts or changes. An action is what the workflow does, such as call, text, update a CRM, book, or route.
Source: Thoughtly’s integrations page.
Related concepts: webhookWebhookA webhook sends event data from one system to another through an HTTP request when a defined event occurs., workflow, cadenceCadenceA cadence is a planned sequence of calls, texts, emails, delays, and retries used to follow up until a lead responds, books, opts out, or becomes inactive., crm updatesCRM updatesCRM updates are changes written after or during a conversation, such as status, notes, owner, next step, appointment, or disposition..