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Understanding Triggers, Actions and Conditions

Automation workflows are built from three core elements.

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Written by John Falomo
Updated over a week ago

Triggers

A trigger defines when a workflow starts.

Common triggers:

  • Form submission

  • Appointment booking

  • Payment completed

  • Tag added

Triggers start the automation.


Actions

Actions define what happens.

Examples:

  • Send an email

  • Create a task

  • Move a contact in a pipeline

  • Add or remove a tag

Actions run automatically once triggered.


Conditions

Conditions define if something should happen.

Examples:

  • If a contact has a specific tag

  • If a payment was completed

  • If a field contains certain data

Conditions prevent incorrect actions.


How They Work Together

Trigger β†’ Conditions β†’ Actions

You do not need to build workflows manually to understand this logic.

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