User Guide
  • What is Workevo?
  • Getting Started
    • The Workevo Glossary
  • Profiles Management
    • About Profiles
    • Create New Profile
    • How do Filters Work?
    • What is an Audience?
    • Group Your Profiles by Tag
    • Edit or delete tags
    • Create a New Company
    • Group Your Profiles by Company
  • Data Connection
    • Import your contact data into Workevo
    • How to enrich your contact data?
    • Know every contact and company personally in Workevo
    • Get valuable customer insights from day one
    • How to send one-to-one email to a contact?
    • Saved email templates explained
    • Email tracking explained
  • Workflow Automation
    • Workflow automation overview
    • Automation templates overview & Ideas Hub
    • The automation builder explanation
    • Creating an automation walkthrough
    • Automation triggers explained
    • Automation actions explained
    • Email builder overview
    • Personalization tags explanation
  • Web Forms
    • How to create a form
    • Understanding form statistics
  • Tracking
    • Tracking contact data in Workevo
    • Send custom contact attributes to Workevo
    • Track conversions and clicks with UTM parameters
    • Customize Workevo to be about your customers
    • Custom attributes and events: what's the difference?
    • Track Events in Workevo
    • Set up event tracking in Workevo
    • How to collect valuable data?
    • Custom data planning tool
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  • Contact is added
  • Tags is added
  • Tags is removed
  • Properties change
  • Website visited

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  1. Workflow Automation

Automation triggers explained

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Last updated 4 years ago

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"Activation" is the condition for starting automation. With them, you can specify exactly how the contact will be added to automation so they can proceed to the next steps in your process. You can add multiple triggers so you can start automation in a variety of ways.

This section explains each trigger, including how they work and when you may want to use them. Understanding each trigger will give you more ideas to start automation.

Contact is added

This trigger starts automation when a contact is added to your contact list. Contacts can be added manually, entered, or via tracking code.

You can use this trigger to:

  • Send "Welcome email"

  • Create an onboarding sequence

Tags is added

This trigger starts automation when a tag you specify is applied to a contact. Tags can be used to contacts from their profile page when importing, automation steps, bulk edits, or third-party integration.

Note: If you delete a Tag and then add it back to the contact, that contact will be activated again in that automation.

You can use this trigger to:

  • Start a message thread.

  • End of another automation

Tags is removed

This trigger starts automation when a tag you specify is removed from a contact.

You can use this trigger to:

  • End of another automation.

  • Start the next series of messages.

  • Adjust a contract or agreement.

Properties change

This trigger starts automation when a contact attribute you specify is updated.

For example, you can start your automation if a field changes to an "any" value or a specific value. You can also begin your automation if an attribute changes from an "any" value or particular value.

You can use this trigger to:

  • Send a tracking sequence.

  • Inform everyone in your organization that the property has been updated.

  • Create an agreement based on that property change.

Website visited

This trigger starts automation when a website is accessed. You can choose a specific website, "any" website, or a group of sites.

This activation requires that you have set up website tracking on your site.

You can use this trigger to:

  • Email tracking.

  • Adjust contact or deal.

  • Apply the interest rate.