Supported Ask AI Trigger Events
Ask AI Triggers listen for real-time CRM updates across core account entities.
The supported event types include:
Contact Created: Runs a skill immediately when a new contact record is created in the account.
Lead Tag: Executes a skill when a specified tag is added to or removed from a contact.
Form Submitted: Triggers a skill upon submission of a specific form.
Survey Submitted: Triggers a skill upon completion of a specific survey.
Appointment Booked: Runs a skill when an appointment is booked on a selected calendar.
Appointment Status: Executes when an appointment status changes to confirmed, canceled, or rescheduled.
Opportunity Created: Triggers when a new opportunity enters a pipeline.
Opportunity Status Changed: Fires when an opportunity stage or status changes.
Facebook Lead: Runs when a new lead arrives through a connected Facebook Lead form.
Schedule: Executes a skill based on a defined time interval or cron schedule.
How to Configure an Ask AI Trigger in Skill Settings
Follow these steps to manually attach an automated trigger to a custom skill.
In the left navigation, click Customize.
2. Under the Customize menu, select Skills and click the + icon to create a new skill, or select an existing custom skill from your list.
3. Locate the Triggers section inside the skill configuration and click + Add Trigger.
4. Select your required trigger event type from the modal list.
5. Define the specific conditions for the event, such as the exact form name, tag name, or pipeline stage.
6. Toggle the trigger status to Enabled.
7. Save the skill configuration to activate real-time monitoring.
How to Create Skills and Triggers Using Ask AI Chat
You can build and deploy an automated skill conversationally without navigating manual settings menus.
Open Ask AI and start a new conversation.
Enter a natural language command describing the skill purpose and the triggering event (for example: "Create a skill that sends a welcome message when a new contact is created").
Review the proposed skill instructions, event type, and conditions generated by Ask AI.
Provide any required adjustments to the trigger parameters in the chat thread.
Confirm the setup when prompted to save the skill and enable the trigger immediately.
How to Monitor Trigger History
The Trigger History log tracks all automated skill runs, system payloads, and execution results.
Navigate to Ask AI.
Select Trigger History from the navigation panel.
Review the execution log entries:
Trigger Event: The specific CRM action that initiated the run.
Run Status: The state of execution, indicating success, failure, or in-progress.
Execution Details: The contextual data provided to the skill and actions performed.
Resulting Ask AI Session: A direct link to the full conversation transcript produced by the execution.
Common Issues and Fixes
Trigger Does Not Fire on Event
Cause: The trigger toggle is set to disabled or event filters (such as tag names or form IDs) do not match incoming data.
Fix: Open the skill in Customize > Skills, verify the trigger is toggled to Enabled, and confirm all conditional filter values match your CRM data exactly.
Skill Executes Without Required Contact Context
Cause: The event type selected does not provide the specific fields expected by the skill instructions.
Fix: Check the trigger payload in Trigger History to confirm what data fields the event passes, and update the skill instructions to reference available attributes.
FAQ
Can I attach multiple triggers to a single skill?
Yes. A single custom skill can contain multiple independent triggers, allowing it to fire from different CRM events or schedules.
What CRM data does a skill receive upon execution?
Ask AI automatically receives the specific context of the triggering event, including contact fields, submitted form responses, or opportunity values.
Can I disable a trigger without deleting its setup?
Yes. You can toggle any trigger to off within the skill settings to pause execution while preserving the configuration.
How do I identify why a trigger execution failed?
Open Trigger History inside Ask AI to inspect the failure logs and error details for that specific run.
Can triggers be attached to default system skills?
No. Triggers function exclusively with custom skills created in your account.
Do triggers operate across multiple accounts automatically?
No. Triggers operate strictly at the individual account level. Automations must be configured within each account independently.
How can an Ask AI trigger be tested before live deployment?
Perform the triggering action manually inside the account—such as submitting a test form or adding a test tag—then verify the execution record inside Trigger History.