Workflow Triggers
Define events that start workflows.
84 articles
- Workflow Triggers: Call Transcript GeneratedThe Call Transcript Generated trigger starts a workflow automatically when a call transcript becomes available, allowing you to take immediate action based on call content and metadata.
- Workflow Trigger: New Affiliate SalesThe New Affiliate Sales workflow trigger starts an automation when an affiliate generates a sale, allowing you to notify affiliates, enforce payout or tax requirements, and run internal or external…
- Workflow Trigger: Lead CreatedThe Lead Created workflow trigger starts an automation when a new lead is created, allowing you to notify affiliates, alert internal teams, or run follow-up actions immediately.
- Workflow Trigger: Prospect GeneratedThe Prospect Generated workflow trigger starts an automation when a new prospect is created, allowing you to automate lead follow-up, filtering, contact creation, and internal or external notifications.
- Workflow Trigger: Contact TagThe Contact Tag workflow trigger starts an automation when a specific tag is added to or removed from a contact, allowing you to automate follow-ups, notifications, and segmentation.
- Workflow Trigger: Review ReceivedThe Review Received workflow trigger starts an automation when a new review is received, allowing you to filter by rating, source, or spam status and automatically run reputation management actions.
- WhatsApp Workflow IntegrationWhatsApp Workflow Integration allows you to trigger automations from inbound WhatsApp replies and send outbound WhatsApp messages, manage delivery status, enforce Do Not Disturb (DND), and notify internal teams.
- Workflow Trigger: Affiliate Enrolled In CampaignUse the Affiliate Enrolled In Campaign workflow trigger to automatically onboard affiliates when they join a specific affiliate campaign.
- Workflow Trigger: Messaging Error – SMSUse the Messaging Error – SMS workflow trigger to automatically take action when an SMS fails due to carrier, compliance, or delivery errors.
- Workflow Trigger: Contact ChangedThe Contact Changed trigger automatically runs workflows when specific updates occur on a contact record, including tag changes, DND status updates, reassignment, and custom field modifications.
- How to Add Triggers for InvoicesAutomatically trigger actions when invoices are viewed, paid, or updated.
- Workflow Trigger: Number ValidationThe Number Validation workflow trigger adds a contact to a workflow when a phone number fails validation before an SMS or call is sent.
- Workflows: Multi-Select for Forms and SurveysMulti-select for Forms and Surveys allows you to select multiple forms or surveys within a single workflow trigger instead of creating separate triggers.
- Workflow Trigger: Facebook – Comment(s) on a PostUse the Facebook – Comment(s) on a Post workflow trigger to automatically enroll contacts and respond when someone comments on a specific Facebook post.
- Workflow Trigger: Instagram – User Comments On A PostUse the Instagram – User Comments On A Post workflow trigger to automatically engage with users who comment on your Instagram posts. This helps you capture leads instantly, start conversations…
- Workflow Trigger: Certificates IssuedThe Certificates Issued workflow trigger runs automation whenever a certificate is issued to a contact, allowing precise actions based on certificate templates and conditions.
- Workflow Trigger: Contact Engagement ScoreThe Contact Engagement Score workflow trigger adds contacts to a workflow when their engagement score meets defined conditions, enabling automated actions based on how engaged a contact is.
- Workflow Trigger: Documents & ContractsThe Documents & Contracts workflow trigger starts automation when a document or contract reaches a specific status, allowing precise actions based on templates, recipients, and lifecycle stage.
- Workflow Trigger: Opportunity ChangedThe Opportunity Changed workflow trigger runs whenever an existing opportunity is updated, allowing automation based on changes such as stage, status, value, or lost reason.
- Workflow Trigger: Funnel/Website PageViewThe Funnel/Website PageView workflow trigger runs when a contact views a specific funnel or website page, enabling automation based on real-time page visit behavior.
- Workflow Trigger: Opportunity CreatedAutomatically trigger workflows when a new opportunity is created to ensure fast, consistent follow-up.
- Workflow Trigger: SubscriptionThe Subscription trigger starts workflows automatically when a subscription changes status, such as becoming active, entering a trial, or being canceled.
- Workflow Trigger: RefundThe Refund trigger automatically starts workflows when a refund event occurs, allowing you to respond to successful, failed, full, or partial refunds with automated actions.
- Workflow Trigger: Contact DNDUse the Contact DND workflow trigger to enroll a contact into a workflow whenever they enable or disable Do-Not-Disturb (DND) for one or more communication channels.
- Workflow Trigger: WhatsAppUse the WhatsApp workflow trigger and action to automatically respond to inbound WhatsApp messages and send outbound WhatsApp messages through workflows.
- Workflow Trigger: Completed TaskUse the Completed Task workflow trigger to automatically enroll a contact into a workflow when a task associated with them is marked as completed.
- Workflow Triggers: Opportunity Created & Opportunity ChangedUse Opportunity workflow triggers to automatically run actions when an opportunity is created or when an existing opportunity is updated.
- Workflow Trigger: TikTok Form SubmittedUse the TikTok Form Submitted workflow trigger to automatically enroll contacts into a workflow when they submit a TikTok Lead Form.
- Workflow Trigger: Payment ReceivedThe Payment Received workflow trigger starts a workflow whenever a payment event occurs, allowing you to automate actions based on payment success, failure, source, product, or transaction type.
- Loop Lockouts in WorkflowsLoop Lockouts automatically stop workflows, campaigns, or triggers when Kyrios detects an infinite loop for a single contact, protecting system performance and deliverability.
- Workflow Trigger: Opportunity Status ChangedThe Opportunity Status Changed workflow trigger starts a workflow whenever an opportunity moves from one status to another within a pipeline.
- Workflow Trigger: Custom Date ReminderUse the Custom Date Reminder trigger to automatically run workflows before, on, or after a date stored in a contact’s custom date field.
- Workflow Trigger: Email EventsLearn how to trigger workflows based on email actions like opens, clicks, bounces, spam complaints, and unsubscribes.
- Workflow Trigger: Product CompletedThe Product Completed workflow trigger starts a workflow when a contact completes a selected membership product.
- Workflow Trigger: Note AddedThe Note Added workflow trigger starts a workflow whenever a new note is added to a contact record in your account.
- Workflow Trigger: Note ChangedThe Note Changed workflow trigger starts a workflow whenever an existing note on a contact record is edited.
- Workflow Trigger: Order Form SubmissionThe Order Form Submission workflow trigger starts a workflow whenever a contact submits an order form through a funnel or website.
- Workflow Trigger: Pipeline Stage ChangedThe Pipeline Stage Changed workflow trigger starts a workflow when a contact’s opportunity moves to a different stage in a selected pipeline.
- Workflow Trigger: Task AddedThe Task Added workflow trigger starts a workflow whenever a new task is added to a contact.
- Workflow Trigger: Task ReminderThe Task Reminder workflow trigger runs workflows based on a task’s due date, allowing you to automatically remind users before or after a task is due.
- Workflow Trigger: Trigger Link ClickedThe Trigger Link Clicked workflow trigger starts a workflow when a contact clicks a tracked trigger link in an email or SMS.
- Workflow Trigger: Survey SubmittedUse the Survey Submitted workflow trigger to automatically enroll a contact into a workflow when they submit a specific survey.
- Workflow Trigger: TikTok Form Submittedhe TikTok Form Submitted workflow trigger to automatically enroll contacts into a workflow when they submit a TikTok Lead Form.
- Workflow Trigger: Affiliate CreatedUse the Affiliate Created workflow trigger to automatically enroll a contact into a workflow when they are added as an affiliate in the Affiliate Manager.
- Workflow Trigger: Customer RepliedUse the Customer Replied workflow trigger to automatically enroll a contact into a workflow when they send an incoming message on a supported channel.
- Workflow Trigger: Facebook Lead Form SubmittedUse the Facebook Lead Form Submitted workflow trigger to automatically enroll contacts into a workflow when they submit a Facebook Lead Form.
- Workflow Trigger: Contact CreatedUse the Contact Created workflow trigger to automatically enroll a contact into a workflow when a new contact record is created.
- Workflow Trigger: Appointment StatusThe Appointment Status workflow trigger runs when an appointment’s status is created or updated, allowing you to automate actions based on scheduling changes.
- Workflow Trigger: Birthday ReminderThe Birthday Reminder workflow trigger enrolls contacts into a workflow based on their birthday, allowing automated annual messages, reminders, or promotions.
- Workflow Trigger: Call StatusThe Call Status workflow trigger enrolls contacts into a workflow when a call reaches a specific status, enabling automated follow-ups, notifications, and call-based actions.
- Workflow Trigger: Lesson StartedThe Lesson Started workflow trigger enrolls a contact into a workflow the first time they begin a specific lesson, category, or course inside Kyrios Courses.
- Workflow Trigger: New SignupThe New Signup workflow trigger enrolls a contact into a workflow the first time an offer is granted through signup, enabling automated onboarding and credential delivery.
- Workflow Trigger: Product StartedThe Product Started workflow trigger enrolls a contact into a workflow when they start a specific product inside a membership or course.
- Workflow Trigger: Twilio Validation ErrorThe Twilio Validation Error workflow trigger starts a workflow when a phone number fails Twilio validation before an SMS or call is sent.
- Workflow Trigger: Video TrackingThe Video Tracking workflow trigger adds a contact to a workflow when they watch a specified percentage of a hosted video.
- Workflow Trigger: Product Access GrantedThe Product Access Granted workflow trigger adds a contact to a workflow when they are granted access to a membership or course product.
- Workflow Trigger: Product Access RemovedThe Product Access Removed workflow trigger adds a contact to a workflow when their access to a membership or course product is removed.
- Workflow Trigger: Shopify Abandoned CheckoutThe Shopify Abandoned Checkout workflow trigger adds a contact to a workflow when a Shopify checkout is started but not completed within a specified time.
- Workflow Trigger: Shopify Order FulfilledThe Shopify Order Fulfilled workflow trigger adds a contact to a workflow when an order is marked as fulfilled in Shopify.
- Workflow Trigger: Shopify Order PlacedThe Shopify Order Placed workflow trigger adds a contact to a workflow immediately when an order is placed in a connected Shopify store.
- Workflow Trigger: Stale OpportunitiesThe Stale Opportunities workflow trigger adds contacts to a workflow when their opportunity remains in an Open status for a specified number of days.
- Workflow Trigger: Offer Access GrantedThe Offer Access Granted workflow trigger runs when a contact is granted access to an offer and allows you to notify them using offer-specific custom values.
- Workflow Trigger: Lesson CompletedThe Lesson Completed workflow trigger runs when a contact completes a lesson within a membership product and allows you to automate follow-ups, rewards, and learning-path actions.
- Custom Objects in WorkflowsCustom Objects are fully integrated into workflows, offering enhanced flexibility and power to automate processes.
- Workflow Trigger: Category StartedThe Category Started trigger adds a contact to a workflow the first time they begin a specific category inside a membership product.
- Workflow Trigger: Order SubmittedThe Order Submitted trigger enrolls a contact into a workflow whenever an order, bump, or upsell is successfully submitted, allowing advanced post-purchase automation.
- Workflow Trigger: Call Status (Marking Calls as Completed)Use the Call Status trigger to accurately mark calls as completed, answered, or voicemail by combining phone number settings with workflow automation.
- How to Check What Triggered a Contact into a WorkflowExecution Logs allow you to see exactly how and why a contact was added to a workflow by showing the trigger or source in the Added From field.
- Workflow Trigger: User Login (Membership Login)Use the User Login workflow trigger to run automations when a contact logs into a membership or course inside Kyrios.
- Workflow Trigger: Category CompletedUse the Category Completed workflow trigger to automate actions when a contact completes a specific course category in a membership.
- Workflow Trigger: Quiz SubmittedThe Quiz Submitted workflow trigger automatically enrolls a contact into a workflow when they submit a published quiz, enabling real-time, score-based automation.
- Workflow Trigger: Click to WhatsApp AdsThe Click to WhatsApp Ads workflow trigger starts a workflow when a user messages you after clicking a Click-to-WhatsApp ad or a Facebook Page Call-to-Action (CTA) on mobile.
- Contact Engagement Score: Workflow Actions and TriggersContact Engagement Score allows you to assign points to contacts based on activity and trigger workflows automatically when score thresholds are met.
- “Opportunity Changed” Trigger with Event-Based OperatorsThe Opportunity Changed trigger now supports event-based operators for standard and custom opportunity fields, allowing workflows to trigger only when specific field changes occur.
- Asana Workflow Triggers and Actions in KyriosKyrios allows workflows to trigger from Asana activity and perform automated actions inside Asana, enabling real-time task creation, updates, and project coordination without manual effort.
- Gamification: Community Group Leaderboard Triggers and ActionsCommunity Group Leaderboard triggers and actions allow Kyrios workflows to automatically grant leaderboard points and react to leaderboard level changes, enabling consistent, automated community gamification.
- Workflow Triggers in KyriosThis article lists and explains all available workflow triggers in Kyrios, describing what event each trigger listens for and when it should be used in an automation.
- Courses Triggers Overview for the Workflow BuilderCourses Triggers in the Kyrios Workflow Builder allow workflows to automatically start when a contact interacts with a course, product, offer, or membership event.
- Contact Tag Trigger: Configuration SafeguardsUnderstand built-in safeguards when configuring Contact Tag triggers to prevent unintended workflow behavior.
- Custom Date Reminder: Now Supports Companies, Opportunities, and Custom ObjectsCustom Date Reminder triggers now support date fields across Companies, Opportunities, and Custom Objects, enabling date-based automation beyond contacts.
- Trigger Descriptions in Workflow BuilderWorkflow triggers now include built-in descriptions that explain exactly what each trigger does and when it fires.
- Appointment Triggers Now Support Appointment GuestsEnroll appointment guests into workflows automatically using the updated Customer Booked Appointment and Appointment Status triggers.
- Workflow Trigger: Start a Workflow When a User RepliesThe User Replied trigger starts a workflow when a Kyrios user sends a message or reply to a contact.
- New Review Received Trigger Now Supports All Integrated Review PlatformsThe New Review Received workflow trigger can now start workflows from reviews received through any supported review platform integrated with the account, instead of being limited to Google and Facebook…