Definition
Trigger
A trigger is an event that starts an automated action, such as a new lead submitting a form or a job being marked complete. Triggers are the if part of automation: when this happens, do that. They let a business respond instantly and consistently without manual effort.
A trigger is the spark that sets automation in motion. Common triggers include a new lead arriving, an appointment being booked, or a customer going quiet for 60 days. Each can kick off a matching action.
Thinking in triggers helps map out a business's automated follow-up. When a job finishes, trigger a review request. When a lead is missed, trigger a text back. Well-chosen triggers make sure the right thing happens at the right moment, every time.
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