Triggers are the way contacts get started on an Automation. This is how you define which contacts will be pulled into a certain Automation.
In this article, I’m going to show you:
- what kind of Triggers are available in Automizy,
- plus when and how to use them.
Go to “Build Automations” and select “NEW AUTOMATION”.
Start with a blank canvas.
This will take you to the Visual Automation Builder. Name your Automation and click “OK”. This will open up the Setup Trigger window, which looks like this:
Joins a list Trigger
The first option is “Joins a List”. This trigger will start the contacts of the chosen list on the Automation.
After clicking on it, you’ll see your Lists. Choose one and click “OK”
You can also create a new list you’d like to use as a Trigger. Click on “CREATE NEW LIST”:
Then name it and click “OK”.
Fills out a form Trigger
The second option is “Fills out a form”. This trigger will start those contacts on the Automation who fill out the chosen form.
After clicking on it, you’ll see your forms in the left sidebar. Choose a form and click “OK”.
Alternatively, you can use the “CREATE FORM” or “CONNECT FROM WEBSITE” options at the bottom.
Gets a tag Trigger
The third option is “Gets a tag”. This trigger will start those contacts on the Automation who get a certain tag.
After clicking on it, you’ll see your tags listed. Choose a tag and click “OK”.
Alternatively, you can use the “Add New Tag...” field at the bottom. Type in the Tag you’d like to use and when contacts gets that tag they’ll start on the Automation.
Below these 3 options, you can see an “ADVANCED TRIGGERS” drop-down. Click on it to access Integrations.
After clicking on it, you’ll see the following:
Choose the software you’d like to connect and follow the steps on your screen.
After you set your Trigger up, you can decide what follows in your wonderful new automation!