Triggers

Triggers Overview

This video is an overview of how "TRIGGERS" function. More specific videos on common triggers are also available

Forms and Triggers

How to set up some common automations via forms and triggers. This video walks through how to set up some common automations via forms and triggers. Note that you can use the add ...

Appointments and Triggers

How to set up some common automations via appointments and triggers. This video walks through how to set up some common automations via appointments and triggers.

Sending data OUT with Zapier

How to automatically send data to another application via Zapier. This video shows how to automatically send data to another application via Zapier. The example here shows how to ...

Triggering Actions with Trigger Links

How to initiate an action based on when a TRIGGER LINK is clicked by a person. This video shows how to initiate an action based on when a TRIGGER LINK is clicked by a person. An ...

Task Reminders with Triggers

Sending task reminders. You can send yourself or team members reminders (or other trigger actions) based on the due date of any tasks you have set. Note that if you would like a ...

Adding Notes With Triggers

Facebook Lead Ads and Triggers

This video walks through how to set up some common automations via Facebook Lead Ads and triggers.

Testing Facebook Lead Connection

You can test your triggers at https://developers.facebook.com/tools/lead-ads-testing