Automations

Workflow triggers

Workflow triggers start automations in JourneyCARE, and workflow actions run after the trigger. To choose one, open Automations > Workflows, select Add New Trigger, then search or filter the trigger picker by category.

For the basic trigger-and-action model, see Workflows Overview.

Contact triggers

Choose a Contact trigger when the workflow should start from activity or a change on a contact record.

  • Birthday Reminder

  • Contact Changed

  • Contact Created

  • Contact DND

  • Contact Tag

  • Custom Date Reminder

  • Note Added

  • Note Changed

  • Task Added

  • Task Reminder

  • Task Completed

  • Contact Engagement Score

Events triggers

Choose an Events trigger when the workflow should start from an event, submission, response, tracking activity, or related event signal.

  • Inbound Webhook

  • Scheduler

  • Call Details

  • Email Events

  • Customer Replied

  • Conversation AI Trigger

  • Custom Trigger

  • Form Submitted

  • Survey Submitted

  • Trigger Link Clicked

  • Facebook Lead Form Submitted

  • TikTok Form Submitted

  • Video Tracking

  • Number Validation

  • Messaging Error – SMS

  • LinkedIn Lead Form Submitted

  • Funnel/Website PageView

  • Quiz Submitted

  • New Review Received

  • Prospect Generated

  • Click To WhatsApp Ads

  • External Tracking Event

Appointment triggers

Choose an Appointments trigger when the workflow should start from an appointment or booking event.

  • Appointment Status

  • Customer Booked Appointment

  • Service Booking

  • Rental Booking

Opportunity triggers

Choose an Opportunities trigger when the workflow should start from a change to an opportunity or its pipeline.

  • Opportunity Status Changed

  • Opportunity Created

  • Opportunity Changed

  • Pipeline Stage Changed

  • Stale Opportunities

Course triggers

Choose a Courses trigger when the workflow should start from course, lesson, category, offer, product, signup, or login activity.

  • Category Started

  • Category Completed

  • Lesson Started

  • Lesson Completed

  • New Signup

  • Offer Access Granted

  • Offer Access Removed

  • Product Access Granted

  • Product Access Removed

  • Product Started

  • Product Completed

  • User Login

Payment triggers

Choose a Payments trigger when the workflow should start from an invoice, payment, order, subscription, refund, estimate, document, or coupon event.

  • Invoice

  • Payment Received

  • Order Form Submission

  • Order Submitted

  • Documents & Contracts

  • Estimates

  • Subscription

  • Refund

  • Coupon Code Applied

  • Coupon Redemption Limit Reached

  • Coupon Code Expired

  • Coupon Code Redeemed

Community triggers

Choose a Communities trigger when the workflow should start from a change to group, channel, or leaderboard access.

  • Group Access Granted

  • Group Access Revoked

  • Private Channel Access Granted

  • Private Channel Access Revoked

  • Community Group Member Leaderboard Level Changed

Certificate triggers

Choose the Certificates trigger when the workflow should start from a certificate being issued.

  • Certificates Issued

Badge triggers

Choose the Badge trigger when the workflow should start after a badge is issued.

  • Badge Issued

Communication triggers

Choose a Communication trigger when the workflow should start from the listed communication activity.

  • TikTok – Comment(s) On A Video

  • Transcript Generated

Choose the Google Ads trigger when the workflow should start from a Google lead form submission.

  • Google Lead Form Submitted

Additional trigger categories

The trigger picker also includes these categories: Affiliate, Ecommerce Stores, IVR, and Facebook/Instagram Events. The available source list does not provide named entries for these categories here.

Contact Tag trigger details

The Contact Tag trigger fires when a tag is added to or removed from a contact. Its filters can limit the trigger to Tag added or Tag removed; without a filter it fires for both.

A tag change can come from several places:

  • Manually from the contacts list, by selecting one or more contacts and clicking Add tag or Remove Tag.

  • From the Add Contact Tag and Remove Contact Tag workflow actions.

  • From third-party tools such as Zapier, which can add tags.

  • From CSV import, using a column with the tags header and separating multiple tags in one cell with commas. Tags can also be added through the advanced import options. When Allow Duplicate contacts is off and the imported email and phone match an existing contact, the import can update that contact's tags.

Multiple values in trigger filters

Some trigger filters accept multiple values, and those values combine with OR behavior: the trigger executes when any one of the values matches.

  • For Form Submitted and Survey Submitted triggers, select multiple options directly from the dropdown.

  • For Contains Phrase and Exact Match filters, type a value and press Enter (or Return) to add it.

Multiple values remove the need to create several triggers to represent several filter values. For example, if five phrases are entered on a Facebook comments trigger, the trigger executes when a contact comments with any one of those phrases.

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