Standard Trigger “Actions”
Rabinder M
Last Update há 4 anos
Part 2: What action should we perform? This is the string of actions that you can take after a trigger event has occurred. You can string together as many actions as you want!
Standard Actions:
Option #1: Add / Update Opportunity this allows you to add lead into a pipeline and update their lead value, opportunity name and such.
Option #2: Add Contact Tag This allows you to add a contact tag. This action gives customized your contact lead/s by adding tags
Option #3: Add Task This allows you to add a task and assign it to someone in your contact list. Example only a specific person can work on a particular task where they have been added.
Option #4: Add To Campaign This allows you to add someone to a specific campaign.
Option #5: Add To Notes This allows you to add notes to a contact profile.
Option #6: Assign To User This allows you to assign a certain user to the lead. This is very useful whenever a lead enters the system for the first time as user custom values will not populate without a user being assigned to the lead.
Option #7: Execute Web Hook This allows you to export data to other platforms like Zapier.
Option #8: Remove Assigned User This allows you to remove an assigned user.
Option #9: Remove Contact Tag This allows you to remove a contact tag from a lead.
Option #10: Remove From All Campaign This allows you to remove the lead from all campaign, regardless of what they are in. This is often useful as it saves you time from doing it one-by-one in the next option.
Option #11: Remove From Campaign This action removes leads from the campaign of your choice. If you want to remove from multiple campaigns but not all, you can just string these actions together.
Option #12: Remove Opportunity This allows you to remove a lead’s opportunity from a pipeline.
Option #13: Send Email This allows you to send an email to a user or lead. You can compose the email in the same way that you can in a campaign (e.g. you can use custom values, trigger links, etc.)
Option #14: Send Notification This allows you to notify user within the app.
Option #15: Send SMS This allows you to send SMS message to a user or lead. You can compose the SMS in the same way that you can in a campaign (e.g. you can use custom values, trigger links, etc.)
Option #16: Set Contact DND This allows you to enable or disable Do Not Disturb for the lead.
Option #17: Stripe One time Charge This allows you to process a one time Stripe Charge.
Membership Action
Option #18: Membership Grant Offer This allows you to grant access to a lead for a specific Membership Offer
Option #19: Membership Revoke Offer This revokes access for a lead to a specific Membership Offer