Automations

Triggers

Every automation starts with a single trigger — the event that causes the workflow to fire. When the trigger condition is met, all actions execute in sequence.

Available Trigger Types

• Form submitted — fires when a specific form receives a submission
• Ticket purchased — fires when a ticket is purchased for a specific event (or any event)
• Tag added — fires when a specific tag is applied to a person
• Tag removed — fires when a specific tag is removed from a person
• Contact created — fires when a new person is added to the workspace
• Added to list — fires when a person is added to a specific list
• Date approaching — fires a configurable number of days before a date field value
• Date passed — fires a configurable number of days after a date field value
• Boolean field changed — fires when a checkbox field is toggled
• Number threshold crossed — fires when a number field exceeds or drops below a value
• Value set — fires when a specific field is populated (was empty, now has a value)
• Value cleared — fires when a specific field is emptied

How to Configure a Trigger

1. Create a new automation from the Automations page by clicking "New Automation."
2. Give it a name (e.g., "Welcome new subscribers").
3. The trigger configuration uses a sentence-builder UI. Select the trigger type from the first dropdown.
4. Fill in the trigger parameters (which form, which tag, which field, etc.).
5. The sentence reads naturally, e.g., "When form submitted on Event Registration."

Actions

Actions are the tasks that execute when the trigger fires. You can chain multiple actions in a single automation — they execute in the order they are listed.

Available Action Types

• Add tag — apply one or more tags to the person
• Remove tag — remove specific tags from the person
• Send email — send an email using a campaign template or custom content
• Add to list — add the person to a specific list
• Remove from list — remove the person from a specific list
• Create record — create a new record in any object type
• Update contact field — set a specific field value on the person
• Sync to ESP — push the contact to a connected ESP (Brevo, Mailchimp, Klaviyo)
• Trigger Mailchimp automation — fire a Mailchimp automation journey for the contact

How to Add Actions

1. Below the trigger section, click "Add Action."
2. Select the action type from the dropdown.
3. Configure the action parameters (which tag to add, which list, which field to update, etc.).
4. To add another action, click "Add Action" again. Actions execute in order from top to bottom.
5. Drag actions to reorder them if needed.
6. Toggle the automation to "Active" when you are ready for it to start firing.

Journey Campaign Triggers

Journey campaigns have a special relationship with automations. Instead of building a standalone automation, you configure the trigger directly on the journey campaign's Trigger tab.

Setting Up a Journey Trigger

1. Open a Journey campaign and click the "Trigger" tab.
2. Choose between event-based triggers (same options as automations) or schedule-based triggers.
3. For event-based triggers, use the sentence builder to define the condition (e.g., "When form submitted on Newsletter Signup").
4. For schedule-based triggers, set the recurrence pattern: daily, weekly (choose days), monthly (choose date), or custom cron expression.
5. The automation action is pre-configured to "Send this campaign" — you do not need to add it manually.
6. Activate the journey to start processing triggers.

Common Automation Recipes

Here are practical automation workflows you can set up:

• Welcome sequence — trigger: contact created → actions: add "new" tag, add to "Welcome" list, send welcome email
• Post-purchase follow-up — trigger: ticket purchased → actions: add event tag, add to "Attendees" list, sync to ESP
• Re-engagement — trigger: date passed (last activity > 90 days) → actions: add "inactive" tag, send re-engagement email
• VIP upgrade — trigger: number threshold (total purchases > 5) → actions: add "VIP" tag, update status field