Workflow Trigger
The event or condition that starts an automated workflow — for example, a form submission, tag added, or deal stage change.
Definition
A workflow trigger is the starting condition for an automation. Triggers can be explicit user actions (form submitted, link clicked, appointment booked), CRM changes (tag added, pipeline stage updated, score crossed a threshold), schedules (every Monday at 9 a.m.), or external webhooks. Each workflow normally has one trigger and many subsequent steps. Choosing the right trigger — and filtering it tightly — is what separates useful automations from noisy ones.
Example
A workflow triggers when a contact's tag is set to "demo-no-show." It waits two hours, sends a friendly WhatsApp reschedule link, then creates a task for the rep if they don't click within 24 hours.
How it relates to WellPlan
WellPlan supports triggers across forms, pipeline stages, tags, calendars, payments, and inbound messages, all configurable in the visual builder. Read more under AI Workflow.
Related pages
Related terms
See Workflow Trigger in WellPlan
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