#### Records
New Lead Created, Lead Form Submitted, New Customer, Booking Created, New Quote Created, New Invoice Created, Warranty Created, New Calendar Event, Customer Tag Added, Customer Referral Received.
#### Status Changes
Job Completed, Invoice Paid, Booking Status Changed, Job Moved to Custom Lane, Lead Status Changed, Lead Assigned, Lead Moved to Board, Quote Status Changed, Quote Opened by Customer, Invoice Status Changed.
#### Updates
Booking Rescheduled, Booking Revised, Staff Assigned to Booking, Quote Revised, Invoice Amount Changed.
#### Schedule & Timing
Scheduled / Time-Based, Service Reminder Due, Repeat Until Goal, Days Before Date, Days After Date, No Activity For X Days, Date Reached.
#### Messages, email and calls
Messaging: Inbound SMS Received, Inbound Email Received. Email: Email Link Clicked, Email Bounced, Confirmed Subscription, Email Permission Expiring. Calls: Missed Call, Unknown Caller Hangs Up, Call Transcribed, AI Receptionist Call Completed.
#### Everything else
- Smart Offers: received, accepted, declined, countered or expired.
- Reviews: Review Received, Low-Star Review Received. Payments: Deposit Paid, Refund Issued.
- Documents: Document Signed, Document Expired. Proofing: proof sent, opened, approved, changes requested, expired or out of revisions. Proposals: sent, opened, approved, declined or expired.
- Jobs: Inspection Photos Uploaded, Inspection Completed. Customers: Customer First Booking, Customer Marked VIP.
- AI-Driven: negative sentiment, purchase intent, upsell recommended, churn risk and likely no-show.
- Manual: Manual Trigger. Run it on a customer from Run Workflow in the Message Centre side panel.
Trigger settings
- Status triggers have From Status and To Status. Leave both empty to run on any change.
- New Lead Created can be limited to certain lead sources, services or categories. Lead Form Submitted needs Which Form?.
- Date triggers (Days Before Date, Days After Date, Date Reached) pick the record, the date field, how many days and the time of day, with an optional Skip if….
- No trigger has a delay of its own. To wait, set Delay Before This Step on the first action.
To follow up on a sent quote, use Days After Date with the quote's Sent at date, or Quote Opened by Customer. To chase an overdue invoice, use Days After Date with the invoice's Due date, or the Chase Unpaid Invoice template.