Triggers

Triggers can help you automate certain processes in the chatbot. For example, when a user has opted-in for email you might want to sync this data with a CRM or Google Sheet.

To get to the trigger section you need to go to the left-hand menu and select Automation then choose Triggers. From here you will be able to create a new trigger by pressing the blue button on the top right named + New trigger.

Once pressed you will get to see the available triggers you can choose from;

How to create a new trigger

Let’s take an example of a trigger when someone pays for order inside your chatbot. Press the blue button + New trigger then select the trigger named as such: Order Paid

From here a new pop-up window will open where you can set up the details of your trigger.

You will be able to enable or disable the trigger, set up a condition if you need the bot user to match a certain filter before the trigger is activated, and you can add a note that will explain more about this trigger.

Great if you are working with a team or creating a template and need to clarify things.

Once done press the bottom right button named Save and you are now halfway done setting up your trigger.

Selecting your Sub Flow

Now that the trigger has been created we will be needing to add an action to it. You can do this by pressing the Choose Sub Flow space to the right of that trigger.

Once done it will open up a pop-up window for you where you can select your desired flow to be connected once this trigger has been activated.

You can also type to find your flow more easily if you prefer. Once you found your flow just select it and it will return you to the Trigger overview.

From here you have a few options when it comes to managing the triggers.

Managing your Triggers

You have two options if you want to manage your triggers:

• You can enable or disable them by pressing the slider on the left of the actual trigger

• You can edit the trigger settings. Inside of here you also have the option to delete the trigger entirely

Triggers

Here is a list of triggers and how to use it:

New user

This Trigger is used when a new bot user enters the bot. This will not work when a user is created manually.

User Subscribed to Bot

This trigger happens when a Bot_User has subscribed to the bot.

User Unsubscribed from Bot

This trigger happens when a Bot_User has unsubscribed to the bot.

User Opted-in for Email

This trigger happens when a Bot_User has Opted-in for Email either manually or by flow

User Opted-out for Email

This trigger happens when a Bot_User has Opted-out for Email either manually or by flow.

User Opted-in for SMS

This trigger happens when a Bot_User has Opted-in for SMS either manually or by flow

User Opted-out for SMS

This trigger happens when a Bot_User has Opted-out for SMS either manually or by flow

Conversation is Open

This trigger happens when a Bot_User conversation is moved to the Open folder in livechat

Conversation is Pending

This trigger happens when a Bot_user conversation is moved to the Pending folder in livechat

Conversation is Done

This trigger conversation is moved to the Done folder in livechat

Conversation is Invalid

This trigger conversation is moved to the Invalid folder in livechat

Chat assigned to an agent

This triggers when Bot_user is assigned to the Agent either manually or by flow

User field value changed

This triggers when a certain specified userfield value is changed for a bot user

Moved to board

You can find more detail about this trigger here

Error logged

Tag Added

Tag Removed

Label Added

Label Removed

Subscribed to sequence

Unsubscribed from sequence

Date/Time based trigger

Order Paid

Order Processing

Order Shipped

Order Completed

Order Cancelled

Order Refunded

WhatsApp Welcome Message

WhatsApp Order Received

WhatsApp Product Enquiry

WhatsApp Ad Referral

Facebook Ad Referral

Facebook LeadGen

Stripe Invoice Payment Succeeded

Stripe Invoice Payment Failed

CRM V2 Webhook

Shopify Webhook

Woocommerce Webhook

Guest Chat Ended

Calendly - Booked

Calendly - Rescheduled

Calendly - Cancelled

Mentioned in Story

Story Replied

Media Post Shared