Trigger reference

Every trigger an automation can start from, with the values each one provides. Insert a value into any text setting by writing its name in double curly brackets, for example {{leadname}}. Conditions (Filter, If / else, Switch) compare the same values.

There are 158 triggers in 45 areas.

How to read this page

Column	Meaning
Value	The name to write between the curly brackets.
What it holds	The label shown in the builder.
Type	Decides which comparisons a condition can use. See Conditions.
Options	For "One of a list" values: the exact values it can take.

Two kinds of trigger behave differently from the rest:

• Daily checks. Marked "Daily check" below. Cashfin scans for the situation (an overdue invoice, low stock) instead of reacting to one edit. An automation runs at most once a day for the same record on these triggers.
• Record triggers ("created", "updated", "deleted", "status changed"). They fire whoever made the change: a person in the dashboard, the API, an import, or another automation. An automation never re-triggers itself from its own step.

Appointments

Appointment type created

Trigger key: appointment_created

An appointment type is created, by a person, the API, an import or another automation.

Value	What it holds	Type	Options
{{appointmentid}}	Appointment type (id)	ID
{{title}}	Title	Text
{{category}}	Category	Text
{{duration}}	Duration (minutes)	Number
{{bookingurl}}	Booking link	Text
{{status}}	Status	One of a list	active, inactive, archived
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID

Not available on this trigger: Email the contact, SMS the contact, WhatsApp the contact, Complete the task, Enroll in sequence, Exit sequence.

Appointment type deleted

Trigger key: appointment_deleted

An appointment type is deleted.

Value	What it holds	Type	Options
{{appointmentid}}	Appointment type (id)	ID
{{title}}	Title	Text
{{category}}	Category	Text
{{duration}}	Duration (minutes)	Number
{{bookingurl}}	Booking link	Text
{{status}}	Status	One of a list	active, inactive, archived
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID

Not available on this trigger: Email the contact, SMS the contact, WhatsApp the contact, Assign owner, Complete the task, Enroll in sequence, Exit sequence.

Appointment type status changed

Trigger key: appointment_status_changed

An appointment type moves from one status to another.

Value	What it holds	Type	Options
{{appointmentid}}	Appointment type (id)	ID
{{title}}	Title	Text
{{category}}	Category	Text
{{duration}}	Duration (minutes)	Number
{{bookingurl}}	Booking link	Text
{{status}}	Status	One of a list	active, inactive, archived
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID
{{fromstatus}}	From status	One of a list	active, inactive, archived
{{tostatus}}	To status	One of a list	active, inactive, archived

Not available on this trigger: Email the contact, SMS the contact, WhatsApp the contact, Complete the task, Enroll in sequence, Exit sequence.

Appointment type updated

Trigger key: appointment_updated

An appointment type is edited. Changed fields lists what changed.

Value	What it holds	Type	Options
{{appointmentid}}	Appointment type (id)	ID
{{title}}	Title	Text
{{category}}	Category	Text
{{duration}}	Duration (minutes)	Number
{{bookingurl}}	Booking link	Text
{{status}}	Status	One of a list	active, inactive, archived
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID
{{changedfields}}	Changed fields	Text

Not available on this trigger: Email the contact, SMS the contact, WhatsApp the contact, Complete the task, Enroll in sequence, Exit sequence.

Approvals

Approval approved

Trigger key: approval_approved

A document is fully approved.

Value	What it holds	Type	Options
{{code}}	Code	Text
{{section}}	Section	Text
{{referencecode}}	Record code	Text
{{title}}	Title	Text
{{amount}}	Amount	Number
{{level}}	Approval level	Text

Not available on this trigger: Email the contact, SMS the contact, WhatsApp the contact, Assign owner, Complete the task, Enroll in sequence, Exit sequence.

Approval rejected

Trigger key: approval_rejected

A document is rejected.

Value	What it holds	Type	Options
{{code}}	Code	Text
{{section}}	Section	Text
{{referencecode}}	Record code	Text
{{title}}	Title	Text
{{amount}}	Amount	Number
{{level}}	Approval level	Text
{{reason}}	Reason	Text

Not available on this trigger: Email the contact, SMS the contact, WhatsApp the contact, Assign owner, Complete the task, Enroll in sequence, Exit sequence.

Approval requested

Trigger key: approval_requested

A document is sent for approval.

Value	What it holds	Type	Options
{{code}}	Code	Text
{{section}}	Section	Text
{{referencecode}}	Record code	Text
{{title}}	Title	Text
{{amount}}	Amount	Number
{{level}}	Approval level	Text

Not available on this trigger: Email the contact, SMS the contact, WhatsApp the contact, Assign owner, Complete the task, Enroll in sequence, Exit sequence.

Bills

Bill created

Trigger key: bill_created

A bill is created, by a person, the API, an import or another automation.

Value	What it holds	Type	Options
{{billid}}	Bill (id)	ID
{{billno}}	Bill number	Text
{{title}}	Title	Text
{{amount}}	Amount	Number
{{balance}}	Balance	Number
{{billdate}}	Bill date (YYYY-MM-DD)	Text
{{duedate}}	Due date (YYYY-MM-DD)	Text
{{vendorid}}	Vendor (id)	ID
{{accountid}}	Account (id)	ID
{{description}}	Description	Text
{{status}}	Status	One of a list	draft, approved, paid, partially_paid
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID

Not available on this trigger: Email the contact, SMS the contact, WhatsApp the contact, Complete the task, Enroll in sequence, Exit sequence.

Bill deleted

Trigger key: bill_deleted

A bill is deleted.

Value	What it holds	Type	Options
{{billid}}	Bill (id)	ID
{{billno}}	Bill number	Text
{{title}}	Title	Text
{{amount}}	Amount	Number
{{balance}}	Balance	Number
{{billdate}}	Bill date (YYYY-MM-DD)	Text
{{duedate}}	Due date (YYYY-MM-DD)	Text
{{vendorid}}	Vendor (id)	ID
{{accountid}}	Account (id)	ID
{{description}}	Description	Text
{{status}}	Status	One of a list	draft, approved, paid, partially_paid
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID

Not available on this trigger: Email the contact, SMS the contact, WhatsApp the contact, Assign owner, Complete the task, Enroll in sequence, Exit sequence.

Bill status changed

Trigger key: bill_status_changed

A bill moves from one status to another.

Value	What it holds	Type	Options
{{billid}}	Bill (id)	ID
{{billno}}	Bill number	Text
{{title}}	Title	Text
{{amount}}	Amount	Number
{{balance}}	Balance	Number
{{billdate}}	Bill date (YYYY-MM-DD)	Text
{{duedate}}	Due date (YYYY-MM-DD)	Text
{{vendorid}}	Vendor (id)	ID
{{accountid}}	Account (id)	ID
{{description}}	Description	Text
{{status}}	Status	One of a list	draft, approved, paid, partially_paid
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID
{{fromstatus}}	From status	One of a list	draft, approved, paid, partially_paid
{{tostatus}}	To status	One of a list	draft, approved, paid, partially_paid

Not available on this trigger: Email the contact, SMS the contact, WhatsApp the contact, Complete the task, Enroll in sequence, Exit sequence.

Bill updated

Trigger key: bill_updated

A bill is edited. Changed fields lists what changed.

Value	What it holds	Type	Options
{{billid}}	Bill (id)	ID
{{billno}}	Bill number	Text
{{title}}	Title	Text
{{amount}}	Amount	Number
{{balance}}	Balance	Number
{{billdate}}	Bill date (YYYY-MM-DD)	Text
{{duedate}}	Due date (YYYY-MM-DD)	Text
{{vendorid}}	Vendor (id)	ID
{{accountid}}	Account (id)	ID
{{description}}	Description	Text
{{status}}	Status	One of a list	draft, approved, paid, partially_paid
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID
{{changedfields}}	Changed fields	Text

Not available on this trigger: Email the contact, SMS the contact, WhatsApp the contact, Complete the task, Enroll in sequence, Exit sequence.

Bookings

Booking created

Trigger key: booking_created

A booking is created, by a person, the API, an import or another automation.

Value	What it holds	Type	Options
{{bookingid}}	Booking (id)	ID
{{title}}	Title	Text
{{type}}	Type	Text
{{priority}}	Priority	Text
{{starttime}}	Starts (date and time)	Text
{{endtime}}	Ends (date and time)	Text
{{timezone}}	Time zone	Text
{{amount}}	Amount	Number
{{outcome}}	Outcome	Text
{{status}}	Status	One of a list	scheduled, pending, confirmed, engaged, completed, no-show, canceled, rescheduled
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID
{{customername}}	Customer name	Text
{{customeremail}}	Customer email	Text

Not available on this trigger: Complete the task, Enroll in sequence, Exit sequence.

Booking deleted

Trigger key: booking_deleted

A booking is deleted.

Value	What it holds	Type	Options
{{bookingid}}	Booking (id)	ID
{{title}}	Title	Text
{{type}}	Type	Text
{{priority}}	Priority	Text
{{starttime}}	Starts (date and time)	Text
{{endtime}}	Ends (date and time)	Text
{{timezone}}	Time zone	Text
{{amount}}	Amount	Number
{{outcome}}	Outcome	Text
{{status}}	Status	One of a list	scheduled, pending, confirmed, engaged, completed, no-show, canceled, rescheduled
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID
{{customername}}	Customer name	Text
{{customeremail}}	Customer email	Text

Not available on this trigger: Assign owner, Complete the task, Enroll in sequence, Exit sequence.

Booking status changed

Trigger key: booking_status_changed

A booking moves from one status to another.

Value	What it holds	Type	Options
{{bookingid}}	Booking (id)	ID
{{title}}	Title	Text
{{type}}	Type	Text
{{priority}}	Priority	Text
{{starttime}}	Starts (date and time)	Text
{{endtime}}	Ends (date and time)	Text
{{timezone}}	Time zone	Text
{{amount}}	Amount	Number
{{outcome}}	Outcome	Text
{{status}}	Status	One of a list	scheduled, pending, confirmed, engaged, completed, no-show, canceled, rescheduled
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID
{{customername}}	Customer name	Text
{{customeremail}}	Customer email	Text
{{fromstatus}}	From status	One of a list	scheduled, pending, confirmed, engaged, completed, no-show, canceled, rescheduled
{{tostatus}}	To status	One of a list	scheduled, pending, confirmed, engaged, completed, no-show, canceled, rescheduled

Not available on this trigger: Complete the task, Enroll in sequence, Exit sequence.

Booking updated

Trigger key: booking_updated

A booking is edited. Changed fields lists what changed.

Value	What it holds	Type	Options
{{bookingid}}	Booking (id)	ID
{{title}}	Title	Text
{{type}}	Type	Text
{{priority}}	Priority	Text
{{starttime}}	Starts (date and time)	Text
{{endtime}}	Ends (date and time)	Text
{{timezone}}	Time zone	Text
{{amount}}	Amount	Number
{{outcome}}	Outcome	Text
{{status}}	Status	One of a list	scheduled, pending, confirmed, engaged, completed, no-show, canceled, rescheduled
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID
{{customername}}	Customer name	Text
{{customeremail}}	Customer email	Text
{{changedfields}}	Changed fields	Text

Not available on this trigger: Complete the task, Enroll in sequence, Exit sequence.

Brands

Brand created

Trigger key: product_brand_created

A brand is created, by a person, the API, an import or another automation.

Value	What it holds	Type	Options
{{brandid}}	Brand (id)	ID
{{title}}	Title	Text
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID

Not available on this trigger: Email the contact, SMS the contact, WhatsApp the contact, Complete the task, Enroll in sequence, Exit sequence.

Brand deleted

Trigger key: product_brand_deleted

A brand is deleted.

Value	What it holds	Type	Options
{{brandid}}	Brand (id)	ID
{{title}}	Title	Text
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID

Not available on this trigger: Email the contact, SMS the contact, WhatsApp the contact, Assign owner, Complete the task, Enroll in sequence, Exit sequence.

Brand updated

Trigger key: product_brand_updated

A brand is edited. Changed fields lists what changed.

Value	What it holds	Type	Options
{{brandid}}	Brand (id)	ID
{{title}}	Title	Text
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID
{{changedfields}}	Changed fields	Text

Not available on this trigger: Email the contact, SMS the contact, WhatsApp the contact, Complete the task, Enroll in sequence, Exit sequence.

Campaigns

Campaign created

Trigger key: campaign_created

A campaign is created, by a person, the API, an import or another automation.

Value	What it holds	Type	Options
{{campaignid}}	Campaign (id)	ID
{{title}}	Title	Text
{{subject}}	Subject	Text
{{type}}	Type	Text
{{medium}}	Medium	Text
{{recipientgroup}}	Recipient group	Text
{{templateid}}	Template (id)	ID
{{scheduledat}}	Scheduled for (date and time)	Text
{{nextsendat}}	Next send (date and time)	Text
{{lastsentat}}	Last sent (date and time)	Text
{{recipientscount}}	Recipients	Number
{{sentcount}}	Sent	Number
{{failedcount}}	Failed	Number
{{status}}	Status	One of a list	draft, scheduled, sending, queued, running, completed, failed
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID

Not available on this trigger: Email the contact, SMS the contact, WhatsApp the contact, Complete the task, Enroll in sequence, Exit sequence.

Campaign deleted

Trigger key: campaign_deleted

A campaign is deleted.

Value	What it holds	Type	Options
{{campaignid}}	Campaign (id)	ID
{{title}}	Title	Text
{{subject}}	Subject	Text
{{type}}	Type	Text
{{medium}}	Medium	Text
{{recipientgroup}}	Recipient group	Text
{{templateid}}	Template (id)	ID
{{scheduledat}}	Scheduled for (date and time)	Text
{{nextsendat}}	Next send (date and time)	Text
{{lastsentat}}	Last sent (date and time)	Text
{{recipientscount}}	Recipients	Number
{{sentcount}}	Sent	Number
{{failedcount}}	Failed	Number
{{status}}	Status	One of a list	draft, scheduled, sending, queued, running, completed, failed
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID

Not available on this trigger: Email the contact, SMS the contact, WhatsApp the contact, Assign owner, Complete the task, Enroll in sequence, Exit sequence.

Campaign status changed

Trigger key: campaign_status_changed

A campaign moves from one status to another.

Value	What it holds	Type	Options
{{campaignid}}	Campaign (id)	ID
{{title}}	Title	Text
{{subject}}	Subject	Text
{{type}}	Type	Text
{{medium}}	Medium	Text
{{recipientgroup}}	Recipient group	Text
{{templateid}}	Template (id)	ID
{{scheduledat}}	Scheduled for (date and time)	Text
{{nextsendat}}	Next send (date and time)	Text
{{lastsentat}}	Last sent (date and time)	Text
{{recipientscount}}	Recipients	Number
{{sentcount}}	Sent	Number
{{failedcount}}	Failed	Number
{{status}}	Status	One of a list	draft, scheduled, sending, queued, running, completed, failed
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID
{{fromstatus}}	From status	One of a list	draft, scheduled, sending, queued, running, completed, failed
{{tostatus}}	To status	One of a list	draft, scheduled, sending, queued, running, completed, failed

Not available on this trigger: Email the contact, SMS the contact, WhatsApp the contact, Complete the task, Enroll in sequence, Exit sequence.

Campaign updated

Trigger key: campaign_updated

A campaign is edited. Changed fields lists what changed.

Value	What it holds	Type	Options
{{campaignid}}	Campaign (id)	ID
{{title}}	Title	Text
{{subject}}	Subject	Text
{{type}}	Type	Text
{{medium}}	Medium	Text
{{recipientgroup}}	Recipient group	Text
{{templateid}}	Template (id)	ID
{{scheduledat}}	Scheduled for (date and time)	Text
{{nextsendat}}	Next send (date and time)	Text
{{lastsentat}}	Last sent (date and time)	Text
{{recipientscount}}	Recipients	Number
{{sentcount}}	Sent	Number
{{failedcount}}	Failed	Number
{{status}}	Status	One of a list	draft, scheduled, sending, queued, running, completed, failed
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID
{{changedfields}}	Changed fields	Text

Not available on this trigger: Email the contact, SMS the contact, WhatsApp the contact, Complete the task, Enroll in sequence, Exit sequence.

Contacts

Contact created

Trigger key: contact_created

A contact is created, by a person, the API, an import or another automation.

Value	What it holds	Type	Options
{{contactid}}	Contact (id)	ID
{{kind}}	Kind	Text
{{referenceid}}	Customer, vendor or lead (id)	ID
{{name}}	Name	Text
{{firstname}}	First name	Text
{{lastname}}	Last name	Text
{{email}}	Email	Text
{{phone}}	Phone	Text
{{company}}	Company	Text
{{source}}	Source	Text
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID

Not available on this trigger: Complete the task, Enroll in sequence, Exit sequence.

Contact deleted

Trigger key: contact_deleted

A contact is deleted.

Value	What it holds	Type	Options
{{contactid}}	Contact (id)	ID
{{kind}}	Kind	Text
{{referenceid}}	Customer, vendor or lead (id)	ID
{{name}}	Name	Text
{{firstname}}	First name	Text
{{lastname}}	Last name	Text
{{email}}	Email	Text
{{phone}}	Phone	Text
{{company}}	Company	Text
{{source}}	Source	Text
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID

Not available on this trigger: Assign owner, Complete the task, Enroll in sequence, Exit sequence.

Contact updated

Trigger key: contact_updated

A contact is edited. Changed fields lists what changed.

Value	What it holds	Type	Options
{{contactid}}	Contact (id)	ID
{{kind}}	Kind	Text
{{referenceid}}	Customer, vendor or lead (id)	ID
{{name}}	Name	Text
{{firstname}}	First name	Text
{{lastname}}	Last name	Text
{{email}}	Email	Text
{{phone}}	Phone	Text
{{company}}	Company	Text
{{source}}	Source	Text
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID
{{changedfields}}	Changed fields	Text

Not available on this trigger: Complete the task, Enroll in sequence, Exit sequence.

Contracts

Contract created

Trigger key: contract_created

A contract is created, by a person, the API, an import or another automation.

Value	What it holds	Type	Options
{{contractid}}	Contract (id)	ID
{{contractno}}	Contract number	Text
{{title}}	Title	Text
{{type}}	Type	Text
{{amount}}	Amount	Number
{{starttime}}	Starts (date and time)	Text
{{endtime}}	Ends (date and time)	Text
{{status}}	Status	One of a list	published, active, expired, canceled, draft
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID
{{customername}}	Customer name	Text
{{customeremail}}	Customer email	Text

Not available on this trigger: Complete the task, Enroll in sequence, Exit sequence.

Contract deleted

Trigger key: contract_deleted

A contract is deleted.

Value	What it holds	Type	Options
{{contractid}}	Contract (id)	ID
{{contractno}}	Contract number	Text
{{title}}	Title	Text
{{type}}	Type	Text
{{amount}}	Amount	Number
{{starttime}}	Starts (date and time)	Text
{{endtime}}	Ends (date and time)	Text
{{status}}	Status	One of a list	published, active, expired, canceled, draft
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID
{{customername}}	Customer name	Text
{{customeremail}}	Customer email	Text

Not available on this trigger: Assign owner, Complete the task, Enroll in sequence, Exit sequence.

Contract status changed

Trigger key: contract_status_changed

A contract moves from one status to another.

Value	What it holds	Type	Options
{{contractid}}	Contract (id)	ID
{{contractno}}	Contract number	Text
{{title}}	Title	Text
{{type}}	Type	Text
{{amount}}	Amount	Number
{{starttime}}	Starts (date and time)	Text
{{endtime}}	Ends (date and time)	Text
{{status}}	Status	One of a list	published, active, expired, canceled, draft
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID
{{customername}}	Customer name	Text
{{customeremail}}	Customer email	Text
{{fromstatus}}	From status	One of a list	published, active, expired, canceled, draft
{{tostatus}}	To status	One of a list	published, active, expired, canceled, draft

Not available on this trigger: Complete the task, Enroll in sequence, Exit sequence.

Contract updated

Trigger key: contract_updated

A contract is edited. Changed fields lists what changed.

Value	What it holds	Type	Options
{{contractid}}	Contract (id)	ID
{{contractno}}	Contract number	Text
{{title}}	Title	Text
{{type}}	Type	Text
{{amount}}	Amount	Number
{{starttime}}	Starts (date and time)	Text
{{endtime}}	Ends (date and time)	Text
{{status}}	Status	One of a list	published, active, expired, canceled, draft
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID
{{customername}}	Customer name	Text
{{customeremail}}	Customer email	Text
{{changedfields}}	Changed fields	Text

Not available on this trigger: Complete the task, Enroll in sequence, Exit sequence.

Credit notes

Credit note created

Trigger key: credit_note_created

A credit note is created, by a person, the API, an import or another automation.

Value	What it holds	Type	Options
{{creditnoteid}}	Credit note (id)	ID
{{creditnoteno}}	Credit note number	Text
{{title}}	Title	Text
{{invoiceid}}	Invoice (id)	ID
{{invoiceno}}	Invoice number	Text
{{kind}}	Kind	Text
{{amount}}	Amount	Number
{{currency}}	Currency	Text
{{reason}}	Reason	Text
{{creditnotedate}}	Credit note date (YYYY-MM-DD)	Text
{{status}}	Status	One of a list	issued
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID
{{customername}}	Customer name	Text
{{customeremail}}	Customer email	Text

Not available on this trigger: Complete the task, Enroll in sequence, Exit sequence.

Customers

Customer created

Trigger key: customer_created

A customer is created, by a person, the API, an import or another automation.

Value	What it holds	Type	Options
{{customerid}}	Customer (id)	ID
{{customername}}	Customer name	Text
{{customeremail}}	Customer email	Text
{{phone}}	Phone	Text
{{company}}	Company	Text
{{type}}	Type	Text
{{country}}	Country	Text
{{city}}	City	Text
{{currency}}	Currency	Text
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID

Not available on this trigger: Complete the task, Enroll in sequence, Exit sequence.

Customer deleted

Trigger key: customer_deleted

A customer is deleted.

Value	What it holds	Type	Options
{{customerid}}	Customer (id)	ID
{{customername}}	Customer name	Text
{{customeremail}}	Customer email	Text
{{phone}}	Phone	Text
{{company}}	Company	Text
{{type}}	Type	Text
{{country}}	Country	Text
{{city}}	City	Text
{{currency}}	Currency	Text
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID

Not available on this trigger: Assign owner, Complete the task, Enroll in sequence, Exit sequence.

Customer updated

Trigger key: customer_updated

A customer is edited. Changed fields lists what changed.

Value	What it holds	Type	Options
{{customerid}}	Customer (id)	ID
{{customername}}	Customer name	Text
{{customeremail}}	Customer email	Text
{{phone}}	Phone	Text
{{company}}	Company	Text
{{type}}	Type	Text
{{country}}	Country	Text
{{city}}	City	Text
{{currency}}	Currency	Text
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID
{{changedfields}}	Changed fields	Text

Not available on this trigger: Complete the task, Enroll in sequence, Exit sequence.

Deals

Deal created

Trigger key: deal_created

A deal is opened.

Value	What it holds	Type	Options
{{dealname}}	Deal name	Text
{{amount}}	Amount	Number
{{source}}	Source	Text
{{stage}}	Stage	Text

Not available on this trigger: Complete the task, Enroll in sequence, Exit sequence.

Deal deleted

Trigger key: deal_deleted

A deal is deleted.

Value	What it holds	Type	Options
{{dealid}}	Deal (id)	ID
{{dealname}}	Deal name	Text
{{amount}}	Amount	Number
{{currency}}	Currency	Text
{{source}}	Source	Text
{{stage}}	Stage (id)	ID
{{probability}}	Probability	Number
{{status}}	Status	One of a list	open, won, lost
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID

Not available on this trigger: Assign owner, Complete the task, Enroll in sequence, Exit sequence.

Deal is rotting

Trigger key: deal_rotting · Daily check

Daily check: a deal has stayed in its stage longer than the stage allows.

Value	What it holds	Type	Options
{{dealname}}	Deal name	Text
{{amount}}	Amount	Number
{{source}}	Source	Text
{{stage}}	Stage	Text
{{daysinstage}}	Days in stage	Number

Not available on this trigger: Complete the task, Enroll in sequence, Exit sequence.

Deal lost

Trigger key: deal_lost

A deal is closed as lost.

Value	What it holds	Type	Options
{{dealname}}	Deal name	Text
{{amount}}	Amount	Number
{{source}}	Source	Text
{{reason}}	Reason	Text

Not available on this trigger: Complete the task, Enroll in sequence, Exit sequence.

Deal stage changed

Trigger key: deal_stage_changed

A deal moves to another pipeline stage.

Value	What it holds	Type	Options
{{dealname}}	Deal name	Text
{{amount}}	Amount	Number
{{source}}	Source	Text
{{fromstage}}	From stage	Text
{{tostage}}	To stage	Text

Not available on this trigger: Complete the task, Enroll in sequence, Exit sequence.

Deal updated

Trigger key: deal_updated

A deal is edited. Changed fields lists what changed.

Value	What it holds	Type	Options
{{dealid}}	Deal (id)	ID
{{dealname}}	Deal name	Text
{{amount}}	Amount	Number
{{currency}}	Currency	Text
{{source}}	Source	Text
{{stage}}	Stage (id)	ID
{{probability}}	Probability	Number
{{status}}	Status	One of a list	open, won, lost
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID
{{changedfields}}	Changed fields	Text

Not available on this trigger: Complete the task, Enroll in sequence, Exit sequence.

Deal won

Trigger key: deal_won

A deal is closed as won.

Value	What it holds	Type	Options
{{dealname}}	Deal name	Text
{{amount}}	Amount	Number
{{source}}	Source	Text
{{wonamount}}	Won amount	Number

Not available on this trigger: Complete the task, Enroll in sequence, Exit sequence.

Discounts

Discount created

Trigger key: discount_created

A discount is created, by a person, the API, an import or another automation.

Value	What it holds	Type	Options
{{discountid}}	Discount (id)	ID
{{title}}	Title	Text
{{code}}	Code	Text
{{type}}	Type	Text
{{value}}	Value	Number
{{minimumamount}}	Minimum amount	Number
{{usagelimit}}	Usage limit	Number
{{usagecount}}	Times used	Number
{{startdate}}	Starts (date and time)	Text
{{enddate}}	Ends (date and time)	Text
{{status}}	Status	One of a list	active, scheduled, expired, disabled
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID

Not available on this trigger: Email the contact, SMS the contact, WhatsApp the contact, Complete the task, Enroll in sequence, Exit sequence.

Discount deleted

Trigger key: discount_deleted

A discount is deleted.

Value	What it holds	Type	Options
{{discountid}}	Discount (id)	ID
{{title}}	Title	Text
{{code}}	Code	Text
{{type}}	Type	Text
{{value}}	Value	Number
{{minimumamount}}	Minimum amount	Number
{{usagelimit}}	Usage limit	Number
{{usagecount}}	Times used	Number
{{startdate}}	Starts (date and time)	Text
{{enddate}}	Ends (date and time)	Text
{{status}}	Status	One of a list	active, scheduled, expired, disabled
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID

Not available on this trigger: Email the contact, SMS the contact, WhatsApp the contact, Assign owner, Complete the task, Enroll in sequence, Exit sequence.

Discount status changed

Trigger key: discount_status_changed

A discount moves from one status to another.

Value	What it holds	Type	Options
{{discountid}}	Discount (id)	ID
{{title}}	Title	Text
{{code}}	Code	Text
{{type}}	Type	Text
{{value}}	Value	Number
{{minimumamount}}	Minimum amount	Number
{{usagelimit}}	Usage limit	Number
{{usagecount}}	Times used	Number
{{startdate}}	Starts (date and time)	Text
{{enddate}}	Ends (date and time)	Text
{{status}}	Status	One of a list	active, scheduled, expired, disabled
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID
{{fromstatus}}	From status	One of a list	active, scheduled, expired, disabled
{{tostatus}}	To status	One of a list	active, scheduled, expired, disabled

Not available on this trigger: Email the contact, SMS the contact, WhatsApp the contact, Complete the task, Enroll in sequence, Exit sequence.

Discount updated

Trigger key: discount_updated

A discount is edited. Changed fields lists what changed.

Value	What it holds	Type	Options
{{discountid}}	Discount (id)	ID
{{title}}	Title	Text
{{code}}	Code	Text
{{type}}	Type	Text
{{value}}	Value	Number
{{minimumamount}}	Minimum amount	Number
{{usagelimit}}	Usage limit	Number
{{usagecount}}	Times used	Number
{{startdate}}	Starts (date and time)	Text
{{enddate}}	Ends (date and time)	Text
{{status}}	Status	One of a list	active, scheduled, expired, disabled
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID
{{changedfields}}	Changed fields	Text

Not available on this trigger: Email the contact, SMS the contact, WhatsApp the contact, Complete the task, Enroll in sequence, Exit sequence.

Disputes

Dispute created

Trigger key: dispute_created

A dispute is created, by a person, the API, an import or another automation.

Value	What it holds	Type	Options
{{disputeid}}	Dispute (id)	ID
{{disputeno}}	Dispute number	Text
{{title}}	Title	Text
{{type}}	Type	Text
{{reason}}	Reason	Text
{{claimamount}}	Claim amount	Number
{{currency}}	Currency	Text
{{resolution}}	Resolution	Text
{{resolvedat}}	Resolved (date and time)	Text
{{status}}	Status	One of a list	open, under_review, resolved, rejected
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID
{{customername}}	Customer name	Text
{{customeremail}}	Customer email	Text

Not available on this trigger: Complete the task, Enroll in sequence, Exit sequence.

Dispute deleted

Trigger key: dispute_deleted

A dispute is deleted.

Value	What it holds	Type	Options
{{disputeid}}	Dispute (id)	ID
{{disputeno}}	Dispute number	Text
{{title}}	Title	Text
{{type}}	Type	Text
{{reason}}	Reason	Text
{{claimamount}}	Claim amount	Number
{{currency}}	Currency	Text
{{resolution}}	Resolution	Text
{{resolvedat}}	Resolved (date and time)	Text
{{status}}	Status	One of a list	open, under_review, resolved, rejected
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID
{{customername}}	Customer name	Text
{{customeremail}}	Customer email	Text

Not available on this trigger: Assign owner, Complete the task, Enroll in sequence, Exit sequence.

Dispute status changed

Trigger key: dispute_status_changed

A dispute moves from one status to another.

Value	What it holds	Type	Options
{{disputeid}}	Dispute (id)	ID
{{disputeno}}	Dispute number	Text
{{title}}	Title	Text
{{type}}	Type	Text
{{reason}}	Reason	Text
{{claimamount}}	Claim amount	Number
{{currency}}	Currency	Text
{{resolution}}	Resolution	Text
{{resolvedat}}	Resolved (date and time)	Text
{{status}}	Status	One of a list	open, under_review, resolved, rejected
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID
{{customername}}	Customer name	Text
{{customeremail}}	Customer email	Text
{{fromstatus}}	From status	One of a list	open, under_review, resolved, rejected
{{tostatus}}	To status	One of a list	open, under_review, resolved, rejected

Not available on this trigger: Complete the task, Enroll in sequence, Exit sequence.

Dispute updated

Trigger key: dispute_updated

A dispute is edited. Changed fields lists what changed.

Value	What it holds	Type	Options
{{disputeid}}	Dispute (id)	ID
{{disputeno}}	Dispute number	Text
{{title}}	Title	Text
{{type}}	Type	Text
{{reason}}	Reason	Text
{{claimamount}}	Claim amount	Number
{{currency}}	Currency	Text
{{resolution}}	Resolution	Text
{{resolvedat}}	Resolved (date and time)	Text
{{status}}	Status	One of a list	open, under_review, resolved, rejected
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID
{{customername}}	Customer name	Text
{{customeremail}}	Customer email	Text
{{changedfields}}	Changed fields	Text

Not available on this trigger: Complete the task, Enroll in sequence, Exit sequence.

Documents

Document created

Trigger key: document_created

A document is created, by a person, the API, an import or another automation.

Value	What it holds	Type	Options
{{documentid}}	Document (id)	ID
{{title}}	Title	Text
{{description}}	Description	Text
{{status}}	Status	Text
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID
{{customername}}	Customer name	Text
{{customeremail}}	Customer email	Text

Not available on this trigger: Email the contact, SMS the contact, WhatsApp the contact, Complete the task, Enroll in sequence, Exit sequence.

Document deleted

Trigger key: document_deleted

A document is deleted.

Value	What it holds	Type	Options
{{documentid}}	Document (id)	ID
{{title}}	Title	Text
{{description}}	Description	Text
{{status}}	Status	Text
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID
{{customername}}	Customer name	Text
{{customeremail}}	Customer email	Text

Not available on this trigger: Email the contact, SMS the contact, WhatsApp the contact, Assign owner, Complete the task, Enroll in sequence, Exit sequence.

Document status changed

Trigger key: document_status_changed

A document moves from one status to another.

Value	What it holds	Type	Options
{{documentid}}	Document (id)	ID
{{title}}	Title	Text
{{description}}	Description	Text
{{status}}	Status	Text
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID
{{customername}}	Customer name	Text
{{customeremail}}	Customer email	Text
{{fromstatus}}	From status	Text
{{tostatus}}	To status	Text

Not available on this trigger: Email the contact, SMS the contact, WhatsApp the contact, Complete the task, Enroll in sequence, Exit sequence.

Document updated

Trigger key: document_updated

A document is edited. Changed fields lists what changed.

Value	What it holds	Type	Options
{{documentid}}	Document (id)	ID
{{title}}	Title	Text
{{description}}	Description	Text
{{status}}	Status	Text
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID
{{customername}}	Customer name	Text
{{customeremail}}	Customer email	Text
{{changedfields}}	Changed fields	Text

Not available on this trigger: Email the contact, SMS the contact, WhatsApp the contact, Complete the task, Enroll in sequence, Exit sequence.

Expenses

Expense created

Trigger key: expense_created

An expense is created, by a person, the API, an import or another automation.

Value	What it holds	Type	Options
{{expenseid}}	Expense (id)	ID
{{title}}	Title	Text
{{amount}}	Amount	Number
{{expensedate}}	Expense date (YYYY-MM-DD)	Text
{{duedate}}	Due date (YYYY-MM-DD)	Text
{{vendorid}}	Vendor (id)	ID
{{accountid}}	Account (id)	ID
{{description}}	Description	Text
{{status}}	Status	One of a list	draft, approved, paid
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID

Not available on this trigger: Email the contact, SMS the contact, WhatsApp the contact, Complete the task, Enroll in sequence, Exit sequence.

Expense deleted

Trigger key: expense_deleted

An expense is deleted.

Value	What it holds	Type	Options
{{expenseid}}	Expense (id)	ID
{{title}}	Title	Text
{{amount}}	Amount	Number
{{expensedate}}	Expense date (YYYY-MM-DD)	Text
{{duedate}}	Due date (YYYY-MM-DD)	Text
{{vendorid}}	Vendor (id)	ID
{{accountid}}	Account (id)	ID
{{description}}	Description	Text
{{status}}	Status	One of a list	draft, approved, paid
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID

Not available on this trigger: Email the contact, SMS the contact, WhatsApp the contact, Assign owner, Complete the task, Enroll in sequence, Exit sequence.

Expense status changed

Trigger key: expense_status_changed

An expense moves from one status to another.

Value	What it holds	Type	Options
{{expenseid}}	Expense (id)	ID
{{title}}	Title	Text
{{amount}}	Amount	Number
{{expensedate}}	Expense date (YYYY-MM-DD)	Text
{{duedate}}	Due date (YYYY-MM-DD)	Text
{{vendorid}}	Vendor (id)	ID
{{accountid}}	Account (id)	ID
{{description}}	Description	Text
{{status}}	Status	One of a list	draft, approved, paid
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID
{{fromstatus}}	From status	One of a list	draft, approved, paid
{{tostatus}}	To status	One of a list	draft, approved, paid

Not available on this trigger: Email the contact, SMS the contact, WhatsApp the contact, Complete the task, Enroll in sequence, Exit sequence.

Expense updated

Trigger key: expense_updated

An expense is edited. Changed fields lists what changed.

Value	What it holds	Type	Options
{{expenseid}}	Expense (id)	ID
{{title}}	Title	Text
{{amount}}	Amount	Number
{{expensedate}}	Expense date (YYYY-MM-DD)	Text
{{duedate}}	Due date (YYYY-MM-DD)	Text
{{vendorid}}	Vendor (id)	ID
{{accountid}}	Account (id)	ID
{{description}}	Description	Text
{{status}}	Status	One of a list	draft, approved, paid
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID
{{changedfields}}	Changed fields	Text

Not available on this trigger: Email the contact, SMS the contact, WhatsApp the contact, Complete the task, Enroll in sequence, Exit sequence.

Files

File uploaded

Trigger key: file_uploaded

A picture, document or other file is uploaded to the business's media.

Value	What it holds	Type	Options
{{mediaid}}	File ID	ID
{{fileurl}}	File link	Text
{{filename}}	File name	Text
{{filetype}}	File type	One of a list	image, pdf, spreadsheet, video, other
{{format}}	Format	Text
{{bytes}}	Size (bytes)	Number
{{source}}	Source	Text

Not available on this trigger: Email the contact, SMS the contact, WhatsApp the contact, Assign owner, Complete the task, Enroll in sequence, Exit sequence.

Inventory

Stock is low

Trigger key: stock_low · Daily check

A product or variant falls to or below its reorder point.

Value	What it holds	Type	Options
{{product}}	Product	Text
{{stock}}	Stock left	Number
{{reorderpoint}}	Reorder point	Number

Not available on this trigger: Email the contact, SMS the contact, WhatsApp the contact, Assign owner, Complete the task, Enroll in sequence, Exit sequence.

Invoices

Invoice created

Trigger key: invoice_created

An invoice is created: from the dashboard, the API, a quote, an order or a subscription.

Value	What it holds	Type	Options
{{invoiceid}}	Invoice (id)	ID
{{invoiceno}}	Invoice number	Text
{{title}}	Title	Text
{{amount}}	Amount	Number
{{balance}}	Balance	Number
{{currency}}	Currency	Text
{{status}}	Status	One of a list	draft, not_sent, unpaid, partially_paid, overdue, paid, canceled, credited
{{duedate}}	Due date (YYYY-MM-DD)	Text
{{customername}}	Customer name	Text
{{customeremail}}	Customer email	Text

Not available on this trigger: Complete the task, Enroll in sequence, Exit sequence.

Invoice is overdue

Trigger key: invoice_overdue · Daily check

Daily check: an invoice is past its due date with a balance.

Value	What it holds	Type	Options
{{invoiceno}}	Invoice number	Text
{{title}}	Title	Text
{{balance}}	Balance	Number
{{dayspastdue}}	Days past due	Number

Not available on this trigger: Email the contact, SMS the contact, WhatsApp the contact, Complete the task, Enroll in sequence, Exit sequence.

Invoice status changed

Trigger key: invoice_status_changed

An invoice moves to another status (paid, partially paid, canceled, credited...).

Value	What it holds	Type	Options
{{invoiceid}}	Invoice (id)	ID
{{invoiceno}}	Invoice number	Text
{{title}}	Title	Text
{{amount}}	Amount	Number
{{balance}}	Balance	Number
{{currency}}	Currency	Text
{{status}}	Status	One of a list	draft, not_sent, unpaid, partially_paid, overdue, paid, canceled, credited
{{duedate}}	Due date (YYYY-MM-DD)	Text
{{customername}}	Customer name	Text
{{customeremail}}	Customer email	Text
{{fromstatus}}	From status	One of a list	draft, not_sent, unpaid, partially_paid, overdue, paid, canceled, credited
{{tostatus}}	To status	One of a list	draft, not_sent, unpaid, partially_paid, overdue, paid, canceled, credited

Not available on this trigger: Complete the task, Enroll in sequence, Exit sequence.

Invoice updated

Trigger key: invoice_updated

An invoice is edited. Changed fields lists what changed.

Value	What it holds	Type	Options
{{invoiceid}}	Invoice (id)	ID
{{invoiceno}}	Invoice number	Text
{{title}}	Title	Text
{{amount}}	Amount	Number
{{balance}}	Balance	Number
{{currency}}	Currency	Text
{{duedate}}	Due date (YYYY-MM-DD)	Text
{{status}}	Status	One of a list	draft, not_sent, unpaid, partially_paid, overdue, paid, canceled, credited
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID
{{customername}}	Customer name	Text
{{customeremail}}	Customer email	Text
{{changedfields}}	Changed fields	Text

Not available on this trigger: Complete the task, Enroll in sequence, Exit sequence.

Job cards

Job card created

Trigger key: job_card_created

A job card is created, by a person, the API, an import or another automation.

Value	What it holds	Type	Options
{{jobcardid}}	Job card (id)	ID
{{cardno}}	Card number	Text
{{title}}	Title	Text
{{productionid}}	Production order (id)	ID
{{outputqty}}	Quantity	Number
{{currentstagekey}}	Current stage	Text
{{status}}	Status	One of a list	open, complete, cancelled
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID

Not available on this trigger: Email the contact, SMS the contact, WhatsApp the contact, Complete the task, Enroll in sequence, Exit sequence.

Job card status changed

Trigger key: job_card_status_changed

A job card moves from one status to another.

Value	What it holds	Type	Options
{{jobcardid}}	Job card (id)	ID
{{cardno}}	Card number	Text
{{title}}	Title	Text
{{productionid}}	Production order (id)	ID
{{outputqty}}	Quantity	Number
{{currentstagekey}}	Current stage	Text
{{status}}	Status	One of a list	open, complete, cancelled
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID
{{fromstatus}}	From status	One of a list	open, complete, cancelled
{{tostatus}}	To status	One of a list	open, complete, cancelled

Not available on this trigger: Email the contact, SMS the contact, WhatsApp the contact, Complete the task, Enroll in sequence, Exit sequence.

Job card updated

Trigger key: job_card_updated

A job card is edited. Changed fields lists what changed.

Value	What it holds	Type	Options
{{jobcardid}}	Job card (id)	ID
{{cardno}}	Card number	Text
{{title}}	Title	Text
{{productionid}}	Production order (id)	ID
{{outputqty}}	Quantity	Number
{{currentstagekey}}	Current stage	Text
{{status}}	Status	One of a list	open, complete, cancelled
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID
{{changedfields}}	Changed fields	Text

Not available on this trigger: Email the contact, SMS the contact, WhatsApp the contact, Complete the task, Enroll in sequence, Exit sequence.

Leads

Lead assigned

Trigger key: lead_assigned

A lead gets a new owner, automatically or by a person.

Value	What it holds	Type	Options
{{leadname}}	Lead name	Text
{{company}}	Company	Text
{{source}}	Source	Text
{{budget}}	Budget	Number
{{assignee}}	Assignee (id)	ID
{{assigneename}}	Assignee	Text

Not available on this trigger: Complete the task.

Lead converted

Trigger key: lead_converted

A lead becomes a customer.

Value	What it holds	Type	Options
{{leadname}}	Lead name	Text
{{company}}	Company	Text
{{source}}	Source	Text
{{budget}}	Budget	Number
{{customername}}	Customer name	Text

Not available on this trigger: Complete the task.

Lead created

Trigger key: lead_created

A lead is added from the dashboard, a form, the API or an import.

Value	What it holds	Type	Options
{{leadname}}	Lead name	Text
{{company}}	Company	Text
{{source}}	Source	Text
{{status}}	Status	One of a list	new, contacted, qualified, unqualified, converted, lost
{{budget}}	Budget	Number

Not available on this trigger: Complete the task.

Lead deleted

Trigger key: lead_deleted

A lead is deleted.

Value	What it holds	Type	Options
{{leadid}}	Lead (id)	ID
{{leadname}}	Lead name	Text
{{company}}	Company	Text
{{source}}	Source	Text
{{budget}}	Budget	Number
{{email}}	Email	Text
{{phone}}	Phone	Text
{{status}}	Status	One of a list	new, contacted, qualified, unqualified, converted, lost
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID

Not available on this trigger: Assign owner, Complete the task.

Lead first-response SLA breached

Trigger key: lead_sla_breached · Daily check

Hourly check: a lead had no first contact within the configured hours.

Value	What it holds	Type	Options
{{leadname}}	Lead name	Text
{{company}}	Company	Text
{{source}}	Source	Text
{{budget}}	Budget	Number
{{hoursopen}}	Hours open	Number

Not available on this trigger: Complete the task.

Lead is idle

Trigger key: lead_idle · Daily check

Daily check: an open lead has not been touched for the configured days.

Value	What it holds	Type	Options
{{leadname}}	Lead name	Text
{{company}}	Company	Text
{{source}}	Source	Text
{{budget}}	Budget	Number
{{idledays}}	Days idle	Number

Not available on this trigger: Complete the task.

Lead lost

Trigger key: lead_lost

A lead is closed as lost.

Value	What it holds	Type	Options
{{leadname}}	Lead name	Text
{{company}}	Company	Text
{{source}}	Source	Text
{{budget}}	Budget	Number
{{outcome}}	Outcome	Text
{{reason}}	Reason	Text

Not available on this trigger: Complete the task.

Lead status changed

Trigger key: lead_status_changed

A lead moves from one status to another.

Value	What it holds	Type	Options
{{leadname}}	Lead name	Text
{{company}}	Company	Text
{{source}}	Source	Text
{{budget}}	Budget	Number
{{fromstatus}}	From status	One of a list	new, contacted, qualified, unqualified, converted, lost
{{tostatus}}	To status	One of a list	new, contacted, qualified, unqualified, converted, lost

Not available on this trigger: Complete the task.

Lead updated

Trigger key: lead_updated

A lead is edited. Changed fields lists what changed.

Value	What it holds	Type	Options
{{leadid}}	Lead (id)	ID
{{leadname}}	Lead name	Text
{{company}}	Company	Text
{{source}}	Source	Text
{{budget}}	Budget	Number
{{email}}	Email	Text
{{phone}}	Phone	Text
{{status}}	Status	One of a list	new, contacted, qualified, unqualified, converted, lost
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID
{{changedfields}}	Changed fields	Text

Not available on this trigger: Complete the task.

Lists

List created

Trigger key: list_created

A list is created, by a person, the API, an import or another automation.

Value	What it holds	Type	Options
{{listid}}	List (id)	ID
{{name}}	Name	Text
{{description}}	Description	Text
{{type}}	Type	Text
{{status}}	Status	One of a list	active
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID

Not available on this trigger: Email the contact, SMS the contact, WhatsApp the contact, Complete the task, Enroll in sequence, Exit sequence.

List deleted

Trigger key: list_deleted

A list is deleted.

Value	What it holds	Type	Options
{{listid}}	List (id)	ID
{{name}}	Name	Text
{{description}}	Description	Text
{{type}}	Type	Text
{{status}}	Status	One of a list	active
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID

Not available on this trigger: Email the contact, SMS the contact, WhatsApp the contact, Assign owner, Complete the task, Enroll in sequence, Exit sequence.

List entry created

Trigger key: list_entry_created

A list entry is created, by a person, the API, an import or another automation.

Value	What it holds	Type	Options
{{contactid}}	List entry (id)	ID
{{listid}}	List (id)	ID
{{name}}	Name	Text
{{firstname}}	First name	Text
{{lastname}}	Last name	Text
{{email}}	Email	Text
{{phone}}	Phone	Text
{{company}}	Company	Text
{{source}}	Source	Text
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID

Not available on this trigger: Complete the task, Enroll in sequence, Exit sequence.

List entry deleted

Trigger key: list_entry_deleted

A list entry is deleted.

Value	What it holds	Type	Options
{{contactid}}	List entry (id)	ID
{{listid}}	List (id)	ID
{{name}}	Name	Text
{{firstname}}	First name	Text
{{lastname}}	Last name	Text
{{email}}	Email	Text
{{phone}}	Phone	Text
{{company}}	Company	Text
{{source}}	Source	Text
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID

Not available on this trigger: Assign owner, Complete the task, Enroll in sequence, Exit sequence.

List entry updated

Trigger key: list_entry_updated

A list entry is edited. Changed fields lists what changed.

Value	What it holds	Type	Options
{{contactid}}	List entry (id)	ID
{{listid}}	List (id)	ID
{{name}}	Name	Text
{{firstname}}	First name	Text
{{lastname}}	Last name	Text
{{email}}	Email	Text
{{phone}}	Phone	Text
{{company}}	Company	Text
{{source}}	Source	Text
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID
{{changedfields}}	Changed fields	Text

Not available on this trigger: Complete the task, Enroll in sequence, Exit sequence.

List updated

Trigger key: list_updated

A list is edited. Changed fields lists what changed.

Value	What it holds	Type	Options
{{listid}}	List (id)	ID
{{name}}	Name	Text
{{description}}	Description	Text
{{type}}	Type	Text
{{status}}	Status	One of a list	active
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID
{{changedfields}}	Changed fields	Text

Not available on this trigger: Email the contact, SMS the contact, WhatsApp the contact, Complete the task, Enroll in sequence, Exit sequence.

Messages

Message created

Trigger key: message_created

A message is created, by a person, the API, an import or another automation.

Value	What it holds	Type	Options
{{messageid}}	Message (id)	ID
{{channel}}	Channel	Text
{{direction}}	Direction	Text
{{recipient}}	Recipient	Text
{{body}}	Message	Text
{{errormessage}}	Error	Text
{{sentat}}	Sent (date and time)	Text
{{status}}	Status	One of a list	queued, sent, failed
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID
{{customername}}	Customer name	Text
{{customeremail}}	Customer email	Text

Not available on this trigger: Email the contact, SMS the contact, WhatsApp the contact, Complete the task, Enroll in sequence, Exit sequence.

Message deleted

Trigger key: message_deleted

A message is deleted.

Value	What it holds	Type	Options
{{messageid}}	Message (id)	ID
{{channel}}	Channel	Text
{{direction}}	Direction	Text
{{recipient}}	Recipient	Text
{{body}}	Message	Text
{{errormessage}}	Error	Text
{{sentat}}	Sent (date and time)	Text
{{status}}	Status	One of a list	queued, sent, failed
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID
{{customername}}	Customer name	Text
{{customeremail}}	Customer email	Text

Not available on this trigger: Email the contact, SMS the contact, WhatsApp the contact, Assign owner, Complete the task, Enroll in sequence, Exit sequence.

Payment links

Payment link created

Trigger key: payment_link_created

A payment link is created, by a person, the API, an import or another automation.

Value	What it holds	Type	Options
{{paymentlinkid}}	Payment link (id)	ID
{{title}}	Title	Text
{{type}}	Type	Text
{{section}}	Section	Text
{{amount}}	Amount	Number
{{balance}}	Balance	Number
{{currency}}	Currency	Text
{{shorturl}}	Short link code	Text
{{status}}	Status	One of a list	published, unpaid, pending, partially_paid, paid, canceled
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID
{{customername}}	Customer name	Text
{{customeremail}}	Customer email	Text

Not available on this trigger: Complete the task, Enroll in sequence, Exit sequence.

Payment link deleted

Trigger key: payment_link_deleted

A payment link is deleted.

Value	What it holds	Type	Options
{{paymentlinkid}}	Payment link (id)	ID
{{title}}	Title	Text
{{type}}	Type	Text
{{section}}	Section	Text
{{amount}}	Amount	Number
{{balance}}	Balance	Number
{{currency}}	Currency	Text
{{shorturl}}	Short link code	Text
{{status}}	Status	One of a list	published, unpaid, pending, partially_paid, paid, canceled
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID
{{customername}}	Customer name	Text
{{customeremail}}	Customer email	Text

Not available on this trigger: Assign owner, Complete the task, Enroll in sequence, Exit sequence.

Payment link status changed

Trigger key: payment_link_status_changed

A payment link moves from one status to another.

Value	What it holds	Type	Options
{{paymentlinkid}}	Payment link (id)	ID
{{title}}	Title	Text
{{type}}	Type	Text
{{section}}	Section	Text
{{amount}}	Amount	Number
{{balance}}	Balance	Number
{{currency}}	Currency	Text
{{shorturl}}	Short link code	Text
{{status}}	Status	One of a list	published, unpaid, pending, partially_paid, paid, canceled
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID
{{customername}}	Customer name	Text
{{customeremail}}	Customer email	Text
{{fromstatus}}	From status	One of a list	published, unpaid, pending, partially_paid, paid, canceled
{{tostatus}}	To status	One of a list	published, unpaid, pending, partially_paid, paid, canceled

Not available on this trigger: Complete the task, Enroll in sequence, Exit sequence.

Payment link updated

Trigger key: payment_link_updated

A payment link is edited. Changed fields lists what changed.

Value	What it holds	Type	Options
{{paymentlinkid}}	Payment link (id)	ID
{{title}}	Title	Text
{{type}}	Type	Text
{{section}}	Section	Text
{{amount}}	Amount	Number
{{balance}}	Balance	Number
{{currency}}	Currency	Text
{{shorturl}}	Short link code	Text
{{status}}	Status	One of a list	published, unpaid, pending, partially_paid, paid, canceled
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID
{{customername}}	Customer name	Text
{{customeremail}}	Customer email	Text
{{changedfields}}	Changed fields	Text

Not available on this trigger: Complete the task, Enroll in sequence, Exit sequence.

Payments

Payment failed

Trigger key: payment_failed

An incoming payment fails.

Value	What it holds	Type	Options
{{amount}}	Amount	Number
{{reference}}	Reference	Text
{{title}}	Title	Text
{{code}}	Code	Text
{{method}}	Method	One of a list	mpesa, bank, link, cashfin, external, offline
{{currency}}	Currency	Text
{{section}}	Section	Text

Not available on this trigger: Email the contact, SMS the contact, WhatsApp the contact, Assign owner, Complete the task, Enroll in sequence, Exit sequence.

Payment received

Trigger key: payment_received

An incoming payment succeeds.

Value	What it holds	Type	Options
{{amount}}	Amount	Number
{{reference}}	Reference	Text
{{title}}	Title	Text
{{code}}	Code	Text
{{method}}	Method	One of a list	mpesa, bank, link, cashfin, external, offline
{{currency}}	Currency	Text
{{section}}	Section	Text

Not available on this trigger: Email the contact, SMS the contact, WhatsApp the contact, Assign owner, Complete the task, Enroll in sequence, Exit sequence.

Payouts

Payout failed

Trigger key: payout_failed

A payout run finishes with at least one failed recipient.

Value	What it holds	Type	Options
{{code}}	Code	Text
{{title}}	Title	Text
{{amount}}	Amount	Number
{{reason}}	Reason	Text
{{reasonlabel}}	Reason (label)	Text
{{method}}	Method	One of a list	mpesa, bank, link, cashfin, external, offline
{{recipients}}	Recipients	Number
{{sent}}	Sent	Number
{{failed}}	Failed	Number
{{error}}	Error	Text

Not available on this trigger: Email the contact, SMS the contact, WhatsApp the contact, Assign owner, Complete the task, Enroll in sequence, Exit sequence.

Payout sent

Trigger key: payout_sent

A payout run finishes with every recipient paid.

Value	What it holds	Type	Options
{{code}}	Code	Text
{{title}}	Title	Text
{{amount}}	Amount	Number
{{reason}}	Reason	Text
{{reasonlabel}}	Reason (label)	Text
{{method}}	Method	One of a list	mpesa, bank, link, cashfin, external, offline
{{recipients}}	Recipients	Number
{{sent}}	Sent	Number

Not available on this trigger: Email the contact, SMS the contact, WhatsApp the contact, Assign owner, Complete the task, Enroll in sequence, Exit sequence.

Process workflows

Process completed

Trigger key: workflow_completed

Every step of a process workflow is completed on a record.

Value	What it holds	Type	Options
{{section}}	Section	Text
{{workflow}}	Process workflow	Text
{{referencecode}}	Record code	Text
{{title}}	Title	Text

Not available on this trigger: Email the contact, SMS the contact, WhatsApp the contact, Assign owner, Complete the task, Enroll in sequence, Exit sequence.

Process step completed

Trigger key: workflow_step_completed

A step of a process workflow is completed on a record.

Value	What it holds	Type	Options
{{section}}	Section	Text
{{workflow}}	Process workflow	Text
{{step}}	Step	Text
{{stepkey}}	Step key	Text
{{referencecode}}	Record code	Text
{{title}}	Title	Text

Not available on this trigger: Email the contact, SMS the contact, WhatsApp the contact, Assign owner, Complete the task, Enroll in sequence, Exit sequence.

Product categories

Product category created

Trigger key: product_category_created

A product category is created, by a person, the API, an import or another automation.

Value	What it holds	Type	Options
{{categoryid}}	Category (id)	ID
{{title}}	Title	Text
{{slug}}	Slug	Text
{{parentid}}	Parent category (id)	ID
{{status}}	Status	One of a list	active, inactive
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID

Not available on this trigger: Email the contact, SMS the contact, WhatsApp the contact, Complete the task, Enroll in sequence, Exit sequence.

Product category deleted

Trigger key: product_category_deleted

A product category is deleted.

Value	What it holds	Type	Options
{{categoryid}}	Category (id)	ID
{{title}}	Title	Text
{{slug}}	Slug	Text
{{parentid}}	Parent category (id)	ID
{{status}}	Status	One of a list	active, inactive
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID

Not available on this trigger: Email the contact, SMS the contact, WhatsApp the contact, Assign owner, Complete the task, Enroll in sequence, Exit sequence.

Product category status changed

Trigger key: product_category_status_changed

A product category moves from one status to another.

Value	What it holds	Type	Options
{{categoryid}}	Category (id)	ID
{{title}}	Title	Text
{{slug}}	Slug	Text
{{parentid}}	Parent category (id)	ID
{{status}}	Status	One of a list	active, inactive
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID
{{fromstatus}}	From status	One of a list	active, inactive
{{tostatus}}	To status	One of a list	active, inactive

Not available on this trigger: Email the contact, SMS the contact, WhatsApp the contact, Complete the task, Enroll in sequence, Exit sequence.

Product category updated

Trigger key: product_category_updated

A product category is edited. Changed fields lists what changed.

Value	What it holds	Type	Options
{{categoryid}}	Category (id)	ID
{{title}}	Title	Text
{{slug}}	Slug	Text
{{parentid}}	Parent category (id)	ID
{{status}}	Status	One of a list	active, inactive
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID
{{changedfields}}	Changed fields	Text

Not available on this trigger: Email the contact, SMS the contact, WhatsApp the contact, Complete the task, Enroll in sequence, Exit sequence.

Product reviews

Product review created

Trigger key: product_review_created

A product review is created, by a person, the API, an import or another automation.

Value	What it holds	Type	Options
{{reviewid}}	Review (id)	ID
{{productid}}	Product (id)	ID
{{producttitle}}	Product	Text
{{reviewername}}	Reviewer name	Text
{{revieweremail}}	Reviewer email	Text
{{stars}}	Stars	Number
{{title}}	Title	Text
{{content}}	Review	Text
{{reply}}	Reply	Text
{{status}}	Status	One of a list	approved, pending, rejected
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID

Not available on this trigger: Email the contact, SMS the contact, WhatsApp the contact, Complete the task, Enroll in sequence, Exit sequence.

Production orders

Production order created

Trigger key: production_order_created

A production order is created, by a person, the API, an import or another automation.

Value	What it holds	Type	Options
{{productionorderid}}	Production order (id)	ID
{{orderno}}	Order number	Text
{{title}}	Title	Text
{{outputproductid}}	Product made (id)	ID
{{outputqty}}	Quantity	Number
{{outputunit}}	Unit	Text
{{stockstatus}}	Stock status	Text
{{plannedstart}}	Planned start (date and time)	Text
{{plannedend}}	Planned end (date and time)	Text
{{actualstart}}	Started (date and time)	Text
{{actualend}}	Finished (date and time)	Text
{{status}}	Status	One of a list	draft, planned, in_progress, completed, cancelled
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID

Not available on this trigger: Email the contact, SMS the contact, WhatsApp the contact, Complete the task, Enroll in sequence, Exit sequence.

Production order status changed

Trigger key: production_order_status_changed

A production order moves from one status to another.

Value	What it holds	Type	Options
{{productionorderid}}	Production order (id)	ID
{{orderno}}	Order number	Text
{{title}}	Title	Text
{{outputproductid}}	Product made (id)	ID
{{outputqty}}	Quantity	Number
{{outputunit}}	Unit	Text
{{stockstatus}}	Stock status	Text
{{plannedstart}}	Planned start (date and time)	Text
{{plannedend}}	Planned end (date and time)	Text
{{actualstart}}	Started (date and time)	Text
{{actualend}}	Finished (date and time)	Text
{{status}}	Status	One of a list	draft, planned, in_progress, completed, cancelled
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID
{{fromstatus}}	From status	One of a list	draft, planned, in_progress, completed, cancelled
{{tostatus}}	To status	One of a list	draft, planned, in_progress, completed, cancelled

Not available on this trigger: Email the contact, SMS the contact, WhatsApp the contact, Complete the task, Enroll in sequence, Exit sequence.

Production order updated

Trigger key: production_order_updated

A production order is edited. Changed fields lists what changed.

Value	What it holds	Type	Options
{{productionorderid}}	Production order (id)	ID
{{orderno}}	Order number	Text
{{title}}	Title	Text
{{outputproductid}}	Product made (id)	ID
{{outputqty}}	Quantity	Number
{{outputunit}}	Unit	Text
{{stockstatus}}	Stock status	Text
{{plannedstart}}	Planned start (date and time)	Text
{{plannedend}}	Planned end (date and time)	Text
{{actualstart}}	Started (date and time)	Text
{{actualend}}	Finished (date and time)	Text
{{status}}	Status	One of a list	draft, planned, in_progress, completed, cancelled
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID
{{changedfields}}	Changed fields	Text

Not available on this trigger: Email the contact, SMS the contact, WhatsApp the contact, Complete the task, Enroll in sequence, Exit sequence.

Products

Product created

Trigger key: product_created

A product is created, by a person, the API, an import or another automation.

Value	What it holds	Type	Options
{{productid}}	Product (id)	ID
{{title}}	Title	Text
{{sku}}	SKU	Text
{{type}}	Type	Text
{{price}}	Price	Number
{{compareatprice}}	Compare-at price	Number
{{costprice}}	Cost price	Number
{{stock}}	Stock	Number
{{reorderpoint}}	Reorder point	Number
{{categoryid}}	Category (id)	ID
{{brandid}}	Brand (id)	ID
{{status}}	Status	One of a list	published, draft
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID

Not available on this trigger: Email the contact, SMS the contact, WhatsApp the contact, Complete the task, Enroll in sequence, Exit sequence.

Product deleted

Trigger key: product_deleted

A product is deleted.

Value	What it holds	Type	Options
{{productid}}	Product (id)	ID
{{title}}	Title	Text
{{sku}}	SKU	Text
{{type}}	Type	Text
{{price}}	Price	Number
{{compareatprice}}	Compare-at price	Number
{{costprice}}	Cost price	Number
{{stock}}	Stock	Number
{{reorderpoint}}	Reorder point	Number
{{categoryid}}	Category (id)	ID
{{brandid}}	Brand (id)	ID
{{status}}	Status	One of a list	published, draft
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID

Not available on this trigger: Email the contact, SMS the contact, WhatsApp the contact, Assign owner, Complete the task, Enroll in sequence, Exit sequence.

Product status changed

Trigger key: product_status_changed

A product moves from one status to another.

Value	What it holds	Type	Options
{{productid}}	Product (id)	ID
{{title}}	Title	Text
{{sku}}	SKU	Text
{{type}}	Type	Text
{{price}}	Price	Number
{{compareatprice}}	Compare-at price	Number
{{costprice}}	Cost price	Number
{{stock}}	Stock	Number
{{reorderpoint}}	Reorder point	Number
{{categoryid}}	Category (id)	ID
{{brandid}}	Brand (id)	ID
{{status}}	Status	One of a list	published, draft
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID
{{fromstatus}}	From status	One of a list	published, draft
{{tostatus}}	To status	One of a list	published, draft

Not available on this trigger: Email the contact, SMS the contact, WhatsApp the contact, Complete the task, Enroll in sequence, Exit sequence.

Product updated

Trigger key: product_updated

A product is edited. Changed fields lists what changed.

Value	What it holds	Type	Options
{{productid}}	Product (id)	ID
{{title}}	Title	Text
{{sku}}	SKU	Text
{{type}}	Type	Text
{{price}}	Price	Number
{{compareatprice}}	Compare-at price	Number
{{costprice}}	Cost price	Number
{{stock}}	Stock	Number
{{reorderpoint}}	Reorder point	Number
{{categoryid}}	Category (id)	ID
{{brandid}}	Brand (id)	ID
{{status}}	Status	One of a list	published, draft
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID
{{changedfields}}	Changed fields	Text

Not available on this trigger: Email the contact, SMS the contact, WhatsApp the contact, Complete the task, Enroll in sequence, Exit sequence.

Projects

Project created

Trigger key: project_created

A project is created, by a person, the API, an import or another automation.

Value	What it holds	Type	Options
{{projectid}}	Project (id)	ID
{{customerid}}	Customer (id)	ID
{{title}}	Title	Text
{{billtype}}	Billing type	Text
{{rate}}	Rate	Number
{{estimatedtime}}	Estimated time	Number
{{percentage}}	Progress	Number
{{startdate}}	Starts (date and time)	Text
{{deadline}}	Deadline (date and time)	Text
{{completeddate}}	Completed (date and time)	Text
{{status}}	Status	One of a list	active, pending, completed
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID
{{customername}}	Customer name	Text
{{customeremail}}	Customer email	Text

Not available on this trigger: Complete the task, Enroll in sequence, Exit sequence.

Project deleted

Trigger key: project_deleted

A project is deleted.

Value	What it holds	Type	Options
{{projectid}}	Project (id)	ID
{{customerid}}	Customer (id)	ID
{{title}}	Title	Text
{{billtype}}	Billing type	Text
{{rate}}	Rate	Number
{{estimatedtime}}	Estimated time	Number
{{percentage}}	Progress	Number
{{startdate}}	Starts (date and time)	Text
{{deadline}}	Deadline (date and time)	Text
{{completeddate}}	Completed (date and time)	Text
{{status}}	Status	One of a list	active, pending, completed
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID
{{customername}}	Customer name	Text
{{customeremail}}	Customer email	Text

Not available on this trigger: Assign owner, Complete the task, Enroll in sequence, Exit sequence.

Project status changed

Trigger key: project_status_changed

A project moves from one status to another.

Value	What it holds	Type	Options
{{projectid}}	Project (id)	ID
{{customerid}}	Customer (id)	ID
{{title}}	Title	Text
{{billtype}}	Billing type	Text
{{rate}}	Rate	Number
{{estimatedtime}}	Estimated time	Number
{{percentage}}	Progress	Number
{{startdate}}	Starts (date and time)	Text
{{deadline}}	Deadline (date and time)	Text
{{completeddate}}	Completed (date and time)	Text
{{status}}	Status	One of a list	active, pending, completed
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID
{{customername}}	Customer name	Text
{{customeremail}}	Customer email	Text
{{fromstatus}}	From status	One of a list	active, pending, completed
{{tostatus}}	To status	One of a list	active, pending, completed

Not available on this trigger: Complete the task, Enroll in sequence, Exit sequence.

Project updated

Trigger key: project_updated

A project is edited. Changed fields lists what changed.

Value	What it holds	Type	Options
{{projectid}}	Project (id)	ID
{{customerid}}	Customer (id)	ID
{{title}}	Title	Text
{{billtype}}	Billing type	Text
{{rate}}	Rate	Number
{{estimatedtime}}	Estimated time	Number
{{percentage}}	Progress	Number
{{startdate}}	Starts (date and time)	Text
{{deadline}}	Deadline (date and time)	Text
{{completeddate}}	Completed (date and time)	Text
{{status}}	Status	One of a list	active, pending, completed
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID
{{customername}}	Customer name	Text
{{customeremail}}	Customer email	Text
{{changedfields}}	Changed fields	Text

Not available on this trigger: Complete the task, Enroll in sequence, Exit sequence.

Purchase orders

Purchase order created

Trigger key: purchase_order_created

A purchase order is created, by a person, the API, an import or another automation.

Value	What it holds	Type	Options
{{purchaseorderid}}	Purchase order (id)	ID
{{orderno}}	Order number	Text
{{title}}	Title	Text
{{amount}}	Amount	Number
{{balance}}	Balance	Number
{{currency}}	Currency	Text
{{receivedstatus}}	Received status	Text
{{orderdate}}	Order date (YYYY-MM-DD)	Text
{{expecteddeliverydate}}	Expected delivery (YYYY-MM-DD)	Text
{{vendorid}}	Vendor (id)	ID
{{status}}	Status	Text
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID

Not available on this trigger: Email the contact, SMS the contact, WhatsApp the contact, Complete the task, Enroll in sequence, Exit sequence.

Purchase order deleted

Trigger key: purchase_order_deleted

A purchase order is deleted.

Value	What it holds	Type	Options
{{purchaseorderid}}	Purchase order (id)	ID
{{orderno}}	Order number	Text
{{title}}	Title	Text
{{amount}}	Amount	Number
{{balance}}	Balance	Number
{{currency}}	Currency	Text
{{receivedstatus}}	Received status	Text
{{orderdate}}	Order date (YYYY-MM-DD)	Text
{{expecteddeliverydate}}	Expected delivery (YYYY-MM-DD)	Text
{{vendorid}}	Vendor (id)	ID
{{status}}	Status	Text
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID

Not available on this trigger: Email the contact, SMS the contact, WhatsApp the contact, Assign owner, Complete the task, Enroll in sequence, Exit sequence.

Purchase order status changed

Trigger key: purchase_order_status_changed

A purchase order moves from one status to another.

Value	What it holds	Type	Options
{{purchaseorderid}}	Purchase order (id)	ID
{{orderno}}	Order number	Text
{{title}}	Title	Text
{{amount}}	Amount	Number
{{balance}}	Balance	Number
{{currency}}	Currency	Text
{{receivedstatus}}	Received status	Text
{{orderdate}}	Order date (YYYY-MM-DD)	Text
{{expecteddeliverydate}}	Expected delivery (YYYY-MM-DD)	Text
{{vendorid}}	Vendor (id)	ID
{{status}}	Status	Text
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID
{{fromstatus}}	From status	Text
{{tostatus}}	To status	Text

Not available on this trigger: Email the contact, SMS the contact, WhatsApp the contact, Complete the task, Enroll in sequence, Exit sequence.

Purchase order updated

Trigger key: purchase_order_updated

A purchase order is edited. Changed fields lists what changed.

Value	What it holds	Type	Options
{{purchaseorderid}}	Purchase order (id)	ID
{{orderno}}	Order number	Text
{{title}}	Title	Text
{{amount}}	Amount	Number
{{balance}}	Balance	Number
{{currency}}	Currency	Text
{{receivedstatus}}	Received status	Text
{{orderdate}}	Order date (YYYY-MM-DD)	Text
{{expecteddeliverydate}}	Expected delivery (YYYY-MM-DD)	Text
{{vendorid}}	Vendor (id)	ID
{{status}}	Status	Text
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID
{{changedfields}}	Changed fields	Text

Not available on this trigger: Email the contact, SMS the contact, WhatsApp the contact, Complete the task, Enroll in sequence, Exit sequence.

Purchase requisitions

Purchase requisition created

Trigger key: purchase_requisition_created

A purchase requisition is created, by a person, the API, an import or another automation.

Value	What it holds	Type	Options
{{requisitionid}}	Requisition (id)	ID
{{requisitionno}}	Requisition number	Text
{{title}}	Title	Text
{{description}}	Reason	Text
{{priority}}	Priority	Text
{{neededby}}	Needed by (YYYY-MM-DD)	Text
{{amount}}	Amount	Number
{{currency}}	Currency	Text
{{vendorid}}	Vendor (id)	ID
{{requestedby}}	Requested by (id)	ID
{{rejectionreason}}	Rejection reason	Text
{{submittedat}}	Submitted (date and time)	Text
{{approvedat}}	Approved (date and time)	Text
{{status}}	Status	One of a list	draft, pending_approval, approved, rejected, partially_ordered, ordered, closed, cancelled
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID

Not available on this trigger: Email the contact, SMS the contact, WhatsApp the contact, Complete the task, Enroll in sequence, Exit sequence.

Purchase requisition deleted

Trigger key: purchase_requisition_deleted

A purchase requisition is deleted.

Value	What it holds	Type	Options
{{requisitionid}}	Requisition (id)	ID
{{requisitionno}}	Requisition number	Text
{{title}}	Title	Text
{{description}}	Reason	Text
{{priority}}	Priority	Text
{{neededby}}	Needed by (YYYY-MM-DD)	Text
{{amount}}	Amount	Number
{{currency}}	Currency	Text
{{vendorid}}	Vendor (id)	ID
{{requestedby}}	Requested by (id)	ID
{{rejectionreason}}	Rejection reason	Text
{{submittedat}}	Submitted (date and time)	Text
{{approvedat}}	Approved (date and time)	Text
{{status}}	Status	One of a list	draft, pending_approval, approved, rejected, partially_ordered, ordered, closed, cancelled
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID

Not available on this trigger: Email the contact, SMS the contact, WhatsApp the contact, Assign owner, Complete the task, Enroll in sequence, Exit sequence.

Purchase requisition status changed

Trigger key: purchase_requisition_status_changed

A purchase requisition moves from one status to another.

Value	What it holds	Type	Options
{{requisitionid}}	Requisition (id)	ID
{{requisitionno}}	Requisition number	Text
{{title}}	Title	Text
{{description}}	Reason	Text
{{priority}}	Priority	Text
{{neededby}}	Needed by (YYYY-MM-DD)	Text
{{amount}}	Amount	Number
{{currency}}	Currency	Text
{{vendorid}}	Vendor (id)	ID
{{requestedby}}	Requested by (id)	ID
{{rejectionreason}}	Rejection reason	Text
{{submittedat}}	Submitted (date and time)	Text
{{approvedat}}	Approved (date and time)	Text
{{status}}	Status	One of a list	draft, pending_approval, approved, rejected, partially_ordered, ordered, closed, cancelled
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID
{{fromstatus}}	From status	One of a list	draft, pending_approval, approved, rejected, partially_ordered, ordered, closed, cancelled
{{tostatus}}	To status	One of a list	draft, pending_approval, approved, rejected, partially_ordered, ordered, closed, cancelled

Not available on this trigger: Email the contact, SMS the contact, WhatsApp the contact, Complete the task, Enroll in sequence, Exit sequence.

Purchase requisition updated

Trigger key: purchase_requisition_updated

A purchase requisition is edited. Changed fields lists what changed.

Value	What it holds	Type	Options
{{requisitionid}}	Requisition (id)	ID
{{requisitionno}}	Requisition number	Text
{{title}}	Title	Text
{{description}}	Reason	Text
{{priority}}	Priority	Text
{{neededby}}	Needed by (YYYY-MM-DD)	Text
{{amount}}	Amount	Number
{{currency}}	Currency	Text
{{vendorid}}	Vendor (id)	ID
{{requestedby}}	Requested by (id)	ID
{{rejectionreason}}	Rejection reason	Text
{{submittedat}}	Submitted (date and time)	Text
{{approvedat}}	Approved (date and time)	Text
{{status}}	Status	One of a list	draft, pending_approval, approved, rejected, partially_ordered, ordered, closed, cancelled
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID
{{changedfields}}	Changed fields	Text

Not available on this trigger: Email the contact, SMS the contact, WhatsApp the contact, Complete the task, Enroll in sequence, Exit sequence.

Quotes

Quote created

Trigger key: quote_created

A quote is created, by a person, the API, an import or another automation.

Value	What it holds	Type	Options
{{quoteid}}	Quote (id)	ID
{{quoteno}}	Quote number	Text
{{title}}	Title	Text
{{amount}}	Amount	Number
{{currency}}	Currency	Text
{{quotedate}}	Quote date (YYYY-MM-DD)	Text
{{expirydate}}	Expiry date (YYYY-MM-DD)	Text
{{status}}	Status	One of a list	published, draft, sent, approving, approved, rejected
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID
{{customername}}	Customer name	Text
{{customeremail}}	Customer email	Text

Not available on this trigger: Complete the task, Enroll in sequence, Exit sequence.

Quote deleted

Trigger key: quote_deleted

A quote is deleted.

Value	What it holds	Type	Options
{{quoteid}}	Quote (id)	ID
{{quoteno}}	Quote number	Text
{{title}}	Title	Text
{{amount}}	Amount	Number
{{currency}}	Currency	Text
{{quotedate}}	Quote date (YYYY-MM-DD)	Text
{{expirydate}}	Expiry date (YYYY-MM-DD)	Text
{{status}}	Status	One of a list	published, draft, sent, approving, approved, rejected
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID
{{customername}}	Customer name	Text
{{customeremail}}	Customer email	Text

Not available on this trigger: Assign owner, Complete the task, Enroll in sequence, Exit sequence.

Quote status changed

Trigger key: quote_status_changed

A quote moves from one status to another.

Value	What it holds	Type	Options
{{quoteid}}	Quote (id)	ID
{{quoteno}}	Quote number	Text
{{title}}	Title	Text
{{amount}}	Amount	Number
{{currency}}	Currency	Text
{{quotedate}}	Quote date (YYYY-MM-DD)	Text
{{expirydate}}	Expiry date (YYYY-MM-DD)	Text
{{status}}	Status	One of a list	published, draft, sent, approving, approved, rejected
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID
{{customername}}	Customer name	Text
{{customeremail}}	Customer email	Text
{{fromstatus}}	From status	One of a list	published, draft, sent, approving, approved, rejected
{{tostatus}}	To status	One of a list	published, draft, sent, approving, approved, rejected

Not available on this trigger: Complete the task, Enroll in sequence, Exit sequence.

Quote updated

Trigger key: quote_updated

A quote is edited. Changed fields lists what changed.

Value	What it holds	Type	Options
{{quoteid}}	Quote (id)	ID
{{quoteno}}	Quote number	Text
{{title}}	Title	Text
{{amount}}	Amount	Number
{{currency}}	Currency	Text
{{quotedate}}	Quote date (YYYY-MM-DD)	Text
{{expirydate}}	Expiry date (YYYY-MM-DD)	Text
{{status}}	Status	One of a list	published, draft, sent, approving, approved, rejected
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID
{{customername}}	Customer name	Text
{{customeremail}}	Customer email	Text
{{changedfields}}	Changed fields	Text

Not available on this trigger: Complete the task, Enroll in sequence, Exit sequence.

Receipts

Receipt created

Trigger key: receipt_created

A receipt is created, by a person, the API, an import or another automation.

Value	What it holds	Type	Options
{{receiptid}}	Receipt (id)	ID
{{receiptno}}	Receipt number	Text
{{title}}	Title	Text
{{amount}}	Amount	Number
{{balancedue}}	Balance due	Number
{{currency}}	Currency	Text
{{receiptdate}}	Receipt date (YYYY-MM-DD)	Text
{{section}}	Section	Text
{{transactionid}}	Transaction (id)	ID
{{status}}	Status	Text
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID
{{customername}}	Customer name	Text
{{customeremail}}	Customer email	Text

Not available on this trigger: Complete the task, Enroll in sequence, Exit sequence.

Receipt deleted

Trigger key: receipt_deleted

A receipt is deleted.

Value	What it holds	Type	Options
{{receiptid}}	Receipt (id)	ID
{{receiptno}}	Receipt number	Text
{{title}}	Title	Text
{{amount}}	Amount	Number
{{balancedue}}	Balance due	Number
{{currency}}	Currency	Text
{{receiptdate}}	Receipt date (YYYY-MM-DD)	Text
{{section}}	Section	Text
{{transactionid}}	Transaction (id)	ID
{{status}}	Status	Text
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID
{{customername}}	Customer name	Text
{{customeremail}}	Customer email	Text

Not available on this trigger: Assign owner, Complete the task, Enroll in sequence, Exit sequence.

Receipt updated

Trigger key: receipt_updated

A receipt is edited. Changed fields lists what changed.

Value	What it holds	Type	Options
{{receiptid}}	Receipt (id)	ID
{{receiptno}}	Receipt number	Text
{{title}}	Title	Text
{{amount}}	Amount	Number
{{balancedue}}	Balance due	Number
{{currency}}	Currency	Text
{{receiptdate}}	Receipt date (YYYY-MM-DD)	Text
{{section}}	Section	Text
{{transactionid}}	Transaction (id)	ID
{{status}}	Status	Text
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID
{{customername}}	Customer name	Text
{{customeremail}}	Customer email	Text
{{changedfields}}	Changed fields	Text

Not available on this trigger: Complete the task, Enroll in sequence, Exit sequence.

Refunds

Refund created

Trigger key: refund_created

A refund is created, by a person, the API, an import or another automation.

Value	What it holds	Type	Options
{{refundid}}	Refund (id)	ID
{{refundno}}	Refund number	Text
{{title}}	Title	Text
{{invoiceid}}	Invoice (id)	ID
{{invoiceno}}	Invoice number	Text
{{amount}}	Amount	Number
{{currency}}	Currency	Text
{{method}}	Method	Text
{{reference}}	Reference	Text
{{reason}}	Reason	Text
{{refunddate}}	Refund date (YYYY-MM-DD)	Text
{{status}}	Status	One of a list	pending, completed
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID
{{customername}}	Customer name	Text
{{customeremail}}	Customer email	Text

Not available on this trigger: Complete the task, Enroll in sequence, Exit sequence.

Refund status changed

Trigger key: refund_status_changed

A refund moves from one status to another.

Value	What it holds	Type	Options
{{refundid}}	Refund (id)	ID
{{refundno}}	Refund number	Text
{{title}}	Title	Text
{{invoiceid}}	Invoice (id)	ID
{{invoiceno}}	Invoice number	Text
{{amount}}	Amount	Number
{{currency}}	Currency	Text
{{method}}	Method	Text
{{reference}}	Reference	Text
{{reason}}	Reason	Text
{{refunddate}}	Refund date (YYYY-MM-DD)	Text
{{status}}	Status	One of a list	pending, completed
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID
{{customername}}	Customer name	Text
{{customeremail}}	Customer email	Text
{{fromstatus}}	From status	One of a list	pending, completed
{{tostatus}}	To status	One of a list	pending, completed

Not available on this trigger: Complete the task, Enroll in sequence, Exit sequence.

Sales orders

Sales order created

Trigger key: order_created

A sales order is created, by a person, the API, an import or another automation.

Value	What it holds	Type	Options
{{orderid}}	Order (id)	ID
{{orderno}}	Order number	Text
{{title}}	Title	Text
{{amount}}	Amount	Number
{{balance}}	Balance	Number
{{currency}}	Currency	Text
{{stockstatus}}	Stock status	Text
{{type}}	Type	Text
{{duedate}}	Due date (YYYY-MM-DD)	Text
{{orderdate}}	Order date (YYYY-MM-DD)	Text
{{status}}	Status	One of a list	published, processing, paid, partially_paid, canceled, refunded, partially_refunded, credited
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID
{{customername}}	Customer name	Text
{{customeremail}}	Customer email	Text

Not available on this trigger: Complete the task, Enroll in sequence, Exit sequence.

Sales order deleted

Trigger key: order_deleted

A sales order is deleted.

Value	What it holds	Type	Options
{{orderid}}	Order (id)	ID
{{orderno}}	Order number	Text
{{title}}	Title	Text
{{amount}}	Amount	Number
{{balance}}	Balance	Number
{{currency}}	Currency	Text
{{stockstatus}}	Stock status	Text
{{type}}	Type	Text
{{duedate}}	Due date (YYYY-MM-DD)	Text
{{orderdate}}	Order date (YYYY-MM-DD)	Text
{{status}}	Status	One of a list	published, processing, paid, partially_paid, canceled, refunded, partially_refunded, credited
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID
{{customername}}	Customer name	Text
{{customeremail}}	Customer email	Text

Not available on this trigger: Assign owner, Complete the task, Enroll in sequence, Exit sequence.

Sales order status changed

Trigger key: order_status_changed

A sales order moves from one status to another.

Value	What it holds	Type	Options
{{orderid}}	Order (id)	ID
{{orderno}}	Order number	Text
{{title}}	Title	Text
{{amount}}	Amount	Number
{{balance}}	Balance	Number
{{currency}}	Currency	Text
{{stockstatus}}	Stock status	Text
{{type}}	Type	Text
{{duedate}}	Due date (YYYY-MM-DD)	Text
{{orderdate}}	Order date (YYYY-MM-DD)	Text
{{status}}	Status	One of a list	published, processing, paid, partially_paid, canceled, refunded, partially_refunded, credited
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID
{{customername}}	Customer name	Text
{{customeremail}}	Customer email	Text
{{fromstatus}}	From status	One of a list	published, processing, paid, partially_paid, canceled, refunded, partially_refunded, credited
{{tostatus}}	To status	One of a list	published, processing, paid, partially_paid, canceled, refunded, partially_refunded, credited

Not available on this trigger: Complete the task, Enroll in sequence, Exit sequence.

Sales order updated

Trigger key: order_updated

A sales order is edited. Changed fields lists what changed.

Value	What it holds	Type	Options
{{orderid}}	Order (id)	ID
{{orderno}}	Order number	Text
{{title}}	Title	Text
{{amount}}	Amount	Number
{{balance}}	Balance	Number
{{currency}}	Currency	Text
{{stockstatus}}	Stock status	Text
{{type}}	Type	Text
{{duedate}}	Due date (YYYY-MM-DD)	Text
{{orderdate}}	Order date (YYYY-MM-DD)	Text
{{status}}	Status	One of a list	published, processing, paid, partially_paid, canceled, refunded, partially_refunded, credited
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID
{{customername}}	Customer name	Text
{{customeremail}}	Customer email	Text
{{changedfields}}	Changed fields	Text

Not available on this trigger: Complete the task, Enroll in sequence, Exit sequence.

Schedule & integrations

On a schedule

Trigger key: schedule

Runs at set times: every weekday at 08:00, the first of the month...

Value	What it holds	Type	Options
{{firedat}}	Ran at	Text
{{date}}	Date	Text
{{time}}	Time	Text
{{weekday}}	Day of the week	One of a list	Monday, Tuesday, Wednesday, Thursday, Friday, Saturday, Sunday

Not available on this trigger: Email the contact, SMS the contact, WhatsApp the contact, Assign owner, Complete the task, Enroll in sequence, Exit sequence.

Webhook received

Trigger key: webhook

Another system calls this automation's private URL with JSON. Use {{body.field}} to read what it sent.

Value	What it holds	Type	Options
{{body}}	Request body	Text

Not available on this trigger: Email the contact, SMS the contact, WhatsApp the contact, Assign owner, Complete the task, Enroll in sequence, Exit sequence.

Social media

Social comment created

Trigger key: social_comment_created

A social comment is created, by a person, the API, an import or another automation.

Value	What it holds	Type	Options
{{commentid}}	Comment (id)	ID
{{postid}}	Post (id)	ID
{{platform}}	Platform	Text
{{authorname}}	Author	Text
{{message}}	Comment	Text
{{posttitle}}	Post title	Text
{{accountname}}	Account	Text
{{commentedat}}	Commented (date and time)	Text
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID

Not available on this trigger: Email the contact, SMS the contact, WhatsApp the contact, Complete the task, Enroll in sequence, Exit sequence.

Social post created

Trigger key: social_post_created

A social post is created, by a person, the API, an import or another automation.

Value	What it holds	Type	Options
{{postid}}	Post (id)	ID
{{title}}	Title	Text
{{schedulefor}}	Publish now or later	Text
{{scheduledat}}	Scheduled for (date and time)	Text
{{publishedat}}	Published (date and time)	Text
{{status}}	Status	One of a list	draft, scheduled, publishing, published, partially_published, failed
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID

Not available on this trigger: Email the contact, SMS the contact, WhatsApp the contact, Complete the task, Enroll in sequence, Exit sequence.

Social post deleted

Trigger key: social_post_deleted

A social post is deleted.

Value	What it holds	Type	Options
{{postid}}	Post (id)	ID
{{title}}	Title	Text
{{schedulefor}}	Publish now or later	Text
{{scheduledat}}	Scheduled for (date and time)	Text
{{publishedat}}	Published (date and time)	Text
{{status}}	Status	One of a list	draft, scheduled, publishing, published, partially_published, failed
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID

Not available on this trigger: Email the contact, SMS the contact, WhatsApp the contact, Assign owner, Complete the task, Enroll in sequence, Exit sequence.

Social post status changed

Trigger key: social_post_status_changed

A social post moves from one status to another.

Value	What it holds	Type	Options
{{postid}}	Post (id)	ID
{{title}}	Title	Text
{{schedulefor}}	Publish now or later	Text
{{scheduledat}}	Scheduled for (date and time)	Text
{{publishedat}}	Published (date and time)	Text
{{status}}	Status	One of a list	draft, scheduled, publishing, published, partially_published, failed
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID
{{fromstatus}}	From status	One of a list	draft, scheduled, publishing, published, partially_published, failed
{{tostatus}}	To status	One of a list	draft, scheduled, publishing, published, partially_published, failed

Not available on this trigger: Email the contact, SMS the contact, WhatsApp the contact, Complete the task, Enroll in sequence, Exit sequence.

Social post updated

Trigger key: social_post_updated

A social post is edited. Changed fields lists what changed.

Value	What it holds	Type	Options
{{postid}}	Post (id)	ID
{{title}}	Title	Text
{{schedulefor}}	Publish now or later	Text
{{scheduledat}}	Scheduled for (date and time)	Text
{{publishedat}}	Published (date and time)	Text
{{status}}	Status	One of a list	draft, scheduled, publishing, published, partially_published, failed
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID
{{changedfields}}	Changed fields	Text

Not available on this trigger: Email the contact, SMS the contact, WhatsApp the contact, Complete the task, Enroll in sequence, Exit sequence.

Stock takes

Stock take created

Trigger key: stock_take_created

A stock take is created, by a person, the API, an import or another automation.

Value	What it holds	Type	Options
{{stocktakeid}}	Stock take (id)	ID
{{referenceno}}	Reference number	Text
{{title}}	Title	Text
{{completedat}}	Completed (date and time)	Text
{{status}}	Status	One of a list	draft, completed, canceled
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID

Not available on this trigger: Email the contact, SMS the contact, WhatsApp the contact, Complete the task, Enroll in sequence, Exit sequence.

Stock take deleted

Trigger key: stock_take_deleted

A stock take is deleted.

Value	What it holds	Type	Options
{{stocktakeid}}	Stock take (id)	ID
{{referenceno}}	Reference number	Text
{{title}}	Title	Text
{{completedat}}	Completed (date and time)	Text
{{status}}	Status	One of a list	draft, completed, canceled
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID

Not available on this trigger: Email the contact, SMS the contact, WhatsApp the contact, Assign owner, Complete the task, Enroll in sequence, Exit sequence.

Stock take status changed

Trigger key: stock_take_status_changed

A stock take moves from one status to another.

Value	What it holds	Type	Options
{{stocktakeid}}	Stock take (id)	ID
{{referenceno}}	Reference number	Text
{{title}}	Title	Text
{{completedat}}	Completed (date and time)	Text
{{status}}	Status	One of a list	draft, completed, canceled
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID
{{fromstatus}}	From status	One of a list	draft, completed, canceled
{{tostatus}}	To status	One of a list	draft, completed, canceled

Not available on this trigger: Email the contact, SMS the contact, WhatsApp the contact, Complete the task, Enroll in sequence, Exit sequence.

Stock take updated

Trigger key: stock_take_updated

A stock take is edited. Changed fields lists what changed.

Value	What it holds	Type	Options
{{stocktakeid}}	Stock take (id)	ID
{{referenceno}}	Reference number	Text
{{title}}	Title	Text
{{completedat}}	Completed (date and time)	Text
{{status}}	Status	One of a list	draft, completed, canceled
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID
{{changedfields}}	Changed fields	Text

Not available on this trigger: Email the contact, SMS the contact, WhatsApp the contact, Complete the task, Enroll in sequence, Exit sequence.

Stock transfers

Stock transfer created

Trigger key: stock_transfer_created

A stock transfer is created, by a person, the API, an import or another automation.

Value	What it holds	Type	Options
{{stocktransferid}}	Stock transfer (id)	ID
{{referenceno}}	Reference number	Text
{{title}}	Title	Text
{{toterritoryid}}	To territory (id)	ID
{{completedat}}	Completed (date and time)	Text
{{status}}	Status	One of a list	applying, completed, canceled
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID

Not available on this trigger: Email the contact, SMS the contact, WhatsApp the contact, Complete the task, Enroll in sequence, Exit sequence.

Stock transfer deleted

Trigger key: stock_transfer_deleted

A stock transfer is deleted.

Value	What it holds	Type	Options
{{stocktransferid}}	Stock transfer (id)	ID
{{referenceno}}	Reference number	Text
{{title}}	Title	Text
{{toterritoryid}}	To territory (id)	ID
{{completedat}}	Completed (date and time)	Text
{{status}}	Status	One of a list	applying, completed, canceled
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID

Not available on this trigger: Email the contact, SMS the contact, WhatsApp the contact, Assign owner, Complete the task, Enroll in sequence, Exit sequence.

Stock transfer status changed

Trigger key: stock_transfer_status_changed

A stock transfer moves from one status to another.

Value	What it holds	Type	Options
{{stocktransferid}}	Stock transfer (id)	ID
{{referenceno}}	Reference number	Text
{{title}}	Title	Text
{{toterritoryid}}	To territory (id)	ID
{{completedat}}	Completed (date and time)	Text
{{status}}	Status	One of a list	applying, completed, canceled
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID
{{fromstatus}}	From status	One of a list	applying, completed, canceled
{{tostatus}}	To status	One of a list	applying, completed, canceled

Not available on this trigger: Email the contact, SMS the contact, WhatsApp the contact, Complete the task, Enroll in sequence, Exit sequence.

Stock transfer updated

Trigger key: stock_transfer_updated

A stock transfer is edited. Changed fields lists what changed.

Value	What it holds	Type	Options
{{stocktransferid}}	Stock transfer (id)	ID
{{referenceno}}	Reference number	Text
{{title}}	Title	Text
{{toterritoryid}}	To territory (id)	ID
{{completedat}}	Completed (date and time)	Text
{{status}}	Status	One of a list	applying, completed, canceled
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID
{{changedfields}}	Changed fields	Text

Not available on this trigger: Email the contact, SMS the contact, WhatsApp the contact, Complete the task, Enroll in sequence, Exit sequence.

Subscriptions

Subscription created

Trigger key: subscription_created

A subscription is created, by a person, the API, an import or another automation.

Value	What it holds	Type	Options
{{subscriptionid}}	Subscription (id)	ID
{{subscriptionno}}	Subscription number	Text
{{title}}	Title	Text
{{amount}}	Amount	Number
{{currency}}	Currency	Text
{{billingcycle}}	Billing cycle	Text
{{startdate}}	Start date (YYYY-MM-DD)	Text
{{nextbillingdate}}	Next billing date (YYYY-MM-DD)	Text
{{lastbillingdate}}	Last billing date (YYYY-MM-DD)	Text
{{enddate}}	End date (YYYY-MM-DD)	Text
{{cancellationreason}}	Cancellation reason	Text
{{status}}	Status	One of a list	active, trial, paused, canceled, expired, published, pending
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID
{{customername}}	Customer name	Text
{{customeremail}}	Customer email	Text

Not available on this trigger: Complete the task, Enroll in sequence, Exit sequence.

Subscription deleted

Trigger key: subscription_deleted

A subscription is deleted.

Value	What it holds	Type	Options
{{subscriptionid}}	Subscription (id)	ID
{{subscriptionno}}	Subscription number	Text
{{title}}	Title	Text
{{amount}}	Amount	Number
{{currency}}	Currency	Text
{{billingcycle}}	Billing cycle	Text
{{startdate}}	Start date (YYYY-MM-DD)	Text
{{nextbillingdate}}	Next billing date (YYYY-MM-DD)	Text
{{lastbillingdate}}	Last billing date (YYYY-MM-DD)	Text
{{enddate}}	End date (YYYY-MM-DD)	Text
{{cancellationreason}}	Cancellation reason	Text
{{status}}	Status	One of a list	active, trial, paused, canceled, expired, published, pending
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID
{{customername}}	Customer name	Text
{{customeremail}}	Customer email	Text

Not available on this trigger: Assign owner, Complete the task, Enroll in sequence, Exit sequence.

Subscription status changed

Trigger key: subscription_status_changed

A subscription moves from one status to another.

Value	What it holds	Type	Options
{{subscriptionid}}	Subscription (id)	ID
{{subscriptionno}}	Subscription number	Text
{{title}}	Title	Text
{{amount}}	Amount	Number
{{currency}}	Currency	Text
{{billingcycle}}	Billing cycle	Text
{{startdate}}	Start date (YYYY-MM-DD)	Text
{{nextbillingdate}}	Next billing date (YYYY-MM-DD)	Text
{{lastbillingdate}}	Last billing date (YYYY-MM-DD)	Text
{{enddate}}	End date (YYYY-MM-DD)	Text
{{cancellationreason}}	Cancellation reason	Text
{{status}}	Status	One of a list	active, trial, paused, canceled, expired, published, pending
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID
{{customername}}	Customer name	Text
{{customeremail}}	Customer email	Text
{{fromstatus}}	From status	One of a list	active, trial, paused, canceled, expired, published, pending
{{tostatus}}	To status	One of a list	active, trial, paused, canceled, expired, published, pending

Not available on this trigger: Complete the task, Enroll in sequence, Exit sequence.

Subscription updated

Trigger key: subscription_updated

A subscription is edited. Changed fields lists what changed.

Value	What it holds	Type	Options
{{subscriptionid}}	Subscription (id)	ID
{{subscriptionno}}	Subscription number	Text
{{title}}	Title	Text
{{amount}}	Amount	Number
{{currency}}	Currency	Text
{{billingcycle}}	Billing cycle	Text
{{startdate}}	Start date (YYYY-MM-DD)	Text
{{nextbillingdate}}	Next billing date (YYYY-MM-DD)	Text
{{lastbillingdate}}	Last billing date (YYYY-MM-DD)	Text
{{enddate}}	End date (YYYY-MM-DD)	Text
{{cancellationreason}}	Cancellation reason	Text
{{status}}	Status	One of a list	active, trial, paused, canceled, expired, published, pending
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID
{{customername}}	Customer name	Text
{{customeremail}}	Customer email	Text
{{changedfields}}	Changed fields	Text

Not available on this trigger: Complete the task, Enroll in sequence, Exit sequence.

Tasks

Task created

Trigger key: task_created

A task is created, by a person, the API, an import or another automation.

Value	What it holds	Type	Options
{{taskid}}	Task (id)	ID
{{title}}	Title	Text
{{description}}	Description	Text
{{startdate}}	Start date (YYYY-MM-DD)	Text
{{enddate}}	End date (YYYY-MM-DD)	Text
{{status}}	Status	One of a list	pending, in_progress, completed, done
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID

Not available on this trigger: Email the contact, SMS the contact, WhatsApp the contact, Enroll in sequence, Exit sequence.

Task deleted

Trigger key: task_deleted

A task is deleted.

Value	What it holds	Type	Options
{{taskid}}	Task (id)	ID
{{title}}	Title	Text
{{description}}	Description	Text
{{startdate}}	Start date (YYYY-MM-DD)	Text
{{enddate}}	End date (YYYY-MM-DD)	Text
{{status}}	Status	One of a list	pending, in_progress, completed, done
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID

Not available on this trigger: Email the contact, SMS the contact, WhatsApp the contact, Assign owner, Complete the task, Enroll in sequence, Exit sequence.

Task status changed

Trigger key: task_status_changed

A task moves from one status to another.

Value	What it holds	Type	Options
{{taskid}}	Task (id)	ID
{{title}}	Title	Text
{{description}}	Description	Text
{{startdate}}	Start date (YYYY-MM-DD)	Text
{{enddate}}	End date (YYYY-MM-DD)	Text
{{status}}	Status	One of a list	pending, in_progress, completed, done
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID
{{fromstatus}}	From status	One of a list	pending, in_progress, completed, done
{{tostatus}}	To status	One of a list	pending, in_progress, completed, done

Not available on this trigger: Email the contact, SMS the contact, WhatsApp the contact, Enroll in sequence, Exit sequence.

Task updated

Trigger key: task_updated

A task is edited. Changed fields lists what changed.

Value	What it holds	Type	Options
{{taskid}}	Task (id)	ID
{{title}}	Title	Text
{{description}}	Description	Text
{{startdate}}	Start date (YYYY-MM-DD)	Text
{{enddate}}	End date (YYYY-MM-DD)	Text
{{status}}	Status	One of a list	pending, in_progress, completed, done
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID
{{changedfields}}	Changed fields	Text

Not available on this trigger: Email the contact, SMS the contact, WhatsApp the contact, Enroll in sequence, Exit sequence.

Transactions

Transaction created

Trigger key: transaction_created

A transaction is created, by a person, the API, an import or another automation.

Value	What it holds	Type	Options
{{transactionid}}	Transaction (id)	ID
{{title}}	Title	Text
{{code}}	Code	Text
{{amount}}	Amount	Number
{{currency}}	Currency	Text
{{fees}}	Fees	Number
{{channel}}	Channel	Text
{{type}}	Type	Text
{{transactiontype}}	Direction (credit or debit)	Text
{{remark}}	Remark	Text
{{reference}}	Reference	Text
{{category}}	Category	Text
{{paymentlinkid}}	Payment link (id)	ID
{{accountid}}	Account (id)	ID
{{status}}	Status	One of a list	success, pending, failed
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID
{{customername}}	Customer name	Text
{{customeremail}}	Customer email	Text

Not available on this trigger: Complete the task, Enroll in sequence, Exit sequence.

Transaction status changed

Trigger key: transaction_status_changed

A transaction moves from one status to another.

Value	What it holds	Type	Options
{{transactionid}}	Transaction (id)	ID
{{title}}	Title	Text
{{code}}	Code	Text
{{amount}}	Amount	Number
{{currency}}	Currency	Text
{{fees}}	Fees	Number
{{channel}}	Channel	Text
{{type}}	Type	Text
{{transactiontype}}	Direction (credit or debit)	Text
{{remark}}	Remark	Text
{{reference}}	Reference	Text
{{category}}	Category	Text
{{paymentlinkid}}	Payment link (id)	ID
{{accountid}}	Account (id)	ID
{{status}}	Status	One of a list	success, pending, failed
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID
{{customername}}	Customer name	Text
{{customeremail}}	Customer email	Text
{{fromstatus}}	From status	One of a list	success, pending, failed
{{tostatus}}	To status	One of a list	success, pending, failed

Not available on this trigger: Complete the task, Enroll in sequence, Exit sequence.

Transaction updated

Trigger key: transaction_updated

A transaction is edited. Changed fields lists what changed.

Value	What it holds	Type	Options
{{transactionid}}	Transaction (id)	ID
{{title}}	Title	Text
{{code}}	Code	Text
{{amount}}	Amount	Number
{{currency}}	Currency	Text
{{fees}}	Fees	Number
{{channel}}	Channel	Text
{{type}}	Type	Text
{{transactiontype}}	Direction (credit or debit)	Text
{{remark}}	Remark	Text
{{reference}}	Reference	Text
{{category}}	Category	Text
{{paymentlinkid}}	Payment link (id)	ID
{{accountid}}	Account (id)	ID
{{status}}	Status	One of a list	success, pending, failed
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID
{{customername}}	Customer name	Text
{{customeremail}}	Customer email	Text
{{changedfields}}	Changed fields	Text

Not available on this trigger: Complete the task, Enroll in sequence, Exit sequence.

Vendors

Vendor created

Trigger key: vendor_created

A vendor is created, by a person, the API, an import or another automation.

Value	What it holds	Type	Options
{{vendorid}}	Vendor (id)	ID
{{name}}	Name	Text
{{company}}	Company	Text
{{industry}}	Industry	Text
{{email}}	Email	Text
{{phone}}	Phone	Text
{{country}}	Country	Text
{{city}}	City	Text
{{type}}	Type	Text
{{balance}}	Balance	Number
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID

Not available on this trigger: Email the contact, SMS the contact, WhatsApp the contact, Complete the task, Enroll in sequence, Exit sequence.

Vendor deleted

Trigger key: vendor_deleted

A vendor is deleted.

Value	What it holds	Type	Options
{{vendorid}}	Vendor (id)	ID
{{name}}	Name	Text
{{company}}	Company	Text
{{industry}}	Industry	Text
{{email}}	Email	Text
{{phone}}	Phone	Text
{{country}}	Country	Text
{{city}}	City	Text
{{type}}	Type	Text
{{balance}}	Balance	Number
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID

Not available on this trigger: Email the contact, SMS the contact, WhatsApp the contact, Assign owner, Complete the task, Enroll in sequence, Exit sequence.

Vendor updated

Trigger key: vendor_updated

A vendor is edited. Changed fields lists what changed.

Value	What it holds	Type	Options
{{vendorid}}	Vendor (id)	ID
{{name}}	Name	Text
{{company}}	Company	Text
{{industry}}	Industry	Text
{{email}}	Email	Text
{{phone}}	Phone	Text
{{country}}	Country	Text
{{city}}	City	Text
{{type}}	Type	Text
{{balance}}	Balance	Number
{{assignedto}}	Assigned to (ids)	Text
{{territoryid}}	Territory (id)	ID
{{changedfields}}	Changed fields	Text

Not available on this trigger: Email the contact, SMS the contact, WhatsApp the contact, Complete the task, Enroll in sequence, Exit sequence.