Workflow triggers

All 17 events that can start a workflow.

Updated 23 September 2026

Lead & contact

Lead created

Lead enters a campaign

Status changes (to a status you choose, or any)

Reply received (any channel, or email, SMS, WhatsApp or LinkedIn)

LinkedIn request accepted

Call logged (optionally for a specific outcome)

Meeting booked

Meeting coming up (minutes, hours or days before; 15 minutes by default)

Meeting attended

Meeting no-show

Opportunity created

Opportunity changes stage

Opportunity won

Opportunity lost

Custom activity logged

Matches a smart view (checked every 5 minutes)

A date is reached (days before or after a date field, checked hourly)

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