Triggers – Overview
Modified on:Mon, 19 Sep, 2022 at 11:07 PM
Triggers are conditional statements (similar to Zaps in Zapier) that connect all the different modules of Phalera together
Think of triggers as the wiring or ‘secret sauce’ in the back-end making all the cool things Phalera does actually happen
Example:
Let’s say you have set up a Zap in Zapier to push leads into a Phalera campaign when they fill out a form embedded in a ClickFunnels landing page. You also want to send an SMS notification to your client to let them know when this happens (the equivalent to letting them know they have a new lead)
How would we do this?
Answer: Set up a trigger!
Create, Name and Activate Triggers
Follow the steps below to create, name and activate a trigger:
- Click Triggers
- Click + New Basic Rule
- Choose a trigger from the Choose a trigger dropdown and add all the necessary filters
- Click +Add action
- Choose an action from the Choose a action dropdown and all the necessary filters
- Name the Trigger in the Trigger name field
- Click the Draft dropdown and click Activate
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