Triggers – Overview

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


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:

  1. Click Triggers
  2. Click + New Basic Rule
  3. Choose a trigger from the Choose a trigger dropdown and add all the necessary filters
  4. Click +Add action
  5. Choose an action from the Choose a action dropdown and all the necessary filters
  6. Name the Trigger in the Trigger name field
  7. Click the Draft dropdown and click Activate

Did you find it helpful? Yes No

Sign up to our Newsletter