Workflow Triggers
Workflow Trigger - Exact Match & Contains Phrase
Exact Match and Contains Phrase determine how narrowly an incoming phrase qualifies for a workflow.
Read guideAdaptive AI · By Adaptation Living LLC
Triggers (Legacy)
Understand and maintain supported legacy trigger behavior.
28 guides in this area
Step-by-step library
Guides for Triggers (Legacy)
Start with the guide that most closely matches the screen or task you are working on. Related material from other platform sections is included when it directly supports this topic.
Workflow Builder
Workflow Trigger - Order Submitted
The Order Submitted trigger is a powerful new workflow trigger that allows businesses to upsell customers after they have submitted an order.
Read guideWorkflow Builder
Workflow Trigger - Payment received
The Payment Received trigger is designed to act as a centralized mechanism for capturing all incoming payments across the CRM.
Read guideQuizzes
Workflow Trigger - Quiz Submitted
The Quiz Submission Trigger enables automated actions whenever a quiz is completed.
Read guideMembership/Courses Sites
Automate Group Join Requests with Workflows
This article explains how to use the Requested to Join Group workflow trigger in Adaptive AI Communities to automate membership request handling.
Read guideGetting Started w/ Workflows
Introduction to Workflows and Automations
Workflow automation simplifies repetitive tasks by setting up sequences of predefined actions triggered by specific events.
Read guideWorkflow Triggers & Actions
Marketplace Apps - Managing External Connections
Marketplace applications that require an outside account establish a separate connection for each business account.
Read guideWorkflow Triggers & Actions
Marketplace Workflow Actions
Marketplace Workflow Actions are the customizable workflow actions managed in Marketplace.
Read guideCRM Workflow Actions
Custom Object and Company Based Workflow Actions & Triggers
Adaptive AI’s custom object and company based workflow actions and triggers let you automate across Contacts, Companies, and Custom Objects.
Read guideAppointments Workflow Triggers
Workflow Trigger - Appointment Status
Adaptive AI automates actions based on appointment status updates, reducing manual work and ensuring timely follow-ups.
Read guideEvents Workflow Triggers
Workflow Trigger - Call details
This article explains the Call details workflow trigger, a powerful tool that automates actions based on the outcome of calls.
Read guideCalling
Workflow Trigger - Call Details
The Call Details workflow trigger allows workflows to start based on updates to call-related information.
Read guideWorkflow Builder
Workflow Trigger - Contact Tag
Tags are a way of categorizing your contacts. You can tag any contact in your contacts list with one or more tags to help you find it again later.
Read guideEvents Workflow Triggers
Workflow Trigger - Customer Replied
The “Customer Replied” workflow trigger is a powerful tool designed to automate actions based on customer responses.
Read guideEvents Workflow Triggers
Workflow Trigger - Email Events
The Email Events Workflow Trigger is a powerful tool that allows businesses to automate processes based on specific email interactions.
Read guideEvents Workflow Triggers
Workflow Trigger - Form Submitted
This article provides a comprehensive overview of the "Form Submitted" workflow trigger, a powerful tool that automates actions when a form is submitted in…
Read guideEvents Workflow Triggers
Workflow Trigger - Inbound Email
The Inbound Email workflow trigger allows you to automate actions whenever a new email is received on your mailboxes.
Read guideWorkflow Triggers
Workflow Trigger - Messaging Error Code - SMS
The "Messaging Error - SMS" trigger allows you to initiate workflows automatically whenever a SMS has resulted in undelivered state and returned one of the…
Read guideEvents Workflow Triggers
Workflow Trigger - User Replied
The User Replied trigger fires whenever a user (member of your team), sends a message to a contact.
Read guideServices
Workflow Trigger – Service Booking (Services v2)
Learn what the Service Booking (Services v2) workflow trigger does, when it fires, and how it differs from the appointment status triggers.
Read guideGetting Started w/ Workflows
Workflow Trigger and Action: Google Contact
Automate your CRM like a pro by connecting Adaptive AI Workflows with Google Contacts.
Read guideGeneral
Bot Detection Preventing Statistics Increment and Automation Execution
Execution Keep your email engagement metrics honest. This feature identifies bot-driven opens and clicks and stops them from inflating stats or triggering…
Read guideWorkflow Triggers
How to Create A Task Event and Task Reminder in Campaigns
This article will show you how to add task events and reminders to your Adaptive AI campaigns.
Read guideCRM Workflow Actions
Workflow Action – Find Object Record / Find Company
The Find Object Record action searches your CRM for a specific custom object record using values from an Inbound Webhook trigger.
Read guideDeliverability
Workflow Action based on Email Event Clicked/Opened
Workflow Trigger workflows the moment a contact opens or clicks an email. This guide walks through adding an Email Events trigger, filtering by event type,…
Read guideScheduling Appointments
Workflow Action: Book Appointment
The Book Appointment workflow action lets your workflow automatically create an appointment on a selected calendar when a trigger fires.
Read guideWorkflow Recipes
Workflow Recipes - Facebook comments + Workflow AI
This recipe combines a Facebook comment trigger with generated reply text and sentiment-based branching.
Read guideCalling
Why doesn’t my Business Name display after CNAM registration?
CNAM (Caller ID Name), short for Caller Name Presentation, is a legacy technology from the 1990s that allows the display of a caller’s name, whether…
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