FluentCRM Automation: Primary Triggers & Actions

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Primary Automation Triggers

FluentCRM Automation provides a wide range of triggers that can be used to initiate automated actions. These triggers are designed to help you streamline your marketing and communication processes, allowing you to engage with your audience in a more targeted and personalized way. Let's take a closer look at some of the primary triggers available in FluentCRM Automation.

Email Campaigns

One of the primary triggers in FluentCRM Automation is the ability to start an automation based on the performance of an email campaign. This means that you can set up an automation to run when a specific email campaign is sent, opened, clicked, or when a certain goal is achieved. This trigger allows you to automate follow-up actions based on the engagement of your subscribers with your email campaigns.

Email Sequences

Another powerful trigger in FluentCRM Automation is the ability to start an automation when a subscriber enters or completes an email sequence. This trigger is particularly useful for creating drip campaigns or onboarding sequences, where you want to automate a series of emails to be sent to your subscribers at specific intervals or based on specific actions they take.

Custom Emails

FluentCRM Automation also allows you to trigger an automation based on the sending or opening of a custom email. This means that you can set up an automation to run when a specific custom email is sent, opened, or clicked. This trigger is useful when you want to automate actions based on the engagement of your subscribers with specific emails that are not part of a larger campaign or sequence.

Searchbox

The searchbox trigger in FluentCRM Automation allows you to start an automation based on a specific search query. This means that you can set up an automation to run when a subscriber matches a certain search criteria, such as a specific tag, custom field value, or any other search parameter you define. This trigger is particularly useful for segmenting your audience and automating actions based on specific criteria.

Create New Automation Button

The "Create New Automation" button is a trigger that allows you to start an automation when a new automation is created in FluentCRM. This trigger is useful when you want to automate actions that need to be performed whenever a new automation is set up in your CRM.

Import Button

The import button trigger in FluentCRM Automation allows you to start an automation when a new contact is imported into your CRM. This trigger is useful when you want to automate actions that need to be performed whenever new contacts are added to your CRM through the import feature.

Select Checkbox

The select checkbox trigger in FluentCRM Automation allows you to start an automation when a specific checkbox is selected or deselected. This trigger is useful when you want to automate actions based on the selection or deselection of a specific option or preference by your subscribers.

ID

The ID trigger in FluentCRM Automation allows you to start an automation based on the ID of a specific contact. This trigger is useful when you want to automate actions for a specific contact or a group of contacts based on their unique ID in your CRM.

Title

The title trigger in FluentCRM Automation allows you to start an automation based on the title of a specific contact. This trigger is useful when you want to automate actions for contacts with a specific title or role in your CRM.

Trigger

The trigger trigger in FluentCRM Automation allows you to start an automation based on a specific trigger event. This trigger is useful when you want to automate actions based on a specific event or action taken by your subscribers, such as clicking a link, submitting a form, or making a purchase.

Status

The status trigger in FluentCRM Automation allows you to start an automation based on the status of a specific contact. This trigger is useful when you want to automate actions based on the status of your contacts, such as whether they are active, inactive, or unsubscribed.

Reports Button

The reports button trigger in FluentCRM Automation allows you to start an automation when a specific report is generated. This trigger is useful when you want to automate actions based on the performance or results of a specific report in your CRM.

Duplicate Button

The duplicate button trigger in FluentCRM Automation allows you to start an automation when a specific contact is duplicated. This trigger is useful when you want to automate actions that need to be performed whenever a contact is duplicated in your CRM.

Export Button

The export button trigger in FluentCRM Automation allows you to start an automation when a specific contact is exported. This trigger is useful when you want to automate actions that need to be performed whenever a contact is exported from your CRM.

Delete Button

The delete button trigger in FluentCRM Automation allows you to start an automation when a specific contact is deleted. This trigger is useful when you want to automate actions that need to be performed whenever a contact is deleted from your CRM.

Contact in Automation

The contact in automation trigger in FluentCRM Automation allows you to start an automation when a specific contact enters or exits another automation. This trigger is useful when you want to automate actions based on the movement of your contacts between different automations in your CRM.

Editor & Diagram

The editor & diagram trigger in FluentCRM Automation allows you to start an automation when a specific editor or diagram is opened or closed. This trigger is useful when you want to automate actions based on the editing or diagramming activities of your team members in your CRM.

Automation Editor

The automation editor trigger in FluentCRM Automation allows you to start an automation when a specific automation editor is opened or closed. This trigger is useful when you want to automate actions based on the editing activities of your team members in a specific automation in your CRM.

Triggers

The triggers trigger in FluentCRM Automation allows you to start an automation when a specific trigger is activated or deactivated. This trigger is useful when you want to automate actions based on the activation or deactivation of a specific trigger in your CRM.

Activities

The activities trigger in FluentCRM Automation allows you to start an automation when a specific activity is performed. This trigger is useful when you want to automate actions based on the activities or actions taken by your team members or contacts in your CRM.

Configured Triggers

The configured triggers trigger in FluentCRM Automation allows you to start an automation when a specific trigger is configured or modified. This trigger is useful when you want to automate actions based on the configuration or modification of a specific trigger in your CRM.

Published Automation

The published automation trigger in FluentCRM Automation allows you to start an automation when a specific automation is published or unpublished. This trigger is useful when you want to automate actions based on the publishing or unpublishing of a specific automation in your CRM.

Multiple Actions

The multiple actions trigger in FluentCRM Automation allows you to start an automation when multiple actions are performed. This trigger is useful when you want to automate actions based on a combination of specific actions or events in your CRM.

Steps Report

The steps report trigger in FluentCRM Automation allows you to start an automation when a specific steps report is generated. This trigger is useful when you want to automate actions based on the performance or results of a specific steps report in your CRM.

Individual Report

The individual report trigger in FluentCRM Automation allows you to start an automation when a specific individual report is generated. This trigger is useful when you want to automate actions based on the performance or results of a specific individual report in your CRM.

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