Triggers

Triggers is where all the magic happens. Once you really understand this core functionality of the system, you will be able to automate anything in your business.

Triggers Overview

This video is an overview of how "TRIGGERS" function.

Written by Fred VinsonLast update 4 years ago

Forms and Triggers

This video walks through how to set up some common automations via forms and triggers.

Written by Fred VinsonLast update 4 years ago

Appointments and Triggers

This video walks through how to set up some common automations via appointments and triggers.

Written by Fred VinsonLast update 4 years ago

Facebook Lead Ads and Triggers

This video walks through how to set up some common automations via Facebook Lead Ads and triggers.

Written by Fred VinsonLast update 4 years ago

Testing Facebook Lead Connection

This video will go over how to test your Facebook lead ad connection.

Written by Fred VinsonLast update 4 years ago

Triggering Actions with Trigger Links

This video shows how to initiate an action based on when a TRIGGER LINK is clicked by a person.

Written by Fred VinsonLast update 4 years ago

Task Reminders with Triggers

You can send yourself or team members reminders (or other trigger actions) based on the due date of any tasks you have set.

Written by Fred VinsonLast update 4 years ago

Sending data OUT with Zapier

This video shows how to automatically send data to another application via Zapier.

Written by Fred VinsonLast update 4 years ago

Adding Notes With Triggers

This video will show you how to add a note using triggers.

Written by Fred VinsonLast update 4 years ago

Testing Facebook Lead Connection

This video will show you how to test the Facebook lead connection.

Written by Fred VinsonLast update 4 years ago