The trigger event tells when the automation should run. It is the "if" portion of an if-then equation: if the programmed action occurs, the automation will run.

This can be the creation or updating, of an Opportunity, Client, Document, Task, Meeting, Call log, and Email log in your Zomentum account.

You can trigger an automation based on the following activities:






                                                     



Entity
Trigger    

Opportunity 

Created/Updated

Client 

Created/Updated

Document 

Created/Updated

Task 

Created/Updated

Meeting 

Created/Updated

Call Log 

Created/Updated

Email Log 

Created/Updated




Additionally, the automation would first check the filter before going ahead and executing the action.



In the screen above, the filter "Opportunity stage jas changed to won" is checked before the email is sent to the customer.