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:
Tables can't be imported directly. Please insert an image of your table which can be found here.
EntityTriggerOpportunity
Created/UpdatedClient
Created/UpdatedDocument
Created/UpdatedTask
Created/UpdatedMeeting
Created/UpdatedCall Log
Created/UpdatedEmail Log
Created/UpdatedAdditionally, the automation would first check the filter before going ahead and executing the action.
In the screen above, the filter "Opportunity stage has changed to won" is checked before the email is sent to the customer.
