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What are Triggers, and how do they work?

πŸŽ‰ Introducing Triggers: The Secret Sauce of AgentBase! πŸŽ‰

Updated over a year ago

Triggers - Overview

Imagine Triggers as the magical glue that connects all the different parts of AgentBase, making it work like a well-oiled machine! πŸ¦Ώβš™οΈ

Think of them as the hidden wires behind the scenes, orchestrating all the awesome things AgentBase can do. It's like having a team of tiny elves working tirelessly to ensure everything runs smoothly! πŸ§™β€β™‚οΈβœ¨

🌟 Here's a real-life example to help you understand how Triggers work their magic:

Picture this: You've set up a Zap in Zapier that automatically adds leads to an AgentBase campaign when they fill out a form on your ClickFunnels landing page. πŸ“πŸ’Œ

But wait, there's more! You also want to instantly notify your client via SMS whenever a new lead comes in so that they can do a happy dance! πŸ’ƒπŸ•Ί

How can we make this happen? πŸ€”

Answer: Set up a trigger!

Create, Name, and Activate Triggers
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Follow the steps below to create, name, and activate a trigger:

  1. Click Triggers

  2. Click + New Basic Rule

  3. Choose a trigger from the Choose a trigger dropdown and add all the necessary filters

  4. Click +Add action

  5. Choose an action from the Choose an action dropdown and all the necessary filters

  6. Name the Trigger in the Trigger name field

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