Articles on: Mobilization/Automation

Right-Click Menu: Add Trigger

This menu allows the user to add a trigger to a landmark or task in order to automate a desired outcome within their process. There are currently 11 different Triggers.



  1. Assign Task

  1. Send Notification

  1. Redirect

  1. Change Engagement Status

  1. Internal Notification

  1. CRM Record Type

  1. Relationship

  1. Assign to User Group

  1. Redirect to Checkout

  1. Create Campaign

  1. Mailchimp

Updated on: 14/04/2026

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