Triggers - Overview

Triggers are conditional statements (like Zaps in Zapier) that connect all the different modules of Topline. All the cool things Topline does are made possible by triggers, the wiring or 'secret sauce' in the backend

Please Note:

info icon
Now that Workflows are live in all accounts, you can do everything that Triggers and Campaigns do (and more!), all in one builder!

Example:

Let's say you have set up a Zap in Zapier to push leads into a Topline campaign when they fill out a form embedded in a Click Funnels landing page. You also want to send an SMS notification to your client to let them know when this happens (the equivalent to letting them know they have a new lead)

How would we do this?

Create, Name and Activate Triggers

Follow the steps below to create, name and activate a trigger:

  1. Click "+ Add New Trigger"

  2. Click + New Basic Rule

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

  1. Click "Please select action"

  2. Choose an action from the Choose a action dropdown and all the necessary filters

  1. Click the "Save" and "Publish".

Did this answer your question?
😞
😐
😁