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Overview

Trigger

Workflow Trigger Event.

A Workflow Trigger is based on an Event that can come from Drip or from one of our many integrations. When the specified trigger event occurs for a person, they will enter into the Workflow automation.

Trigger Provider and Event

Trigger Provider and Event drop-downs.

Specify the trigger provider and event to trigger Workflow automation. The drop-down to the left contains all of the providers that send events to Drip. When you select Drip as the provider, the drop-down to the right contains events specific to Drip. When another provider is selected, events specific to that provider are made available in the drop-down to the right.

To configure the Trigger provider and event:

  1. From the drop-down to the left, select the event Provider

  2. From the drop-down to the right, select the Event

For more information about what providers and events can be used, read more about predefined events.

Exclusive Workflow Trigger

Workflow triggers can be initiated by any person on your list who perform the specified trigger event. Apply additional criteria to the trigger to make it more exclusive.

To make a Workflow trigger more exclusive:

  1. Click Change

  2. Apply Filters

  3. Click Update Criteria

With greater exclusivity, the trigger no longer applies to everyone who performs the trigger event. Not only must a person perform the event, but they must also fulfill the additional criteria as specified.

 

For more information about what Filters you can use to make a Workflow trigger more exclusive, read about our People Filter.

Workflow Entry Trigger

Define your trigger step.

The Entry Trigger is the top-most node in any Workflow. To define the entry trigger in a Workflow:

  1. Click Define your trigger…

  2. Select the Provider

  3. Select the Event

When the specified trigger event is performed by a person they will enter into the Workflow.