Triggers

How they work and what can be automated by leveraging triggers

11 articles in this collection
Written by TaxNitro

Task Trigger

Written by TaxNitro
Updated over a week ago

Stale Opportunity (Decay) Trigger Overview

Written by TaxNitro
Updated over a week ago

How To Send New Membership Users Custom Emails With Their Login Information

Written by TaxNitro
Updated over a week ago

Trigger - Email/SMS Notifications to Client/Yourself (New Lead)

Written by TaxNitro
Updated over a week ago

Decay Trigger

Written by TaxNitro
Updated over a week ago

Duplicating Triggers

Written by TaxNitro
Updated over a week ago

Email/SMS Notification (Lead Replied)

Written by TaxNitro
Updated over a week ago

Email/SMS Notifications (Lead Added to Campaign)

Written by TaxNitro
Updated over a week ago

Triggers Overview

Written by TaxNitro
Updated over a week ago

Appointment Triggers

Written by TaxNitro
Updated over a week ago

Triggers Overview

Written by TaxNitro
Updated over a week ago