Skip to main content
All CollectionsWorkflows
Types of triggers in workflow
Types of triggers in workflow

This article explains the different types of triggers available in Swipe One Workflows, and how to use them.

Harinder avatar
Written by Harinder
Updated over 3 weeks ago

Triggers are the starting point of any workflow in Swipe One. They define specific events or conditions that initiate your automated workflows.

Once you have created a workflow, on the left-hand side of the workflow builder page, you'll see the triggers section, which lists different types of triggers you can use in your workflow.

Below is a comprehensive list of available triggers and how to use them effectively.

Segment-Based Triggers

  • Enters a Segment - Initiates a workflow when a contact meets the criteria to enter a defined segment.

    Use Cases:

    • Send welcome emails when someone enters your "Trial Users" segment

    • Start onboarding sequences for new customers entering "Paid Subscribers" segment

    • Begin nurturing campaigns when leads enter "High-Intent" segment

    • Trigger special offers when contacts enter "Cart Abandonment" segment
      ​

  • Leaves a Segment - Starts a workflow when a contact no longer meets the criteria of a segment and exits it.

    Use Cases:

    • Re-engagement campaigns when users leave the "Active Users" segment

    • Follow-up sequences when contacts leave "Trial Users" segment without converting

    • Recovery campaigns when customers leave "Paid Subscribers" segment

    • Special win-back offers when contacts leave "High-Value Customers" segment

Tag-Based Triggers

  • Tag Added - Starts a workflow when a specific tag is added to a contact.

    Use Cases:

    • Begin specialized sequences when contacts are tagged as "Hot Lead"

    • Start onboarding when tagged as "New Customer"

    • Initiate support workflows when tagged as "Needs Assistance"

    • Trigger VIP treatment workflows when tagged as "High Value Customer"
      ​

  • Tag Removed - Initiates a workflow when a specific tag is removed from a contact.

    Use Cases:

    • Start re-engagement campaigns when "Active User" tag is removed

    • Begin win-back sequences when "Customer" tag is removed

    • Trigger follow-up workflows when "In Discussion" tag is removed

    • Initiate recovery campaigns when "Satisfied" tag is removed

Email Interaction Triggers

  • Email Link Clicked - Triggers a workflow when a contact clicks on a specific link within any email sent from your account.

    Use Cases:

    • Follow up with additional information based on the specific resource they clicked

    • Trigger sales team notifications for high-intent actions like pricing page clicks

    • Start product demo sequences when feature-specific links are clicked

    • Initiate special offer workflows when promotional links are engaged with
      ​

  • Opened an Email - Initiates a workflow when a contact opens any email sent from your account.

    Use Cases:

    • Follow up with engaged contacts who consistently open emails

    • Trigger additional content delivery based on email engagement

    • Start sales outreach for highly engaged leads

    • Begin specialized nurturing sequences based on email interaction patterns
      ​

  • Email Delivered - Triggers a workflow when an email is successfully delivered to a contact's inbox.

    Use Cases:

    • Start a follow-up sequence after confirming delivery of important announcements

    • Begin time-sensitive promotional campaigns once delivery is confirmed

    • Trigger secondary communications through other channels after email delivery

    • Initiate countdown sequences for limited-time offers after delivery confirmation
      ​

  • Email Bounced - Initiates a workflow when an email fails to deliver to a contact's inbox (bounces).

    Use Cases:

    • Trigger notifications to sales or support teams about invalid email addresses

    • Start alternative contact workflows through different channels

    • Begin email verification or cleanup processes for bounced contacts

    • Initiate workflows to update contact information through secondary email addresses

Time-Based Triggers

  • Date & Time Trigger : Starts a workflow at a specified date and time for contacts in a selected segment.

    Use Cases:

    • Launch promotional campaigns on specific dates

    • Start seasonal marketing campaigns

    • Begin end-of-month reporting workflows

    • Trigger renewal reminders at specific times

Event Trigger and Connect Apps

These triggers can be used to start a workflow based on event occurrences within the Swipe One app or based on the events in external applications that are connected to Swipe One. Below is a list of commonly connected apps, and the use cases based on the events triggered in each of them -

  • Shopify : Integration with your Shopify store enables various e-commerce triggers.

    Available Events: New Order Created, Order Paid, Order Cancelled, Cart Abandoned, Customer Created, Product Added to Cart, Customer Updated

    Use Cases:

    • Start post-purchase onboarding when an order is paid

    • Begin cart recovery workflows when cart is abandoned

    • Initiate welcome sequences for new customers

    • Trigger upsell campaigns after specific product purchases
      ​

  • Calendly : Integration with your Calendly account enables meeting-related triggers.

    Available Events: Meeting Scheduled, Meeting Cancelled, Meeting Completed

    Use Cases:

    • Send meeting preparation materials when scheduled

    • Begin follow-up sequences after cancellations

    • Start post-meeting nurture workflows

    • Trigger reminder sequences before appointments
      ​

  • Stripe : Integration with Stripe enables payment and subscription-related triggers.

    Available Events: New Subscription Created, Subscription Cancelled, Payment Failed, Payment Succeeded, Customer Created

    Use Cases:

    • Begin onboarding when new subscription starts

    • Start retention workflows when subscription cancels

    • Initiate payment recovery sequences for failed payments

    • Trigger upgrade campaigns based on usage patterns

  • Typeform : Integration with Typeform enables form submission triggers.

    Available Events: Form Submitted, Form Response Updated

    Use Cases:

    • Begin lead qualification processes

    • Start personalized nurturing based on responses

    • Trigger sales notifications for high-intent submissions

    • Initiate content delivery based on expressed interests
      ​

  • Zoom : Integration with Zoom enables meeting-related triggers.

    Available Events: Meeting Started, Meeting Ended, Meeting Registered, Webinar Registered

    Use Cases:

    • Send resources after webinar completion

    • Start follow-up sequences post-meeting

    • Begin pre-webinar engagement workflows

    • Trigger feedback collection after sessions
      ​

  • Wix: Integration with Wix enables website interaction triggers.
    ​Available Events: Form Submitted, Order Placed, Member Created, Contact Created

    Use Cases:

    • Begin lead nurturing after form submissions

    • Start customer onboarding after orders

    • Initiate welcome sequences for new members

    • Trigger engagement campaigns for new contacts

  • Chargebee: Integration with Chargebee enables subscription management triggers.
    ​Available Events: Subscription Created, Subscription Cancelled, Subscription Changed, Payment Failed, Invoice Generated

    Use Cases:

    • Start onboarding for new subscriptions

    • Begin retention campaigns on cancellation

    • Trigger upgrade workflows after plan changes

    • Initiate payment recovery sequences

Note About Property Changes

To trigger workflows based on property value changes (such as subscription status changes, engagement score drops, or lead score changes), you'll need to:

  1. Create a segment with the specific property conditions you want to track

  2. Use the "Contact Entered a Segment" or "Contact Left a Segment" triggers to initiate your workflow

For example:

  • To trigger a workflow when a subscription status changes to "cancelled", create a segment for contacts where "Subscription Status is cancelled" and use the "Contact Entered a Segment" trigger

  • To start retention campaigns when engagement scores drop below a threshold, create a segment for "Engagement Score less than X" and use the "Contact Entered a Segment" trigger

  • To trigger congratulatory sequences when a customer upgrades, create a segment for the upgraded status and use the "Contact Entered a Segment" trigger
    ​

Did this answer your question?