CasperPortalFeature · Follow up automatically
Automation triggers that start the right action at the right time
Automation triggers are the events that start an automated workflow. In CasperPortal, a trigger can be a form submission, an incoming call, a link click, a calendar booking, a tag being added or a customer's birthday, and you can add delays between the steps that follow.
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What you can do with Automation Triggers
Lead activity triggers
Start a workflow when someone submits a form, calls your number, books on your calendar or clicks a trigger link.
CRM change triggers
Fire an action when a tag is added or a deal moves to a new pipeline stage, so your team doesn't have to remember.
Date-based triggers
Use dates like a customer's birthday to send a timely message without a calendar reminder.
Delays between steps
Add waits, such as a few hours or a few days, between the actions that a trigger starts.
How Automation Triggers works
Choose the event that should start the workflow
Add filters so it only fires for the right contacts
Pick the actions and any delays between them
Turn it on and let it run
Who uses Automation Triggers
Fitness Centers & Gyms
Turn trial signups into members with instant texts, class and session booking, and automated follow-up.
Dental Clinics
Fill the schedule: missed-call text back, online booking, reminders and review requests for dental offices.
Real Estate Agents & Developers
Lead capture, open house follow-up and deal pipelines for agents, teams and new-development sales.
Automation Triggers FAQ
What triggers an automation?
Triggers can be anything from a form submission, an incoming call, a link click or a tag being added to a customer's birthday.
Can I set delays between actions?
Yes. You can set delays, such as wait two hours or wait three days, between different steps in your automation sequence.
Can one event start more than one automation?
Yes. Several workflows can listen for the same trigger, such as one that texts the lead and another that notifies your team.
Do I need to code to set up triggers?
No. You pick triggers from a list in the visual workflow builder.