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flex"><div class="relative z-3 w-full lg:max-w-160 "><div class="flex pb-6 max-md:pb-2 lg:max-w-160"><div class="flex flex-wrap items-baseline pb-4 text-base"><a href="/en/" class="pr-2 text-body-primary-color no-underline hover:text-body-secondary-color">All Collections</a><div class="pr-2" aria-hidden="true"><svg width="6" height="10" viewBox="0 0 6 10" class="block h-2 w-2 fill-body-secondary-color rtl:rotate-180" xmlns="http://www.w3.org/2000/svg"><path fill-rule="evenodd" clip-rule="evenodd" d="M0.648862 0.898862C0.316916 1.23081 0.316916 1.769 0.648862 2.10094L3.54782 4.9999L0.648862 7.89886C0.316916 8.23081 0.316917 8.769 0.648862 9.10094C0.980808 9.43289 1.519 9.43289 1.85094 9.10094L5.35094 5.60094C5.68289 5.269 5.68289 4.73081 5.35094 4.39886L1.85094 0.898862C1.519 0.566916 0.980807 0.566916 0.648862 0.898862Z"></path></svg></div><a href="https://help.nethunt.com/en/collections/2594404-automation" class="pr-2 text-body-primary-color no-underline 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fill-body-secondary-color rtl:rotate-180" xmlns="http://www.w3.org/2000/svg"><path fill-rule="evenodd" clip-rule="evenodd" d="M0.648862 0.898862C0.316916 1.23081 0.316916 1.769 0.648862 2.10094L3.54782 4.9999L0.648862 7.89886C0.316916 8.23081 0.316917 8.769 0.648862 9.10094C0.980808 9.43289 1.519 9.43289 1.85094 9.10094L5.35094 5.60094C5.68289 5.269 5.68289 4.73081 5.35094 4.39886L1.85094 0.898862C1.519 0.566916 0.980807 0.566916 0.648862 0.898862Z"></path></svg></div><div class="text-body-secondary-color">Triggers in automation</div></div></div><div class=""><div class="article intercom-force-break"><div class="mb-10 max-lg:mb-6"><div class="flex flex-col gap-4"><div class="flex flex-col"><header class="mb-1 font-primary text-2xl font-bold leading-10 text-body-primary-color">Triggers in automation</header><div class="text-md font-normal leading-normal text-body-secondary-color"><p>What are the triggers in NetHunt workflows</p></div></div><div class="avatar"><div class="avatar__info -mt-0.5 text-base"><span class="text-body-secondary-color"> Updated over 2 years ago</span></div></div></div></div><div class="jsx-ef86202475c6562f "><div class="jsx-ef86202475c6562f article_body"><article class="jsx-ef86202475c6562f "><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>When you need to automate a process in your CRM, you need to create a workflow.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Workflows consist of: triggers and <a href="https://help.nethunt.com/en/articles/4986752-actions-in-workflows">actions</a>. Easy.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><br/>A trigger is an event that starts your workflow.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Here are available triggers:</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-center"><a href="https://downloads.intercomcdn.com/i/o/306065536/88c86114e4cc24789b2a1860/image.png?expires=1740275100&signature=8e2c22521344511782d3745c3214d5f1d0ce7ff8c1a71ffcf60cd695f3be9a17&req=dyAhFs97mIJZFb4f3HP0gGUq90CEvCRV3UUYMLYMA4mvmkqWf2iRj%2B%2BWHsY3%0AO1xbplALZ8Oy0KOr4Q%3D%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/306065536/88c86114e4cc24789b2a1860/image.png?expires=1740275100&signature=8e2c22521344511782d3745c3214d5f1d0ce7ff8c1a71ffcf60cd695f3be9a17&req=dyAhFs97mIJZFb4f3HP0gGUq90CEvCRV3UUYMLYMA4mvmkqWf2iRj%2B%2BWHsY3%0AO1xbplALZ8Oy0KOr4Q%3D%3D%0A" width="491" height="344"/></a></div><div class="intercom-interblocks-ordered-nested-list"><ol><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Deal changes Stage.</b> This trigger is mainly focused on your Deals folder. You might have another folder where you keep your opportunities/projects etc. To have this trigger on, you need to connect it to the folder in the <a href="https://help.nethunt.com/en/articles/3827300-data-enrichment">Data enrichment</a> section:</p></div></li></ol></div><div class="intercom-interblocks-image intercom-interblocks-align-center"><a href="https://downloads.intercomcdn.com/i/o/306067111/8909fcaddfd99d8279ef0a48/image.png?expires=1740275100&signature=e271fe2f75a510020f0cd15885487039e13d81902cf2c1e60dfa8f57a56759cf&req=dyAhFs95nIBeFb4f3HP0gMsFylSa8EM4g9OQjZdlfSVpIJuunkO7FwLHYQZN%0AcOsdJztQsSEQLfPx7w%3D%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/306067111/8909fcaddfd99d8279ef0a48/image.png?expires=1740275100&signature=e271fe2f75a510020f0cd15885487039e13d81902cf2c1e60dfa8f57a56759cf&req=dyAhFs95nIBeFb4f3HP0gMsFylSa8EM4g9OQjZdlfSVpIJuunkO7FwLHYQZN%0AcOsdJztQsSEQLfPx7w%3D%3D%0A" width="391" height="270"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>So, let's say that you want to notify your team in Slack (check this <a href="https://help.nethunt.com/en/articles/4615635-how-to-send-automatic-notifications-to-slack-when-a-deal-is-won">guide</a> for more details) every time you close WON a deal. You set it up like this and this workflow will be triggered every time you change the deal stage into WON:</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-center"><a href="https://downloads.intercomcdn.com/i/o/306068232/2f20413cd3277f98c0452cf9/image.png?expires=1740275100&signature=b4f4514aebcdfeeed700eef5de262fbff5109adbe6269573da67bbdd16e88d1e&req=dyAhFs92n4JdFb4f3HP0gISoXRHzpAIhRyaOd7ezhxstJ6rh3iswr7KZoVZz%0ATlB5Y851KaB0PxXx0w%3D%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/306068232/2f20413cd3277f98c0452cf9/image.png?expires=1740275100&signature=b4f4514aebcdfeeed700eef5de262fbff5109adbe6269573da67bbdd16e88d1e&req=dyAhFs92n4JdFb4f3HP0gISoXRHzpAIhRyaOd7ezhxstJ6rh3iswr7KZoVZz%0ATlB5Y851KaB0PxXx0w%3D%3D%0A" width="489" height="576"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>2. New record is added. Let us say you want to send a newly created client a Welcome email once you create their record in the CRM: manually, via import or through the web form submission. You can use this trigger (a record can be created in ANY folder in your workspace). Check this <a href="https://help.nethunt.com/en/articles/4904400-webforms-how-to-send-your-website-leads-straight-to-nethunt-crm">guide</a> for a possible use case.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-center"><a href="https://downloads.intercomcdn.com/i/o/306069205/bb8ada8f2e84409610e19cfa/image.png?expires=1740275100&signature=d39f6fe0cdaf9c84dbd259a03a9e4c7f9cde5b1b343ae3c726dfbb1f3ed88c88&req=dyAhFs93n4FaFb4f3HP0gM%2FNKbmtUFBM2T9yv0WDfZF95oj7r4iZs61mPXxL%0AgtfkgrffZUFs8LpXdQ%3D%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/306069205/bb8ada8f2e84409610e19cfa/image.png?expires=1740275100&signature=d39f6fe0cdaf9c84dbd259a03a9e4c7f9cde5b1b343ae3c726dfbb1f3ed88c88&req=dyAhFs93n4FaFb4f3HP0gM%2FNKbmtUFBM2T9yv0WDfZF95oj7r4iZs61mPXxL%0AgtfkgrffZUFs8LpXdQ%3D%3D%0A" width="498" height="535"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>3. <b>Field value changes.</b> Let us say you want to start an email campaign to your clients right after you change their stage to Contacting and not when they are just added to the folder. Or you would like to notify the whole team that you just put the Deal into a Status Critical? This trigger is the one to choose. Here is a <a href="https://help.nethunt.com/en/articles/4615348-send-automated-email-sequences-to-contacts-when-their-stage-changes">possible use case</a> for you to check out.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>4. <b>Webhook event occurs</b>. If you have your custom webform already placed on your website and you want to bring them right into your website once they fill out the form, you can connect this form to Nethunt using this trigger. Here is a detailed <a href="https://help.nethunt.com/en/articles/4904384-webhooks-how-to-send-your-website-leads-straight-to-nethunt-crm">guide</a>.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>5. <b>Web form is submitted.</b> NetHunt offers you to use our custom webforms to capture your leads and bring them to your NetHunt right away. Here is a detailed <a href="https://help.nethunt.com/en/articles/4904400-webforms-how-to-send-your-website-leads-straight-to-nethunt-crm">guide</a>.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-horizontal-rule"><hr/></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Haven’t found the answers you’re looking for? Ask our <a href="https://www.facebook.com/groups/nethuntcrm.users" rel="nofollow noopener noreferrer" target="_blank">Users Community</a>.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><br/></p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><br/></p></div><section class="jsx-62724fba150252e0 related_articles my-6"><hr class="jsx-62724fba150252e0 my-6 sm:my-8"/><div class="jsx-62724fba150252e0 mb-3 text-xl font-bold">Related Articles</div><section class="flex flex-col rounded-card border border-solid border-card-border bg-card-bg p-2 sm:p-3"><a class="duration-250 group/article flex flex-row justify-between gap-2 py-2 no-underline transition ease-linear hover:bg-primary-alpha-10 hover:text-primary sm:rounded-card-inner sm:py-3 rounded-card-inner px-3" 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to the Help Page!","footerLogo":"https://downloads.intercomcdn.com/i/o/hjvsl54i/596834/c9e9c9eb0201c50e0741ede28ca6/0fe46c29cd0d4a7ad10d5a8460de4dca.png","footerLogoHeight":"167","localisedInformation":{"contentBlock":{"locale":"en","title":"Content section title","withButton":false,"description":"","buttonTitle":"Button title","buttonUrl":""}}},"user":{"userId":"3a18a374-5b8b-4411-807d-d5ff030fd5b6","role":"visitor_role"},"articleContent":{"articleId":"4986669","author":null,"blocks":[{"type":"paragraph","text":"When you need to automate a process in your CRM, you need to create a workflow.","class":"no-margin"},{"type":"paragraph","text":"Workflows consist of: triggers and \u003ca href=\"https://help.nethunt.com/en/articles/4986752-actions-in-workflows\"\u003eactions\u003c/a\u003e. Easy.","class":"no-margin"},{"type":"paragraph","text":"\u003cbr\u003eA trigger is an event that starts your workflow.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"Here are available triggers:","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/306065536/88c86114e4cc24789b2a1860/image.png?expires=1740275100\u0026signature=8e2c22521344511782d3745c3214d5f1d0ce7ff8c1a71ffcf60cd695f3be9a17\u0026req=dyAhFs97mIJZFb4f3HP0gGUq90CEvCRV3UUYMLYMA4mvmkqWf2iRj%2B%2BWHsY3%0AO1xbplALZ8Oy0KOr4Q%3D%3D%0A","width":491,"height":344,"align":"center"},{"type":"orderedNestedList","text":"1. \u003cb\u003eDeal changes Stage.\u003c/b\u003e This trigger is mainly focused on your Deals folder. You might have another folder where you keep your opportunities/projects etc. To have this trigger on, you need to connect it to the folder in the \u003ca href=\"https://help.nethunt.com/en/articles/3827300-data-enrichment\"\u003eData enrichment\u003c/a\u003e section:","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eDeal changes Stage.\u003c/b\u003e This trigger is mainly focused on your Deals folder. You might have another folder where you keep your opportunities/projects etc. To have this trigger on, you need to connect it to the folder in the \u003ca href=\"https://help.nethunt.com/en/articles/3827300-data-enrichment\"\u003eData enrichment\u003c/a\u003e section:","class":"no-margin"}]}]},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/306067111/8909fcaddfd99d8279ef0a48/image.png?expires=1740275100\u0026signature=e271fe2f75a510020f0cd15885487039e13d81902cf2c1e60dfa8f57a56759cf\u0026req=dyAhFs95nIBeFb4f3HP0gMsFylSa8EM4g9OQjZdlfSVpIJuunkO7FwLHYQZN%0AcOsdJztQsSEQLfPx7w%3D%3D%0A","width":391,"height":270,"align":"center"},{"type":"paragraph","text":"So, let's say that you want to notify your team in Slack (check this \u003ca href=\"https://help.nethunt.com/en/articles/4615635-how-to-send-automatic-notifications-to-slack-when-a-deal-is-won\"\u003eguide\u003c/a\u003e for more details) every time you close WON a deal. You set it up like this and this workflow will be triggered every time you change the deal stage into WON:","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/306068232/2f20413cd3277f98c0452cf9/image.png?expires=1740275100\u0026signature=b4f4514aebcdfeeed700eef5de262fbff5109adbe6269573da67bbdd16e88d1e\u0026req=dyAhFs92n4JdFb4f3HP0gISoXRHzpAIhRyaOd7ezhxstJ6rh3iswr7KZoVZz%0ATlB5Y851KaB0PxXx0w%3D%3D%0A","width":489,"height":576,"align":"center"},{"type":"paragraph","text":"2. New record is added. Let us say you want to send a newly created client a Welcome email once you create their record in the CRM: manually, via import or through the web form submission. You can use this trigger (a record can be created in ANY folder in your workspace). Check this \u003ca href=\"https://help.nethunt.com/en/articles/4904400-webforms-how-to-send-your-website-leads-straight-to-nethunt-crm\"\u003eguide\u003c/a\u003e for a possible use case.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/306069205/bb8ada8f2e84409610e19cfa/image.png?expires=1740275100\u0026signature=d39f6fe0cdaf9c84dbd259a03a9e4c7f9cde5b1b343ae3c726dfbb1f3ed88c88\u0026req=dyAhFs93n4FaFb4f3HP0gM%2FNKbmtUFBM2T9yv0WDfZF95oj7r4iZs61mPXxL%0AgtfkgrffZUFs8LpXdQ%3D%3D%0A","width":498,"height":535,"align":"center"},{"type":"paragraph","text":"3. \u003cb\u003eField value changes.\u003c/b\u003e Let us say you want to start an email campaign to your clients right after you change their stage to Contacting and not when they are just added to the folder. Or you would like to notify the whole team that you just put the Deal into a Status Critical? This trigger is the one to choose. Here is a \u003ca href=\"https://help.nethunt.com/en/articles/4615348-send-automated-email-sequences-to-contacts-when-their-stage-changes\"\u003epossible use case\u003c/a\u003e for you to check out.","class":"no-margin"},{"type":"paragraph","text":"4. \u003cb\u003eWebhook event occurs\u003c/b\u003e. If you have your custom webform already placed on your website and you want to bring them right into your website once they fill out the form, you can connect this form to Nethunt using this trigger. Here is a detailed \u003ca href=\"https://help.nethunt.com/en/articles/4904384-webhooks-how-to-send-your-website-leads-straight-to-nethunt-crm\"\u003eguide\u003c/a\u003e.","class":"no-margin"},{"type":"paragraph","text":"5. \u003cb\u003eWeb form is submitted.\u003c/b\u003e NetHunt offers you to use our custom webforms to capture your leads and bring them to your NetHunt right away. Here is a detailed \u003ca href=\"https://help.nethunt.com/en/articles/4904400-webforms-how-to-send-your-website-leads-straight-to-nethunt-crm\"\u003eguide\u003c/a\u003e.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"horizontalRule","text":"___________________________________________________________"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"Haven’t found the answers you’re looking for? Ask our \u003ca href=\"https://www.facebook.com/groups/nethuntcrm.users\" rel=\"nofollow noopener noreferrer\" target=\"_blank\"\u003eUsers Community\u003c/a\u003e.","class":"no-margin"},{"type":"paragraph","text":"\u003cbr\u003e","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"\u003cbr\u003e","class":"no-margin"}],"collectionId":"2823919","description":"What are the triggers in NetHunt workflows","id":"4481207","lastUpdated":"Updated over 2 years ago","relatedArticles":[{"title":"CRM Automation: beta testing instructions","url":"https://help.nethunt.com/en/articles/4539054-crm-automation-beta-testing-instructions"},{"title":"What is Workflows in NetHunt CRM","url":"https://help.nethunt.com/en/articles/4904361-what-is-workflows-in-nethunt-crm"},{"title":"Send emails to related records in workflows","url":"https://help.nethunt.com/en/articles/4931048-send-emails-to-related-records-in-workflows"},{"title":"Actions in workflows","url":"https://help.nethunt.com/en/articles/4986752-actions-in-workflows"},{"title":"How to link newly created records to other records in the same Workflow","url":"https://help.nethunt.com/en/articles/5969807-how-to-link-newly-created-records-to-other-records-in-the-same-workflow"}],"targetUserType":"everyone","title":"Triggers in automation","showTableOfContents":true,"synced":false},"breadcrumbs":[{"url":"https://help.nethunt.com/en/collections/2594404-automation","name":"Automation"},{"url":"https://help.nethunt.com/en/collections/2823919-general-information-on-workflows","name":"General information on Workflows"}],"selectedReaction":null,"showReactions":true,"themeCSSCustomProperties":{"--body-bg":"rgb(255, 255, 255)","--body-image":"none","--body-bg-rgb":"255, 255, 255","--body-border":"rgb(230, 230, 230)","--body-primary-color":"#1a1a1a","--body-secondary-color":"#737373","--body-reaction-bg":"rgb(242, 242, 242)","--body-reaction-text-color":"rgb(64, 64, 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