What is a Trigger?
What is a Trigger?
A Trigger is what tells your Workflow, "It’s go time."
It could be:
A Room gets created
A form is submitted
A deal moves to a new stage in your CRM
A contact views a Room
Once the trigger event occurs, Flowla activates your Workflow and starts running the next steps.
What types of triggers can I use?
What types of triggers can I use?
In the Workflow builder, you’ll see triggers grouped by source. Here are just a few:
Category | Trigger | What It Does / When to Use It |
Room Activity | Room viewed by a contact | Runs when someone opens the Room |
Room not viewed by invited contact (X days) | Useful for follow-ups or reminders if the Room hasn’t been opened | |
Room viewed for the first time | Great for first-touch personalization and alerts | |
Room status changed | Trigger based on movement between stages | |
Section completed | Useful to unlock the next section or notify someone | |
Action status changed | Reacts when a task is completed or marked done | |
Action not completed (after X days) | Sends reminders for incomplete tasks or nudges to teammates/customers | |
Forms | Form submitted | Run workflows based on customer answers (e.g. push data, unlock content) |
CRM (HubSpot) | Deal status changed | Automate Room creation, follow-ups, or onboarding after stage changes |
Contact lead status changed | Trigger workflows based on lead qualification status | |
Ticket status changed | Best for support/onboarding-related Rooms | |
Salesforce | Opportunity status changed | Automate workflows as opportunities move through the pipeline |
Property updated | Respond to changes in key Salesforce fields (e.g. industry, ARR) | |
New object created | Kick off workflows for new records (e.g. a new opportunity or contact) | |
Other Apps (via Webhooks) | Webhook received | Trigger workflows based on events from other tools (e.g. call transcribed by Fireflies, Clearbit enrichment). Requires setup in external app. |
What are scopes?
What are scopes?
When you're setting up a Workflow, sometimes you don't want it to trigger everywhere.
Scopes let you make a trigger more specific. Instead of running a workflow every time something changes, you can narrow it down.
For example:
🔸 Trigger: Deal status changed
🔹 Scope: Only if the new stage is Contract Sent
That means your workflow only runs when this specific stage is reached, not every time the deal status changes.
✅ Key Takeaways
✅ Key Takeaways
Triggers are the starting point for every Workflow.
Triggers can come from Flowla activity (like Room views or form submissions), your CRM (like a deal stage change), or external tools (like webhooks).
You can scope a trigger to narrow down exactly when it should run (e.g. only if a deal moves to a specific stage).