Triggers & Actions
Every automation starts with a trigger — an event in the system that kicks off the workflow. Once triggered, one or more actions are executed.
Triggers
CRM triggers
| Trigger |
Fires when... |
| Lead Created |
A new lead record is created |
| Lead Updated |
Any field on a lead is changed |
| Lead Status Changed |
The lead status changes to a specific value |
| Lead Stage Changed |
The lead's pipeline stage changes |
| Lead Converted |
A lead is converted to a deal or contact |
| Deal Created |
A new deal is created |
| Deal Updated |
Any field on a deal is changed |
| Deal Stage Changed |
The deal moves to a specific pipeline stage |
| Deal Won |
The deal moves to a stage of type Won |
| Deal Lost |
The deal moves to a stage of type Lost |
MoneyPro triggers
| Trigger |
Fires when... |
| Invoice Created |
A new invoice is created |
| Payment Received |
A payment is recorded against an invoice |
| Estimate Created |
A new estimate/quotation is created |
| Trigger |
Fires when... |
| Form Submitted |
A web form receives a submission |
Activity triggers
| Trigger |
Fires when... |
| Activity Created |
A task, meeting, or call is created |
| Activity Status Changed |
An activity status is updated |
Actions
Notification actions
| Action |
What it does |
| Send WhatsApp Message |
Sends an approved WhatsApp template to the contact |
| Send In-App Notification |
Sends a notification to a specified user or group |
CRM actions
| Action |
What it does |
| Create Task |
Creates a task linked to the triggering contact or deal |
| Create Lead |
Creates a new lead record |
| Update Lead Status |
Changes the status of the triggering lead |
| Update Deal Stage |
Moves the triggering deal to a specified stage |
| Assign to User |
Sets the assigned user on the triggering record |
| Add Tag |
Applies a tag to the triggering contact or lead |
MoneyPro actions
| Action |
What it does |
| Mark Invoice Payment |
Records a payment against the triggering invoice |
Creating an automation
- Go to Automation.
- Click + New Automation.
- Select a Trigger.
- (Optional) Add Conditions to filter when the automation fires — see Conditions.
- Add one or more Actions.
- Give the automation a name.
- Click Save — the automation is active immediately.
Enabling and disabling
Each automation has a toggle on the automation list. Disable an automation to pause it without deleting it. Re-enable at any time.
Tips
- Chain multiple actions in one automation — e.g. create a task and send a WhatsApp message when a deal is won.
- For WhatsApp actions, make sure the template is Active (approved by Meta) before setting up the automation.
- Use the Pipeline with Stages dropdown when configuring deal stage triggers to select exact stage transitions.
