Once you setup your Action Plan workflow, you have two ways of triggering an Action Plan:  Manual vs Automatic Triggers.  For this article, we will focus on Auto Triggering.


Auto Triggering:  This allows you to setup the rules in how you want the Action Plan gets triggered automatically.  For this example, let's setup an Action Plan to trigger for all new leads that come in from Zillow today.  


Here are the basic steps to get started:

  • Creating the Business Rules (Trigger Events):  The key for creating Auto Triggers is figuring out what are the criteria for starting the Action Plan.  In the example below, the Action Plan would trigger for all contacts that are created today.  You can click the drop down to see other options. 

  • Layering additional rules:  You have ability to add multiple rules to make sure that the Action Plan starts properly.  Similar to the first step, you select the field that you want the event to occur.  In this example below, we are selecting for contacts who have the Referral Source from Zillow.


  • Finishing up:  Once you have created the rules, you can simply Save & Exit out and view the Rules Summary page.  That's it! 


  • Monitoring Progress:  Similar to the Manual Triggers, you can also monitor the progress of the Action Plans for your contacts. You can review the progress - Start and End date.  As well, you can pause or delete an Action Plan. 


To learn more about Manual Trigger, click here.