The Account Type Changed Trigger allows you to automatically start a workflow when a user or team’s account type is updated.
This trigger is useful when your operational logic depends on account type transitions — for example, when upgrading a Lead to a Member, or moving a Member to a Former Member status.
Unlike Manual Enrollment, this trigger runs automatically whenever an account type change occurs (subject to loop protection rules described below).
What are the benefits of using the Account Type Changed Trigger?
Automated lifecycle management: Trigger onboarding, upgrade, downgrade, or offboarding workflows automatically when account types change.
Improved operational accuracy: Ensure the right communications, permissions, or internal tasks happen exactly when account types are updated.
Reduced manual intervention: Eliminate the need to manually enroll users when account types are changed.
When should I use the Account Type Changed Trigger?
Automated lifecycle management: Trigger onboarding, upgrade, downgrade, or offboarding workflows automatically when account types change.
Improved operational accuracy: Ensure the right communications, permissions, or internal tasks happen exactly when account types are updated.
Reduced manual intervention: Eliminate the need to manually enroll users when account types are changed.
How does the Account Type Changed Trigger work?
How does the Account Type Changed Trigger work?
The trigger fires when an account’s type is updated via:
Account Change
When using this trigger with default attached conditions, the following operators are interpreted as “changed to” logic:
Changed to
Did not change to
Changed to any of
Did not change to any of
For clarity, the default condition label was updated from “Is” to “Changed to” in this trigger context.
Loop Protection (Important)
To prevent recursive automation loops:
If an account type change is made by an Automation action, then Automations using the Account Type Changed trigger will NOT run for that change.
Note: This prevents scenarios such as an infinite loop:
Automation A changes account type →
Account type change triggers Automation A again →
Only account type changes initiated manually or outside of automation actions can trigger this automation.
How do I create an Automation with the Account Type Changed Trigger?
How do I create an Automation with the Account Type Changed Trigger?
Go to the Automations tab in Optix.
Click on New Automation.
Select Start from Scratch.
Choose Account Type Changed from the Trigger list.
Add conditions (if needed) to specify which account type transitions should run the workflow.
Add your desired actions and save the Automation.
FAQs
FAQs
Does this trigger run automatically?
Yes. It runs automatically whenever an account type change occurs (unless the change was made by an Automation action).
What happens if an Automation changes the account type?
If the account type change is caused by an Automation, other Automations using the Account Type Changed trigger will not run for that change.
Troubleshooting
Troubleshooting
My Automation did not run after an account type change
Check the following:
Confirm the account type actually changed.
Verify the Automation is active and saved.
Make sure the account type change was not made by another Automation.
Confirm your conditions match the new account type.