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What is a Trigger?

Learn what a Trigger is in Automations, how to use them, and what the benefits of Triggers are.

Dan Squires avatar
Written by Dan Squires
Updated over a week ago

Definition of a Trigger

A Trigger is a specific event or condition that initiates an automated action, workflow, or sequence of actions within Optix automations.

How do Triggers work in Optix?

Triggers activate based on pre-defined criteria. When the event or condition occurs, the trigger starts the associated Automation, such as sending an email when a new Active User is added.

What are the types of Triggers in Optix?

  • Time-based Triggers: Date

  • Admin Triggers: Manual triggers available to Admins

  • User-based Triggers: Actions triggered by User actions, like new Users being added, new Bookings or Assignments, etc.

  • Purchase-based Triggers: Invoice paid, new Plans & Passes being purchased, New Product Sale

  • Other: New Check-ins, Allowance amount changed, etc.

What are the benefits of using triggers in CRM automations?

  • Increased Efficiency: Saves time and reduces manual effort.

  • Consistency: Ensures consistent interactions.

  • Timeliness: Enables immediate actions.

  • Scalability: Helps you grow your Member base efficiently.

How do I create a Trigger?

  1. Go to the Automations tab in Optix

  2. Click on New Automation

  3. Click on Start from Scratch to build an Automation from the beginning

  4. Browse through the Edit Triggers menu on the right side of your screen, and browse through the available Triggers!

Once you are ready to start using Triggers, check out how to build full Automations in Optix.


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