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 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.
What Triggers are available in Optix?
What Triggers are available in Optix?
Optix currently offers 26 Triggers, grouped by category:
Time based
Date
Admin triggered
Users
New Active User
Inquiry Form Submitted
Plans & Passes
New Plan
Plan Ended
New Pass Sale
Issue reporting
New Issue
Bookings & Assignments
New Booking
Booking Canceled
New Tour
New Assignment
Assignment Ended
Invoicing
Invoice Paid
Referral revenue generated
Marketplace
New Product Sale
Check-ins
New Check-in
Allowance
Allowance Consumed
Pass Allowance Fully Used
Documents
How do I create a Trigger?
How do I create a Trigger?
Go to the Automations tab in Optix
Click on New Automation
Click on Start from Scratch to build an Automation from the beginning
Browse through the Edit Triggers menu on the right side of your screen, and browse through the available Triggers!
Advanced Trigger settings
When editing a Trigger, you'll find an Advanced section that includes additional controls for how the Automation behaves:
Allow the same account to be enrolled multiple times — This toggle controls whether the same User or Team can enter this Automation more than once. It is enabled by default. Disable it for one-time workflows like onboarding or first-time lead follow-up. Learn more about the re-enrollment setting
How to view an Automation's Trigger from the tab
How to view an Automation's Trigger from the tab
If you need to quickly find out which Trigger has been chosen for a specific Automation, you can easily view this on the Automations tab. You will be able to quickly reference which Trigger is chosen for each Automation by looking at the icon to the left of the Automation's name:
Looking for more information about Automations and using Triggers? Click here to view our entire Automations Support Collection