Adding a trigger is simple and only takes a few clicks:
Step-by-Step Instructions:
Open Workflow Builder from your dashboard.
Click or drag and drop the trigger type (Profile, List, Popup, or Form) into the canvas.
Configure additional settings, such as selecting a specific form or list.
Click Save to activate the trigger.
Tips:
Always double-check that your trigger matches the action you want to automate.
Test triggers with real data in preview mode to ensure your workflow starts correctly.
Example:
If you want to send an SMS to new leads who sign up via a popup, choose the Popup Trigger and select the popup form.
