How To Use Multiple Triggering Events in Workflows

July 30, 2024•1 min read

Using the Workflow builder, there are numerous possibilities to completely customize the triggers and actions for your business needs.

Some workflows may be based on one triggering action, while others may be created using several triggers.

Step 1: Set up the Workflow Triggers

Here you can see that 4 triggers have been added to the Workflow. If kept generic without filters, any survey submission, any contact tag, any form submission, and any appointment would fire off the actions.

Customize the filters for each trigger to specify which survey, tag, form, and calendar you would like to have the Workflow run for.

Step 2: Set up the Workflow Actions

Add whichever action(s) you’d like into the Workflow
Save and Publish the Workflow, and it will run for the multiple triggers you’ve set up.

Moe Ameen | BILT CRM

Moe Ameen is a real estate investor, software creator, and general over-caffeinated human who somehow made automation cool (or at least tolerable). He built a cutting-edge real estate CRM because manually chasing leads is so last century. Specializing in creative finance, deal structuring, and making things unnecessarily efficient, he helps investors close more deals while doing less actual work. When he's not automating the real estate world, he’s probably pretending to work while staring at spreadsheets or convincing himself that buying another domain name is a good idea.

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