Triggers and steps reference

Every trigger that can start an automation and every step it can take, grouped as the pickers group them, with what each one needs to be connected.

An automation is one trigger plus a graph of steps. This page lists both, in the groups the pickers use, so you can check whether the thing you want exists before you start building. Both pickers are searchable, and provider names are indexed as hidden keywords — typing a provider name finds its entries.

Before you start

Anything marked as needing a provider requires that integration connected under SettingsIntegrations. A step whose connection is not ready carries a readiness chip and blocks publishing until it is resolved.

Triggers

Email

Trigger	Needs
Email engagement	—
Email received (Gmail)	Gmail / Google Workspace
Email received (Microsoft 365)	Microsoft 365
Email sent, flagged or moved (Microsoft 365)	Microsoft 365

Content and publishing

Trigger	Needs
Content approval requested	—
Content approval overdue	—
Client content review completed	—
Website article is live	—
Post published	—
Publishing needs attention	—
Google review received	Google Business Profile

CRM and leads

Trigger	Needs
Lead created	—
Lead status changed	—
Lead assigned	—
Deal stage changed	—
HubSpot deal stage changed	HubSpot
E-signature document completed	PandaDoc or DocuSign
Visitor identified	LeadPost
External event	Make or Zapier
Webhook received	A webhook endpoint you minted

Forms and bookings

Trigger	Needs
Form submitted	—
Booking created	—
Booking status changed	—
Booking rescheduled	—
Booking attended	—
Booking no-show	—
External booking created / rescheduled / canceled	Calendly or Acuity Scheduling

Client portal

Trigger	Needs
Client message received	—
Revision requested	—
Client file uploaded	—
Client task completed	—

Everything else

Group	Triggers
Billing	Invoice paid; Invoice overdue
Projects & tasks	Project status changed
Messages & inbox	SMS received; Social DM received; Instagram phrase received
Voice	Voice call outcome — the handoff from a completed AI call
Outreach	Outreach reply received; Smartlead reply received; Decision resolved
Schedule	Schedule — time-based rather than event-based

Voice call outcome is the voice handoff

It is how a finished AI call becomes the start of everything else — route the lead, notify the team, book a follow-up. Pair it with the disposition on the call record.

The Schedule trigger

Time-based rather than event-based. It has two modes.

Field	What it sets
Repeats	Which mode — at a time on given days, or every N minutes
At time	HH:MM, for the day-based mode
On days	Which days of the week
Every (minutes)	The interval, with a five-minute floor
Timezone	An IANA timezone name

Steps

Flow

Step	What it does
Condition	Branches on a field from the trigger record
Wait	Pauses the flow for a duration in minutes

CRM

Step	What it does
Route lead	Sends the lead down your routing rules
Update lead	Changes fields on the lead
Notify team	Internal notification
Add lead to pipeline	Puts it in a pipeline
Move deal stage	Advances the deal
Create task	Creates a task
Add visitor to CRM	Turns an identified visitor into a record
Stop if existing client	Ends the run when the contact is already a client

Messaging

The right-hand column names the provider the step speaks to — where one is named, that provider has to be connected.

Step	Provider
Send email	—
Send SMS / Text the lead	A connected texting line
Message the client in their portal	—
Email the client	—
Send announcement	—
Send Slack message / Slack direct message	Slack — agency workflows only
Send Teams notification	Microsoft Teams
Send Telegram message	Telegram
Send WhatsApp template	WhatsApp
Reply to Instagram DM	Instagram
Manage Microsoft email	Microsoft 365
Reply to the Google review	Google Business Profile

Voice and content

Step	What it does
AI voice call	Enrols the triggering lead in a voice campaign. Needs a running campaign to enrol into
Create content draft	Creates a draft in the content pipeline
Request content approval	Sends it for approval

Integrations

Provider	Steps
Notion	Create Notion page
Airtable	Write Airtable record
HubSpot	Create or update deal; update stage; upsert contact
Pipedrive	Upsert person; create deal; move stage
Mailchimp	Add member; add or remove tags
Constant Contact	Add contact
Attio	Upsert person
Zoho CRM	Upsert lead
Asana	Create task
ClickUp	Create task
Google Sheets	Add row to Google Sheets
Google Calendar	Create calendar event
Apollo	Enroll in Apollo sequence
Smartlead	Enroll in Smartlead campaign
Zyan sequences	Enroll in sequence; enroll in SMS campaign
Make / Zapier	Send to Make or Zapier
Any HTTPS endpoint	Send webhook

Outreach enrolments are created paused

Smartlead and Apollo enrolments are deliberately created in a paused state. Nothing sends until you activate them at the provider. This is a guard against an automation quietly starting an outreach sequence for everyone who fills in a form.

Connection readiness

Every trigger or step that needs a provider carries a chip. An unready step blocks publishing and names the reason in the tooltip on the Enable button. Each one also offers a Manage … link straight to the right settings tile — following it saves your draft and brings you back.

Troubleshooting

Symptom	Cause	Fix
A step you need is not in the palette	It is agency-only and this is a client workflow	Scope cannot change — rebuild as an agency workflow
The trigger you want is not listed	It may be named for the provider rather than the action	Search the picker by provider name — they are indexed as keywords
Enable is blocked by a step	Its integration is not connected	Use the step's Manage … link
The AI voice call step does nothing	There is no running voice campaign to enrol into	Create and start the campaign first
A Smartlead or Apollo enrolment never sends	Enrolments are created paused by design	Activate the sequence at the provider
A Schedule trigger rejects your interval	Interval mode has a five-minute floor	Use five minutes or more