Home C7 - Triggers & Automation 7.3 Creating custom triggers

7.3 Creating custom triggers

Last updated on Nov 13, 2026

When you need one

10 triggers

The seven defaults cover sequence hygiene. Custom triggers add your team's workflow: routing, tagging, alerts. Examples:

  • Tag prospects who clicked a pricing link twice — "warming" for prioritized follow-up.
  • Alert the account owner when a large-account prospect replies.
  • Tag prospects whose auto-reply mentioned a successor so you remember to chase the new contact.

Building one

  1. Open Triggers.
  2. Choose to create a new trigger.
  3. Set the condition — the prospect behavior to watch.
  4. Add actions: pause campaign, change status, apply tag, notify.
  5. Save, then watch it fire on real events before relying on it.

Design rules

  • Never weaken the safety defaults — don't build anything that re-contacts opted-out or bounced prospects.
  • Prefer tags over status changes — tags are reversible and don't fight the sequence state machine.
  • One behavior per trigger — compound triggers are hard to debug.
  • Test with one campaign — enable the trigger, run one small campaign, verify the actions fire as expected before going wide.

[CONFIRM: exact list of available trigger conditions and actions in the current UI]