What start triggers can I use within an automation?

Makes a purchase

This trigger starts an automation when a contact places an order in your webshop. You can set the trigger for a specific order or product, or for “all purchases”.

Applications:

• Send a “Thank you for your purchase” message.
• Collect feedback after a purchase.
• Start an onboarding sequence for new customers.

Note: This trigger requires that you have set up a Deep Data integration.

 

Abandons cart

This trigger starts an automation when a contact abandons their cart in your webshop. You can set the trigger for “any cart” or specific criteria, such as a particular product, category, or cart value.

Applications:

• Send a reminder to contacts who have abandoned their cart.
• Add a tag to contacts who have abandoned their cart.

Note: This trigger requires that you have set up a Deep Data integration.

 

Order is created

This trigger starts an automation when a new order is created in your webshop. You can set the trigger for “all orders” or specific segments.

Applications:

• Send an automated email or SMS to thank customers for their purchase.
• Send a series of emails about related products or upgrades.
• Send reminder emails about an upcoming event or educational content.

Note: This trigger is available with Shopify and WooCommerce integrations.

 

Order is updated

This trigger starts an automation when an order in your webshop changes status, for example from “Processing” to “Completed”.

Applications:

• Send an email or SMS to thank customers and offer additional support.
• Send a reminder to customers who need to complete their order.
• Send an automated message to promote a cross-sell when the status changes to “Completed”.

Note: This trigger is available with Shopify and WooCommerce integrations.

 

Start triggers available from a Plus subscription

A Plus subscription gives you access to more extensive start triggers that make your workflows even smarter. These triggers are ideal for more advanced automations, such as monitoring interactions and using dates or scores.

 

Contact field changes

This trigger starts an automation when a contact field is changed. This applies to both standard and custom fields. You can set the trigger to be activated on any change or for a specific value.

Applications:

• Send follow-up sequences.
• Send notifications to team members that a field has been updated.
• Update contact or deal scores.

 

Goal achieved

This trigger starts an automation when a contact achieves or skips a specific goal.

Applications:

• Send a notification to your team when a contact has skipped a goal.
• Adjust a contact’s score upon achieving a goal.
• Start follow-up sequences after a contact becomes a customer.

 

RSS based

This trigger starts an automation when an RSS feed is updated. You can set how often the trigger checks for updates and how many new items in the feed are required to start the automation.

Applications:

• Send blog or news updates to your subscribers.
• Send notifications to your team when a new post is published.

 

Date based

This trigger starts an automation based on a date field. You can set the automation to start before, on, or after a specific date.

Applications:

• Send reminders and follow-up emails about an event.
• Send reminders for recurring transactions.
• Send appointment reminders.

 

Score changes

This trigger starts an automation when a contact or deal score changes and reaches a certain threshold.

Applications:

• Automatically create deals when contacts are sales-ready.
• Add tags to contacts.

 

Deletes a website message

This trigger starts an automation when a contact closes a website message that you have set up.

Applications:

• Add a tag to contacts who close your message.
• Start a series of messages where each new message is triggered by closing the previous one.

 

Event recorded

This trigger starts an automation when a contact performs a custom event that you have defined. You can use Event Tracking to monitor behavior on your website or in your app.

Applications:

• Send a message in response to behavior.
• Adjust contact or deal scores.

 

Start triggers available from a Professional subscription

With a Professional subscription, you gain access to powerful start triggers for deeper automations. These triggers help you monitor conversions and automatically follow up on subscription payments.

 

Conversion completed

This trigger starts an automation when a contact completes a conversion that you have defined.

Applications:

• Send targeted follow-up emails to your contacts.
• Send a notification to a team member.

 

Subscription payment created

This trigger starts an automation when a new subscription payment is created in your webshop.

Applications:

• Send a welcome message to new subscribers.
• Send a series of personalized recommendations or offers.
• Send educational or related content to keep subscribers engaged.

Note: Requires a PayPal, WooCommerce, or API integration.

 

Start triggers available from an Enterprise subscription

An Enterprise subscription offers the most advanced start triggers within MailBlue. With these, you can create custom workflows and set up complex automations tailored to larger organizations.

 

Custom object created

This trigger starts an automation when a new record is created for a custom object that you have specified.

Applications:

• Send a notification to a Customer Success Manager when a customer creates an urgent support ticket.
• Send a series of emails to customers based on a purchase.
• Send reminder emails about an upcoming event.

 

Custom object updated

This trigger starts an automation when a field of a custom object is updated from one value to another.

Applications:

• Send a notification to your billing team when a payment is received.
• Send a notification to the owner of a deal when a customer inquiry is resolved.
• Send reminder emails to participants of a meeting.

 

Account field changes

This trigger starts an automation when an account field that you have set up is changed. This applies to both standard and custom account fields.

Applications:

• Send a prospect email when an account is marked as a target account.
• After a deal is won and an account is marked as “current customer”, mark all contacts within that account as “current customer” as well.
• Send notifications to your team about changes in account fields.

The CRM Essentials add-on is required for this trigger.

 

Explanation of start triggers per add-on

 

Start triggers available from the CRM Essentials add-on

With the CRM Essentials add-on, you gain access to start triggers specifically geared towards managing deals and pipelines. These triggers help you streamline your CRM processes and automate team actions.

 

Deal stage changes

This trigger starts an automation when a deal’s stage changes. You can set which pipeline this applies to and which movement between stages triggers the automation.

Applications:

• Automatically create tasks corresponding to each stage of the pipeline.
• Send specific messages to move the deal to the next stage.

 

Deal status changes

This trigger starts an automation when the status of a deal changes (for example, from “Open” to “Won” or “Lost”).

Applications:

• Create a series of steps to close a deal, such as adding a note or tag to a contact.
• If a deal is won, automatically create tasks to, for example, set up an account or notify a manager.

 

Deal value changes

This trigger starts an automation when the value of a deal is changed. You can specify whether this applies to “any value” or specific changes in value.

Applications:

• Send an automatic notification to a sales representative.
• Add a note to the deal record.
• Update the pipeline.

 

Deal owner changes

This trigger starts an automation when the owner of a deal is changed.

Applications:

• Send a notification to the new deal owner as soon as they are assigned a deal.
• Automatically assign a task to the new owner.

 

Enters a pipeline

This trigger starts an automation when a deal enters a specific pipeline.

Applications:

• Send an email inviting the contact to a phone appointment.
• Stop automated marketing sequences to pass the lead to a sales team.
• Create a series of tasks and notifications to assign a new lead to a sales representative.

 

Deal field changes

This trigger starts an automation when a field in a deal is updated. This applies to custom deal fields and the standard “Expected Close Date” field.

Applications:

• Send an automatic 1-to-1 email as a deal progresses.
• Create a task based on the change in a deal field.
• Send a notification to your team about the update in the deal field.

 

File downloaded

This trigger starts an automation when a contact downloads an attachment from a 1-to-1 email sent via a connected email address in Deals.

Applications:

• Increase a lead score.
• Assign a task.
• Send targeted product information or promotions based on the downloaded attachment.

 

Task completed

This trigger starts an automation when a task linked to a deal or contact is marked as completed.

Applications:

• Add points to a deal or contact score after completing a task with a positive outcome.
• Assign a new task, for example, a follow-up action if there was no response during a call.
• Create a list of contacts with completed deal tasks.

 

Start triggers available from the CRM Advanced add-on

The CRM Advanced add-on offers start triggers focused on advanced analytics, such as sentiment detection within emails. With this, you can set up precise follow-up actions based on customer behavior and interactions.

 

Sentiment changes

This trigger starts an automation when the sentiment of a deal email changes (positive, negative, neutral, or mixed).

Applications:

• Create tasks based on the email’s sentiment.
• Add a note to the deal.
• Send a follow-up email to the primary contact of the deal.