Workflow Automation Triggers

creavio's automation engine lets you build "if this, then that" workflows that eliminate repetitive tasks. Every automation starts with a trigger — an event that kicks off the workflow — followed by one or more actions that execute automatically.

Available Triggers

Here is every trigger currently available in creavio:

• New Inquiry Received: A lead submits any contact or inquiry form.
• Booking Confirmed: A session is officially booked (contract signed + retainer paid).
• Contract Signed: A client signs any contract.
• Invoice Paid: Any invoice is paid in full.
• Payment Failed: An automatic payment attempt fails.
• Questionnaire Completed: A client finishes a pre-session questionnaire.
• Gallery Published: You publish a gallery for a client.
• Gallery Favorites Submitted: A client submits their favorite selections.
• Session Date Approaching: A configurable number of days before a session (1, 2, 3, 7, 14, or 30 days).
• Tag Added: A specific tag is applied to a client.
• Lead Status Changed: A lead moves from one pipeline stage to another.

Available Actions

Each trigger can fire one or more of these actions:

• Send Email: Send a template email to the client.
• Send SMS: Send a text message to the client.
• Add Tag: Apply a tag to the client's profile.
• Remove Tag: Remove a tag from the client's profile.
• Create Task: Add a to-do item to your task list.
• Move Pipeline Stage: Advance the client to a new stage in your pipeline.
• Send Internal Notification: Alert you or a team member via email or in-app notification.
• Start Drip Sequence: Enroll the client in a multi-step email sequence.
• Wait: Pause the workflow for a specified duration before the next action.

Building a Workflow

1. Go to Automations > Workflows and click New Workflow.
2. Select a trigger from the list above.
3. Add one or more actions in sequence.
4. Use conditions to branch the workflow (e.g., "If session type is Wedding, send wedding prep email; otherwise send portrait prep email").
5. Name your workflow, enable it, and save.

Test every workflow with a dummy client before going live. Check the Automation Log to verify each step executed correctly and in the right order.