Premium triggers and actions are advanced Workflow building blocks that connect Aesthetix CRM to outside systems and perform complex automation that standard steps cannot. A premium trigger lets an external system start a Workflow, while premium actions push data out of your CRM or transform it mid-Workflow. Together they reduce your reliance on separate third-party automation tools.
Premium steps run on a per-execution basis: each time a Workflow fires one, it counts as one premium execution. Standard triggers and actions are never affected. If cost is a factor for your account, see aesthetixcrm.com/pricing.
Premium steps must be enabled on your account before they appear in the Workflow builder. Once enabled, you will see a Premium Triggers category when adding a trigger and the premium actions listed alongside standard actions. Reach out to your account administrator or Aesthetix CRM support to turn the feature on.
A few things to know:
Premium steps execute only when the Workflow actually reaches them, so they consume an execution per run.
Once premium steps are enabled they stay enabled, but you are free to stop using them at any time.
Many premium steps expose their results as custom values you can reuse in later actions (email, SMS, if/else, and more).
Some premium triggers and actions connect to a third-party account (Google Forms, Jira, Slack, and similar) that must be authorized separately under Settings > Integrations, or directly from the trigger or action step in the Workflow builder, before that step will run.
Trigger | What it does | Reference guide |
|---|---|---|
Inbound Webhook | Lets an external system send data into your CRM by posting to a unique URL, starting a Workflow in real time. | Inbound Webhook Trigger (Engagement & Webhook Triggers) |
Google Forms: New or Updated Response | Starts a Workflow when a new Google Forms response is submitted, or an existing response is updated, on a form connected through the Google Forms integration. Checked on an approximately 5-minute polling interval rather than in real time. | Connect Google Forms under Settings > Integrations; no dedicated guide yet |
Jira: Issue Created or Updated | Starts a Workflow when an issue is created or updated on a connected Jira Cloud Site, so customer communication can move in step with the work happening in Jira. | Connect your Atlassian account under Settings > Integrations, or from the trigger step; no dedicated guide yet |
Premium actions let you send data out of your CRM, call other systems, and reshape data inside a Workflow.
Custom Webhook sends an API request (GET, POST, PUT, DELETE) to any external system, with full control over method, URL, authorization, headers, query parameters, and body. See the Send Data Actions guide.
Google Sheets creates, updates, looks up, or deletes spreadsheet rows directly, no third-party connector required. See the Send Data Actions guide.
Slack posts automated notifications to a Slack user, private channel, or public channel when events happen in your CRM. See the Send Data Actions guide.
Copy Contact copies a contact from one sub-account to another so records stay in sync across locations. See the Send Data Actions guide.
Date/Time Formatter reformats dates and date-times between formats and compares two dates to return the difference in days. See the Formatters & Data Tools Actions guide.
Array Functions works with array data (such as line items from order triggers or webhook responses) to find, filter, locate by index, build line items, or run math. See the Formatters & Data Tools Actions guide.
Custom Code runs your own JavaScript inside a Workflow to transform data or apply custom logic beyond the built-in steps. See the Formatters & Data Tools Actions guide.
AI actions use built-in AI to generate, summarize, or classify text and feed the result into later steps. See the AI Actions guide.
How do I get access to premium triggers and actions? Contact your account administrator or Aesthetix CRM support to enable the feature. Once enabled, premium steps appear automatically in the Workflow builder.
Are premium steps charged differently from standard steps? Yes. Each premium trigger or action that runs counts as one premium execution. Standard triggers and actions are unaffected. For current details, see aesthetixcrm.com/pricing.
Can I turn premium steps off after enabling them? The feature stays enabled once turned on, but you can simply stop adding premium steps to your Workflows whenever you like.
Can I use the data from a premium step in later actions? Yes. Steps like Inbound Webhook, Google Sheets lookups, and Array Functions save their results as custom values you can insert into emails, SMS, if/else branches, and other actions downstream.
Do Google Forms and Jira need to be connected before I can use them? Yes. Google Forms connects through the integration under Settings > Integrations, and Jira connects through an authorized Atlassian account, either from Settings > Integrations or directly from a Jira trigger or action step. Neither will appear as usable until the connection shows Connected.
Where do I find step-by-step setup for each one? Each premium step has a full reference guide: Inbound Webhook lives in Engagement & Webhook Triggers, the data-out actions in Send Data Actions, formatting and data tools in Formatters & Data Tools Actions, and AI in AI Actions.
