Triggers: Master Index

A trigger is the event that starts a workflow. This page lists every workflow trigger in Aesthetix CRM, grouped the same way they appear in the workflow builder. Click any category to open its full reference guide, where each trigger is documented in detail: what it fires on, every filter and option, the data it makes available to later steps, and example workflows.

To add a trigger, open Automation, create or open a workflow, click Add New Trigger, and pick the trigger you need.

Contact Triggers

Triggers that fire on changes to a contact, their tags, notes, tasks, or engagement.

• Contact Created

• Contact Changed

• Contact Tag

• Contact DND

• Contact Engagement Score

• Birthday Reminder

• Custom Date Reminder

• Note Added

• Note Changed

• Task Added

• Task Reminder

• Completed Task

• Customer Replied

Event Triggers

General activity, messaging, form, and webhook events.

• Form Submitted

• Survey Submitted

• Quiz Submitted

• Trigger Link Clicked

• Video Tracking

• Email Events

• Inbound Email

• Call Details

• Number Validation

• Messaging Error (SMS)

• Inbound Webhook

• Scheduler

• Funnel/Website Pageview

• New Review Received

• External Tracking Event

• Conversations SLA

• Conversation AI

• Custom Trigger

Appointment Triggers

Triggers that fire on appointment and booking activity.

• Appointment Status

• Customer Booked Appointment

• Service Booking

Opportunity Triggers

Triggers that fire as opportunities move through your pipelines.

• Opportunity Created

• Opportunity Status Changed

• Opportunity Changed

• Pipeline Stage Changed

• Stale Opportunities

Payment Triggers

Triggers for invoices, payments, subscriptions, documents, and coupons.

• Invoice

• Payment Received

• Order Form Submission

• Order Submitted

• Documents & Contracts

• Estimates

• Subscription

• Refund

• Coupon Triggers (Applied, Redeemed, Expired, Redemption Limit Reached)

Ecommerce Store Triggers

Cross-source store triggers for native Store, Shopify, and WooCommerce.

• Order Fulfilled

• Abandoned Checkout

• Product Review Submitted

Social & Ad Event Triggers

Lead-ad form submissions and social comment events.

• Facebook Lead Form Submitted

• LinkedIn Lead Form Submitted

• TikTok Form Submitted

• Google Lead Form Submitted

• Facebook Comment

• Instagram Comment

• TikTok Comment

• Click to WhatsApp Ads

Affiliate Triggers

Triggers that power Affiliate Manager automations.

• Affiliate Created

• New Affiliate Sales

• Affiliate Enrolled in Campaign

• Lead Created

Looking for actions?

Triggers start a workflow; actions are the steps it runs. See the Actions: Master Index for the full list of every workflow action.