Right-Click Menu: Add Trigger

This menu allows the user to add a trigger to a landmark or task in order to automate a desired outcome within their process. There are currently 11 different Triggers.

  1. Assign Task

  2. Send Notification

  3. Redirect

  4. Change Engagement Status

  5. Internal Notification

  6. CRM Record Type

  7. Relationship

  8. Assign to User Group

  9. Redirect to Checkout

  10. Create Campaign

  11. Mailchimp

Modified on Mon, 18 Sep, 2023 at 2:18 PM

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