Automation trigger types in the builder

💡 Not in the list? Triggers such as Contact Created or Project Created are not offered today. Use Contact Form Submitted, Project Stage Changed, or Project Date instead.

• Contact Form Submitted – Someone submits a contact form (optionally filter to one form).
• Brochure Submitted – A client submits brochure package choices from the portal.
• Questionnaire Submitted – A client submits a questionnaire from the portal.
• Project Custom Field Changed – A CRM custom field on a project changes.
• Project Stage Changed – A project moves to a new stage.
• Task Completed – A task is marked complete.
• Invoice Paid in Full – Every scheduled payment on an invoice is complete.
• First Payment Made – The first payment posts on an installment plan that still has a balance.
• Refund Issued – Stripe applies a refund to an invoice (after the refund clears).
• Gallery Linked – A SmugMug gallery is linked to a project.
• Photo Booth Event Linked – A Snappic or Booth.Events event is linked to a project.
• Photo Booth Gallery Published – A linked photo booth gallery is published to the portal.
• Photo Booth Media Received – New media arrives for a linked Booth.Events event.
• Photo Booth Survey Received – A new survey response arrives for a linked photo booth event.
• File Completed – A shared file is completed (signed, paid, or otherwise finished).
• Client Signed Contract – The client signer finishes the contract.
• Project Date – Runs relative to a project start or due date (before, after, or on the date).
• Meeting scheduled – A meeting is booked and linked to a project.
• Meeting starts – Runs at or offset from the meeting start time.
• Meeting ends – Runs at or offset from the meeting end time.

• Send Email – Email a contact with subject and body (optional template).
• Send SMS – Text a contact from your connected Quo line.
• Create Task – Add a task to a project (optional Staff Team and assignee).
• Create Note – Add a note on a project or contact.
• Update Note – Edit an existing note.
• Create Contact – Add a new contact record.
• Update Contact – Update contact fields.
• Update Project Stage – Move the project to another stage.
• Update Project Source – Change how the project was sourced.
• Assign team member to Project – Add a teammate or Staff Team to the project.
• Set Contact Custom Field – Write a CRM custom field on the contact.
• Set Project Custom Field – Write a CRM custom field on the project.
• Send Document – Send a document template from the automation.
• Apply Timeline Template – Apply a timeline template to the project.
• Update Document – Update fields on a document produced earlier in the flow.

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