> ## Documentation Index
> Fetch the complete documentation index at: https://www.agentvoice.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Triggers

> Automate your workflows. Create rules that trigger actions automatically when events occur.

## What Are Triggers?

Triggers are automation rules that run actions automatically when something happens in your account. Think of them as "If this happens, then do that" rules.

For example:

* **When** a new contact is created → **Automatically** add them to your welcome campaign
* **When** you tag a contact as "hot lead" → **Automatically** schedule a follow-up call
* **When** a call ends → **Automatically** add them to your nurture sequence

No more manual work. Set it once, and it runs forever.

## How to Create a Trigger

### Step 1: Choose Your Event

Pick what event will start the automation:

#### Available Events

**Contacts:**

* **Contact Added** - Triggered when a new contact is added to your database. Perfect for welcome messages, initial outreach campaigns, or adding contacts to specific workflows.
* **Contact Called** - Triggered when a specific contact receives a call. Use this to track engagement, update contact status, or trigger follow-up sequences.
* **Contact Tag Added** - Triggered when a tag is added to a contact. Ideal for segmenting contacts, triggering targeted campaigns, or updating contact workflows.
* **Contact Tag Removed** - Triggered when a tag is removed from a contact. Use this to update contact status, modify workflows, or trigger re-engagement campaigns.
* **Contact Variable Changed** - Triggered when any custom variable on a contact is added, removed, or modified. Perfect for dynamic workflows based on contact data changes.

#### Coming Soon Events

**Appointments:**

* **Appointment Created** - Triggered when a new appointment is scheduled with a contact.
* **Appointment Rescheduled** - Triggered when an existing appointment is rescheduled to a different time.
* **Appointment Cancelled** - Triggered when an appointment is cancelled.

**Calls:**

* **Inbound Call Received** - Triggered when someone calls one of your phone numbers.
* **Call Ended** - Triggered when any call (inbound or outbound) completes.
* **Call Missed** - Triggered when an inbound call is not answered.

**Tasks:**

* **Task Completed** - Triggered when a scheduled task finishes executing.

**Campaigns:**

* **Campaign Completed** - Triggered when a campaign finishes all scheduled calls.

### Step 2: Add Conditions (Optional)

You can add filters to be more specific about when the trigger runs. Add up to 3 conditions to control when your trigger executes.

Each condition consists of three parts:

* **Field** - Select a contact field (first name, last name, email, phone, tags, custom variables, etc.)
* **Operator** - Choose how to compare the field (exists, equals, contains, does not equal, etc.)
* **Value** - Enter the value to compare against

**Examples:**

* Only run for contacts from "Acme Corp"
* Only run for contacts tagged "VIP"
* Only run for contacts with phone numbers

### Step 3: Define Actions

Pick what should happen automatically when this trigger fires. You can add up to 3 actions per trigger.

#### Available Action Types

**Call Contact Immediately**

Place an outbound call to a contact right away using a selected agent.

Configuration options:

* **Who should receive this action?**
  * **The contact that triggered this event** - Calls the contact who fired the trigger (requires selecting an agent)
  * **A different contact** - Calls a specific contact you choose (requires searching/selecting the contact and selecting an agent)
* **Select Agent** - Choose which AI agent will handle the call

**Add to Campaign**

Automatically enroll contacts into a specific campaign.

Configuration options:

* **Select Campaign** - Choose which campaign to add the contact to

You can add multiple actions to one trigger to create sophisticated workflows!

### Step 4: Name & Review Your Trigger

Give your trigger a name and optional description, then review your complete automation workflow before activating it.

The workflow preview shows:

1. **When this happens** - The event that triggers the automation
2. **Only if these conditions match** - Any filters you've applied (if applicable)
3. **Then do these actions** - All actions that will execute automatically

Once you're satisfied with the configuration, click **Create Trigger** to activate your automation. It will begin running immediately for all future events.

## Real Examples

### Example 1: Welcome New Contacts

**When:** New contact is created\
**Action:** Add them to "Welcome Campaign"

Now every new contact automatically gets added to your welcome sequence. Zero manual work.

***

### Example 2: Fast Follow-Up on Hot Leads

**When:** You add the tag "hot-lead" to a contact\
**Action:** Schedule a call in 5 minutes

You tag someone as a hot lead, and your system automatically queues up a quick follow-up call.

***

### Example 3: Multi-Step Workflow

**When:** New contact is created\
**Actions:**

1. Add to "Nurture Campaign"
2. Schedule a call in 1 hour

One trigger, multiple actions. Your entire workflow runs on autopilot.

***

## Managing Your Triggers

### View All Triggers

See all your automation rules in one place. Check which ones are active and which are paused.

### See What's Running

Every time a trigger fires, we log it. You can see:

* How many times it's run
* Success rate
* Any errors or skipped actions
* When it last ran

### Turn Triggers On/Off

Need to pause an automation? Just toggle it off. Turn it back on whenever you're ready.

***

## Smart Features

**Respects Blocked Contacts:** Triggers automatically skip blocked contacts

**Campaign Limits:** Contacts can only be in 3 campaigns max (keeps things organized)

**No Duplicate Adds:** If a contact is already in a campaign, we won't add them again

**Always Safe:** All changes happen in protected transactions, so nothing breaks

***

## What's Coming Next

We're actively expanding the triggers system based on your feedback. Coming soon:

**New Events:**

* Call Ended
* Appointment Booked
* Email Opened
* Form Submitted
* Deal Stage Changed

**New Actions:**

* Send Email
* Send SMS
* Update Contact Field
* Call Webhook
* Create Task
* Notify Team Member

**Advanced Features:**

* Time-based delays between actions
* Conditional branching (if/then/else logic)
* Action templates
* Trigger analytics dashboard

Have ideas for new events, conditions, or actions? Let us know!

***

## Common Questions

**Q: Can I create a campaign with 0 contacts and let triggers populate it?**\
Yes! This is actually perfect for automation. Create an empty campaign, then set up triggers to add contacts automatically.

**Q: What if a trigger fails?**\
We log every execution. If something fails, you'll see exactly what happened and can fix it.

**Q: Can I have multiple triggers for the same event?**\
Absolutely! You might have one trigger that adds all new contacts to Campaign A, and another that adds only VIP contacts to Campaign B.

**Q: Do triggers work retroactively?**\
No. Triggers only run for events that happen *after* you create them. They don't go back in time.

**Q: Will new features cost extra?**\
Nope! All trigger features are included in your plan as we add them.

## Getting Started

1. Go to **Triggers** in your dashboard
2. Click **Create Trigger**
3. **Choose your event** (like "Contact Added")
4. **Add conditions** (optional filters - skip if you want it to run for everyone)
5. **Define your actions** (like "Add to Campaign" or "Call Contact Immediately")
6. **Name and review** your complete workflow
7. Click **Create Trigger** to activate

That's it! Your automation is now running 24/7.

**Pro Tip:** Start simple with one trigger, test it, then build more complex workflows once you're comfortable.