Contact Workflow Triggers
15 guides covering contact workflow triggers on the Sparkforge platform.
- Contact Changed Trigger in Sparkforge Workflows The Contact Changed trigger fires whenever a contact's details update, including tags, custom fields, DND status, or assigned user. Use it to automate follow-up
- How to Create a Birthday Reminder Workflow The Birthday Reminder trigger fires automatically at 8AM on each contact's birthday in your account time zone. Pair it with email, SMS, or wait steps to send pe
- How to Use DND Contact Trigger in Sparkforge Workflows The Contact DND trigger runs whenever a contact's Do Not Disturb status changes. Filter by inbound/outbound, channel, and tags to react precisely — opt-out tagg
- Task Reminder Workflow Trigger in Sparkforge The Task Reminder trigger runs a workflow a set number of days before or after a task's due date. Use it for advance reminders, overdue follow-ups, and escalati
- Workflow Trigger - Birthday Reminder The Birthday Reminder trigger fires daily at 8 AM in your account time zone for any contact whose birthday matches today. Filters let you fire before, after, or
- Workflow Trigger - Contact Created The Contact Created trigger fires when a new contact is added — manually, by form, by API, or by integration. Use it to automate welcome emails, lead assignment
- Workflow Trigger - Contact Engagement Score The Contact Engagement Score trigger enrolls contacts into a Sparkforge workflow when their engagement score meets the conditions you set. Combine it with filte
- Workflow Trigger - Contact Tag The Contact Tag trigger fires when a tag is added or removed from a contact in Sparkforge. Use it to automate follow-ups, segment customers, and notify your tea
- Workflow Trigger - Custom Date Remimder The Custom Date Reminder trigger fires on a date stored in a custom field — policy expiry, anniversaries, appointments, etc. Filters control offsets, exact day/
- Workflow Trigger - Note Added The Note Added trigger runs a workflow every time a new note is attached to a contact. Use Has Tag and Doesn't Have Tag filters to scope which contacts qualify.
- Workflow Trigger - Note Changed The Note Changed trigger fires when an existing note is edited on a contact. Use it to alert account managers and log changes for important records.
- Workflow Trigger - Task Added The Task Added trigger fires whenever a new task is added to a contact's record. Use it to notify the assigned user, update related fields, and queue follow-ups
- Workflow Trigger - Task Completed The Task Completed trigger fires a workflow whenever a CRM task is marked complete. Add it under Automation, optionally filter by Assigned User, then chain acti
- Workflow Trigger - Trigger Link Clicked The Trigger Link Clicked trigger fires a workflow when a contact clicks a specific tracked link. Use it for engagement follow-ups, segmentation, and high-intent
- Workflow Triggers - Note Changed The Note Changed trigger fires whenever a note on a contact record is edited. Use tag filters to target specific contacts and chain follow-up actions like task