How to Use the Category Completed Workflow Trigger
The Category Completed trigger starts a workflow when a contact completes a chosen category of products or courses. Use filters to target specific categories and chain follow-up actions.
The Category Completed trigger fires when a contact finishes every item in a defined category — useful for course completions, product bundles, or learning paths. Use it to issue certificates, recommend the next step, or hand the contact to a sales rep.
What it does
- Activates a workflow on category completion
- Supports filters to target specific categories
- Pairs naturally with email, certificate, tag, and notification actions
Configure the trigger
- Open Automation and create or edit a workflow.
- Click Add New Trigger and pick Category Completed.
- Name the trigger something descriptive (e.g., Beginner Course Done).
- Add filters — narrow to specific products or course categories.
- Save and test by completing a category as a test contact.
- Publish the workflow when it behaves correctly.
Use cases
Online learning platform
Trigger: Category Completed. Filter: course is Sprint Course or Marathon Course. Actions: send the student a congratulations email, notify the instructor, enroll the student in the next-level course.
E-commerce upsell
Trigger: Category Completed. Filter: product category is Electronics. Actions: send a follow-up email with accessories, apply a tag for retargeting, and add the contact to a cross-sell sequence.
Combine with other triggers
The Category Completed trigger can sit alongside other workflow triggers like Task Completed or Purchase Made. Use multiple entry points when you want one workflow to handle several related outcomes.
Frequently Asked Questions
Does this trigger handle overlapping categories?
What if the same contact completes a category twice?
Can I target specific products inside a category?
Can I combine this with other triggers in one workflow?
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