List of "triggers" available in CrocoClick automations

Discover the complete and detailed list of triggers available in CrocoClick automations.

Written By CrocoTeam

Last updated About 1 month ago

Triggers automatically launch your CrocoClick automations as soon as a specific event occurs (form submitted, appointment booked, payment received, etc.). Each trigger is described below with its role and an example of use.

What is a Trigger?

A trigger is an event that starts a sequence of actions in your workflows. It specifies the starting point of your automation.

CrocoClick Trigger Categories

Contact Events

Birthday reminder: triggers at 8:00 a.m. on the registered birthday.
Useful for automatically sending a personalized offer or greeting message.
Contact modification: triggers each time a contact field (email, phone number, etc.) is updated.
Useful for initiating follow-up or notifying a manager when information changes.
Contact creation: triggers as soon as a new contact is added.
Useful for automating onboarding (welcome email, assignment, etc.).
"Do Not Disturb" status enabled/disabled: triggered when opting out or reactivating.
Useful for stopping or resuming communications.
Tag added/removed: triggered when a tag is added or removed.
Useful for segmenting and adapting campaigns based on behavior.
Custom date reminder: triggered on the date defined in a custom field.
Useful for contract anniversaries, deadlines, project follow-ups.
Note added: triggered when a note is added to the record.
Useful for notifying the team of a change in context.
Note modified: triggered when a note is updated.
Useful for tracking the progress of an investigation or support request.
Task added: triggers when a task is created.
Useful for launching automatic reminders or assignments.
Task completed: triggered when a task is completed.
Useful for closing a workflow or moving the prospect forward.
Task reminder: triggers on the date/time of a task reminder.
Useful for following up before an important event.
Engagement score: triggers when a score threshold is crossed.
Useful for detecting the most active contacts and following up with them.

General events

Incoming webhook: triggered upon receipt of data via API.
Useful for integrating CrocoClick with third-party applications in real time.
Call status: triggers based on call outcome (incoming, missed, voicemail).
Useful for qualifying a lead or automatically following up.
Email events: triggered on open, click, bounce, or unsubscribe.
Useful for responding to open or engagement behaviors.
Customer response: triggered when a contact responds on a channel (email, chat, etc.).
Useful for switching to a manual or AI response.
Form submitted: triggered each time a CrocoClick form is sent.
Useful for qualifying a prospect or sending a lead to the CRM.
Survey submitted: triggered at the end of a survey.
Useful for gathering feedback and adapting your content.
Trigger link click: triggered when a specific link is clicked.
Useful for tracking interest in a specific offer or document.
Facebook/Instagram/TikTok prospect form submitted: triggered when an advertising form is submitted.
Useful for automatically collecting and processing social media leads.
Video tracking: triggered by video interaction (playback, % reached).
Useful for following up with a prospect based on their video engagement.
Number validation: triggered when SMS/Twilio validation fails or succeeds.
Useful for managing contact errors or validating numbers.
SMS messaging error: triggers when SMS delivery fails.
Useful for switching to an alternative channel.
LinkedIn lead: triggered when a LinkedIn form is submitted.
Useful for automating B2B lead follow-up.
Tunnel/site page view: triggers when a specific URL is visited.
Useful for launching a nurturing sequence after a page is discovered.
Quiz submitted: triggered at the end of a quiz.
Useful for assessing knowledge and adapting the journey.
New review received: triggered when a customer review is received.
Useful for thanking customers and capitalizing on social proof.
Prospect generated: triggered when an internal prospect is automatically created.
Useful for synchronizing with the CRM.

Appointment

Appointment status: triggered when an appointment is created, modified, or canceled.
Useful for sending confirmations or reminders.
Appointment booked by customer: triggered as soon as a customer schedules an appointment.
Useful for notifying the team and preparing for the customer's arrival.

Opportunities

Opportunity status change: triggered when a stage is completed (prospecting, negotiation, etc.).
Useful for adapting the sales pitch.
Opportunity creation: triggered when a new opportunity is generated.
Useful for sending an initial contact email.
Opportunity modification: triggered when an existing opportunity is updated.
Useful for notifying pipeline managers.
Pipeline stage modified: triggered when progress is made in the pipeline.
Useful for automating follow-ups according to the stage.
Stagnant opportunity: triggered if the opportunity remains unchanged for too long.
Useful for following up or reassigning.

Affiliation

Affiliate creation: triggered when a new affiliate signs up.
Useful for sending a welcome pack.
New affiliate sale: triggered each time a commission is generated.
Useful for notifying the affiliate and recording the sale.
Affiliate campaign registration: triggered when an affiliate is added to a campaign.
Useful for starting the dedicated promotion.

Training

Category started/completed: triggered at the start or end of a course module.
Useful for sending encouragement or quizzes.
Lesson started/completed: triggered at the start or end of a lesson.
Useful for offering additional content.
New registration: triggered when registering for a course.
Useful for sending a getting started guide.
Offer/product access granted or revoked: triggered each time access is modified.
Useful for managing user rights.
Course started/completed: triggered when the course starts or is completed.
Useful for issuing a certificate or survey.
User login: triggered each time a user logs in.
Useful for measuring engagement and sending reminders.

Payments

Invoice: triggered when an invoice is created or based on its status.
Useful for sending payment reminders.
Payment received: triggered upon receipt of payment.
Useful for granting access to a service or training course.
Order form submission: triggered when a sales form is sent.
Useful for generating an opportunity or ticket.
Order submitted: triggered when an order is validated.
Useful for delivery or access processes.
Documents & Contracts: triggered when a contract or document is modified.
Useful for resending signatures.
Quote: triggered when a quote is sent or modified.
Useful for following up with prospects.
Subscription: triggered when a subscription is changed.
Useful for adjusting the offer or service.
Refund: triggered when a refund is processed.
Useful for notifying the customer and updating the CRM.

Shopify

Cart abandonment: triggered when a customer leaves without buying.
Useful for follow-up via email or SMS.
Order placed: triggered when a Shopify order is confirmed.
Useful for logistics and customer notifications.
Order fulfilled: triggered when the order is shipped or processed.
Useful for delivery tracking.

IVR (Interactive Voice Response)

IVR start: triggered when an IVR session is launched.
Useful for guiding the caller through the voice menu.

Facebook & Instagram events

Comment on a post: triggered each time a new Facebook/Instagram comment is posted.
Useful for automatically responding or notifying a community manager.

Communities

Group access granted/revoked: triggered when a member is added or removed.
Useful for managing access permissions and sending welcome or farewell messages.

Summary table

Category	Trigger (EN)	Suggested translation (EN)	Display name (FR)	Description
Contacts	Birthday Reminder	Birthday reminder	Birthday reminder	Triggers on the contact's birthday at 8:00 a.m.
Contacts	Contact Changed	Contact modification	Contact Changed	Triggers each time a contact field is modified.
Contacts	Contact Created	Contact creation	Contact Created	Triggers when a new contact is added.
Contacts	DND Contact	"Do Not Disturb" status	DND Contact	Triggered when DND is enabled or disabled.
Contacts	Contact Tag	Tag added/removed	Contact Tag	Triggers when a tag is added to or removed from a contact.
Contacts	Custom Date Reminder	Custom date reminder	Custom Date Reminder	Triggers on the date specified in a custom field.
Contacts	Note Added	Note added	Note Added	Triggers when a note is added to the contact record.
Contacts	Note Changed	Note Modified	Note Changed	Triggers when an existing note is modified.
Contacts	Task Added	Task Added	Task Added	Triggers when a task related to the contact is created.
Contacts	Task Reminder	Task Reminder	Task Reminder	Triggers at the date/time of a scheduled task reminder.
Contacts	Task Completed	Task completed	Task Completed	Triggers when a task is completed.
Contacts	Contact Engagement Score	Engagement Score	Contact Engagement Score	Triggers when a score threshold is crossed.
General events	Inbound Webhook	Inbound Webhook	Inbound Webhook	Triggers when an external API call is received.
General events	Call Status	Call Status	Call Status	Triggered based on the outcome of a call (incoming, missed, etc.).
General events	Email Events	Email events	Email Events	Triggered when an email is opened, clicked, bounced, or unsubscribed.
General events	Customer Replied	Customer reply	Customer replied	Triggers when the contact replies on any channel.
General events	Form Submitted	Form submitted	Form submitted	Triggered when a CrocoClick form is submitted.
General events	Survey Submitted	Survey submitted	Survey submitted	Triggered when a survey is submitted.
General events	Trigger Link Clicked	Trigger link clicked	Trigger Link Clicked	Triggered when a specific link in an email or SMS is clicked.
General events	Facebook Lead Form Submitted	Facebook form submitted	Facebook lead form submitted	Triggered when a FB Lead form is submitted.
General events	TikTok Form Submitted	TikTok form submitted	TikTok Form Submitted	Triggered when a TikTok form is submitted.
General events	Video Tracking	Video Tracking	Video Tracking	Triggered based on video viewing behavior.
General events	Number Validation	Number Validation	Number Validation	Triggers on SMS validation failure or success.
General events	Messaging Error - SMS	SMS messaging error	Messaging Error - SMS	Triggered when SMS sending fails.
General events	LinkedIn Lead Form Submitted	LinkedIn form submitted	LinkedIn Lead Form Submitted	Triggered when a LinkedIn Lead Form is submitted.
General events	Funnel/Website PageView	Funnel/Website PageView	Funnel/Website PageView	Triggered when a targeted page is visited.
General events	Quiz Submitted	Quiz Submitted	Quiz Submitted	Triggered when an embedded quiz is completed.
General events	New Review Received	New review received	New Review Received	Triggered upon receipt of a customer review.
General events	Prospect Generated	Prospect Generated	Prospect Generated	Triggered when a prospect is automatically created.
Appointment	Appointment Status	Appointment status	Appointment Status	Triggered when an appointment is booked, modified, or canceled.
Appointment	Customer Booked Appointment	Customer Booking	Customer booked appointment	Triggered when a customer books a slot.
Opportunities	Opportunity Status Changed	Opportunity status changed	Opportunity status changed	Triggers when the opportunity stage changes.
Opportunities	Opportunity Created	Opportunity created	Opportunity created	Triggered when a new opportunity is created.
Opportunities	Opportunity Changed	Opportunity modified	Opportunity changed	Triggered when an opportunity is updated.
Opportunities	Pipeline Stage Changed	Pipeline stage changed	Pipeline stage changed	Triggers when an opportunity moves to a new pipeline stage.
Opportunities	Stale Opportunities	Stagnant opportunity	Stale Opportunities	Triggered if an opportunity remains inactive for too long.
Affiliation	Affiliate Created	Affiliate Created	Affiliate Created	Triggered when a new affiliate registers.
Affiliation	New Affiliate Sales	New Affiliate Sales	New Affiliate Sales	Triggered each time an affiliate makes a sale.
Affiliation	Affiliate enrolled in campaign	Affiliate campaign enrollment	Affiliate enrolled in campaign	Triggered when an affiliate is added to a campaign.
Training	Category Started	Category started	Category Started	Triggers when a course category begins.
Training	Category Completed	Category Completed	Category Completed	Triggers at the end of a course category.
Training	Lesson Started	Lesson Started	Lesson Started	Triggers at the start of a lesson.
Training	Lesson Completed	Lesson completed	Lesson completed	Triggers at the end of a lesson.
Training	New Signup	New registration	New Signup	Triggers when registering for a course.
Training	Offer Access Granted	Access granted	Offer Access Granted	Triggered when access to an offer is granted.
Training	Offer Access Removed	Offer Access Revoked	Offer Access Removed	Triggered when access to an offer is revoked.
Training	Product Access Granted	Product Access Granted	Product Access Granted	Triggered when access to a product (course) is granted.
Training	Product Access Removed	Product Access Revoked	Product Access Removed	Triggered when access to a product is revoked.
Training	Product Started	Course started	Product Started	Triggered when a course has fully started.
Training	Product Completed	Course completed	Product Completed	Triggered when a course is fully completed.
Training	User Login	User Login	User Login	Triggered each time you log in to the training platform.
Payments	Invoice	Invoice	Invoice	Triggered when an invoice is created or modified.
Payments	Payment Received	Payment received	Payment Received	Triggered when a payment is received.
Payments	Order Form Submission	Order Form Submission	Order Form Submission	Triggered when an order form is submitted.
Payments	Order Submitted	Order Submitted	Order Submitted	Triggered when an order is validated.
Payments	Documents & Contracts	Documents & Contracts	Documents & Contracts	Triggered when contracts/documents are modified or sent.
Payments	Estimates	Estimates	Estimates	Triggered when a quote is sent or updated.
Payments	Subscription	Subscription	Subscription	Triggered when the subscription status changes.
Payments	Refund	Refund	Refund	Triggered when a refund is processed.
Shopify	Abandoned Checkout	Abandoned cart	Abandoned Checkout	Triggered when a cart is abandoned without a purchase.
Shopify	Order Placed	Order placed	Order Placed	Triggers when a Shopify order is confirmed.
Shopify	Order Fulfilled	Order fulfilled	Order Fulfilled	Triggered when order is picked up or shipped.
IVR	Start IVR Trigger	Start IVR	Start IVR Trigger	Triggers when an IVR session is launched.
Facebook & Instagram Events	Facebook - Comment(s) on a Post	Facebook Comment	Facebook - Comment(s) on a Post beta	Triggered each time a comment is made on a post.
Facebook & Instagram Events	Instagram - Comment(s) on a Post	Instagram comment	Instagram - Comment(s) on a Post beta	Triggered by every comment on a post.
Communities	Group Access Granted	Group Access Granted	Group Access Granted	Triggers when a member is added to a group.
Communities	Group Access Revoked	Group Access Revoked	Group Access Revoked	Triggers when a member is removed from a group.
Communities	Private Channel Access Granted	Private Channel Access Granted	Private Channel Access Granted	Triggers when access to a private channel is granted.
Communities	Private Channel Access Revoked	Private Channel Access Revoked	Private Channel Access Revoked	Triggers when access to a private channel is revoked.
Communities	Community Group Member Leaderboard Level Changed	Member ranking level changed	Community Group Member Leaderboard Level Changed	Triggered when the ranking level changes.
Certificates	Certificates Issued	Certificates Issued	Certificates Issued	Triggered when a certificate is automatically issued.