How do workflow triggers work?

A trigger is what starts an automation in Heavy Duty CRM. When a specific event happens—like a new contact being created or a form submitted—it initiates the workflow you’ve built.

Triggers cover a wide range of categories including Contact events (tag added, contact created), Appointments, Opportunities, Payments, forms, reviews, social events (Facebook/Instagram), IVR, and even document signing.

You can also use marketplace or custom triggers for advanced needs, like syncing data between systems—these give you flexibility when standard options don’t cover a unique case.

Once a trigger fires, it leads into your workflow’s actions—a sequence you define using logic, delays, messages, and routing. This makes automation both powerful and customizable.

Triggers are the spark; workflows are the engine—once set up, they run automatically and reliably.