Triggering workflows in Dalil

Workflow triggers determine when automations start in Dalil. They activate automatically when specific CRM or sales events occur, enabling the system to execute predefined actions at the right moment.

Types of Triggers

Record Triggers

These activate when CRM records are created, updated, or deleted across entities like People, Companies, Opportunities, Tasks, and Notes. Common uses include lead routing and data management.

Pipeline Triggers

These respond to changes in opportunity records within sales pipelines, such as stage transitions. They are useful for automating follow-ups and deal management.

Manual Triggers

Workflows can be launched on demand without waiting for automatic events, making them ideal for operational tasks requiring immediate execution.

Scheduled Triggers

These run workflows at specific times or recurring intervals, automating periodic tasks like reporting and data updates.

Webhook Triggers

External systems can initiate workflows by sending data to Dalil, enabling third-party integrations and cross-platform automation.

Sequence Triggers

These activate based on outreach sequence events, such as when contacts enter or exit campaigns, allowing automated follow-up actions.

How Triggers Work

Triggers define the starting point for workflows. Combined with conditions, filters, and branching logic, they enable intelligent automation that responds differently based on CRM data. Every workflow must have exactly one trigger, which you configure when building or editing the workflow in the visual editor.