Workflow Triggers and Actions Reference

Workflow Triggers and Actions

Reference

This is a complete reference of all available triggers and actions in WRRK workflows.

Triggers

Contact Triggers:

• contact.created — A new contact is added to the CRM.
• contact.updated — Any field on a contact is changed.
• contact.tagged — A specific tag is added to a contact.

Deal Triggers:

• deal.created — A new deal is created.
• deal.stage_changed — A deal moves to a different pipeline stage.
• deal.closed_won — A deal is marked as Closed Won.
• deal.closed_lost — A deal is marked as Closed Lost.

Communication Triggers:

• email.received — An email is received on any connected account.
• email.sent — An email is sent from WRRK.
• whatsapp.received — A WhatsApp message is received.
• whatsapp.sent — A WhatsApp message is sent from WRRK.

Task Triggers:

• task.created — A new task is created.
• task.completed — A task is marked as complete.
• task.overdue — A task passes its due date without completion.

Schedule Triggers:

• schedule.daily — Runs every day at a specified time.
• schedule.weekly — Runs every week on a specified day.
• schedule.cron — Runs on a custom cron schedule (for advanced users).

Actions

Communication Actions:

• send_email — Send an email to a specified address or contact.
• send_whatsapp — Send a WhatsApp message using a template.
• send_notification — Send an in-app notification to a team member.

CRM Actions:

• create_contact — Create a new contact with specified fields.
• update_contact — Update fields on an existing contact.
• add_tag — Add a tag to a contact.
• remove_tag — Remove a tag from a contact.
• create_deal — Create a new deal.
• update_deal — Update deal fields or stage.
• create_task — Create a task assigned to a specific user.

Integration Actions:

• webhook — Send an HTTP request to an external URL.
• invoke_lambda — Trigger an AWS Lambda function.

Flow Control:

• delay — Wait for a specified duration before continuing.
• condition — Branch the workflow based on a condition.
• loop — Repeat an action for each item in a list.

Variable Interpolation

Actions can reference trigger data using variables:

• {{trigger.contact.name}} — The name of the contact that triggered the workflow.
• {{trigger.deal.value}} — The value of the deal.
• {{trigger.message.body}} — The content of the received message.