Workflow Triggers and Actions Reference

Workflow Triggers and Actions

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.