> ## Documentation Index
> Fetch the complete documentation index at: https://docs.flowla.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Triggers

> Choose the event that starts your workflow — from room activity to CRM changes and call recordings.

A trigger is the starting signal for your workflow — the moment Flowla knows it's time to act.

<video autoPlay muted loop playsInline src="https://mintcdn.com/flowla/DTw1cUtVl5HKnL9j/images/autopilot/trigger_overview.mp4?fit=max&auto=format&n=DTw1cUtVl5HKnL9j&q=85&s=bbc04e7356c24fec5a52e2c0685b3cf6" data-path="images/autopilot/trigger_overview.mp4" />

***

### What is a trigger?

Think of a trigger as Flowla's way of listening. You tell it what to watch for, and the moment it happens, your workflow kicks off automatically.

That could be something like:

* A prospect opens your room for the first time
* A customer submits a form
* A deal moves to a new stage in your CRM (your customer relationship tool, like HubSpot or Salesforce)
* A contact hasn't opened their room in 3 days

You decide what counts as the right moment. Flowla does the rest.

***

### Types of triggers

#### Room activity

| Trigger                    | What it does                                                  |
| -------------------------- | ------------------------------------------------------------- |
| **Room viewed**            | Fires when any visitor opens the room                         |
| **Room viewed first time** | Fires only on a visitor's very first view                     |
| **Room not viewed**        | Fires when a room hasn't been opened within a set time period |
| **Room status changed**    | Fires when the room's status is updated                       |
| **Room met criteria**      | Fires when the room matches conditions you define             |

<img src="https://mintcdn.com/flowla/DTw1cUtVl5HKnL9j/images/autopilot/trigger_rooms.png?fit=max&auto=format&n=DTw1cUtVl5HKnL9j&q=85&s=96e2c03520a209637fa3ca4c240f1e19" width="2892" height="1206" data-path="images/autopilot/trigger_rooms.png" />

#### Forms

| Trigger            | What it does                                       |
| ------------------ | -------------------------------------------------- |
| **Form submitted** | Fires when a customer completes a form in the room |

<img src="https://mintcdn.com/flowla/DTw1cUtVl5HKnL9j/images/autopilot/trigger_forms.png?fit=max&auto=format&n=DTw1cUtVl5HKnL9j&q=85&s=c0a72ecc86904e8406a4467b3445ef81" width="2870" height="1222" data-path="images/autopilot/trigger_forms.png" />

#### Actions (tasks inside rooms)

| Trigger                   | What it does                                                |
| ------------------------- | ----------------------------------------------------------- |
| **Action status changed** | Fires when a task is marked done, in progress, or cancelled |
| **Action not completed**  | Fires when a task is still incomplete after its due date    |
| **Stage completed**       | Fires when every task in a section is finished              |

<img src="https://mintcdn.com/flowla/DTw1cUtVl5HKnL9j/images/autopilot/trigger_actions.png?fit=max&auto=format&n=DTw1cUtVl5HKnL9j&q=85&s=7f4c21e01f2c2c81aa2166dddbed3ae5" width="2884" height="948" data-path="images/autopilot/trigger_actions.png" />

#### CRM — HubSpot

| Trigger                         | What it does                                        |
| ------------------------------- | --------------------------------------------------- |
| **Deal stage changed**          | Fires when a deal moves to a different stage        |
| **Contact lead status changed** | Fires when a lead's status is updated               |
| **Object created**              | Fires when a new deal, contact, or company is added |
| **Property changed**            | Fires when any HubSpot field is updated             |
| **Ticket status changed**       | Fires when a support ticket status changes          |
| **Task completed**              | Fires when a HubSpot task is marked complete        |

<img src="https://mintcdn.com/flowla/DTw1cUtVl5HKnL9j/images/autopilot/triggers_hubspot.png?fit=max&auto=format&n=DTw1cUtVl5HKnL9j&q=85&s=95271662b90f47f2d25bf037efc90897" width="2892" height="1120" data-path="images/autopilot/triggers_hubspot.png" />

#### CRM — Salesforce

| Trigger                       | What it does                                 |
| ----------------------------- | -------------------------------------------- |
| **Opportunity stage changed** | Fires when a deal moves to a different stage |
| **Object created**            | Fires when a new record is added             |
| **Property changed**          | Fires when any Salesforce field is updated   |

<img src="https://mintcdn.com/flowla/DTw1cUtVl5HKnL9j/images/autopilot/triggers_salesforce.png?fit=max&auto=format&n=DTw1cUtVl5HKnL9j&q=85&s=86cf8515d30ba521c294aa6fe58a9839" width="2888" height="1148" data-path="images/autopilot/triggers_salesforce.png" />

#### CRM — Attio

| Trigger              | What it does                              |
| -------------------- | ----------------------------------------- |
| **Record created**   | Fires when a new record is added in Attio |
| **Property changed** | Fires when any Attio field is updated     |

<img src="https://mintcdn.com/flowla/DTw1cUtVl5HKnL9j/images/autopilot/triggers_attio.png?fit=max&auto=format&n=DTw1cUtVl5HKnL9j&q=85&s=82b0c658fc5faff5fa9dea90973dccd6" width="2890" height="1202" data-path="images/autopilot/triggers_attio.png" />

#### Call transcripts

| Trigger                               | What it does                                       |
| ------------------------------------- | -------------------------------------------------- |
| **Fireflies transcription completed** | Fires when Fireflies.ai finishes processing a call |
| **Gong transcription completed**      | Fires when Gong finishes processing a call         |

<img src="https://mintcdn.com/flowla/DTw1cUtVl5HKnL9j/images/autopilot/triggers_fireflies.png?fit=max&auto=format&n=DTw1cUtVl5HKnL9j&q=85&s=446cbaf7f0743903e8fccc3dc2d2c229" width="2888" height="1296" data-path="images/autopilot/triggers_fireflies.png" />

#### Email

| Trigger                         | What it does                                       |
| ------------------------------- | -------------------------------------------------- |
| **Gmail thread email received** | Fires when a new email arrives in a tracked thread |

#### Webhooks & external apps

| Trigger            | What it does                                         |
| ------------------ | ---------------------------------------------------- |
| **Custom webhook** | Fires when an external tool sends a signal to Flowla |

<video autoPlay muted loop playsInline src="https://mintcdn.com/flowla/DTw1cUtVl5HKnL9j/images/autopilot/webhook_trigger.mp4?fit=max&auto=format&n=DTw1cUtVl5HKnL9j&q=85&s=d54a71190ca52575bd26ab231eda46ea" data-path="images/autopilot/webhook_trigger.mp4" />

***

### What are scopes?

Sometimes you don't want a workflow to fire every time a trigger happens — only when something **specific** is true.

That's what **scopes** are for. A scope acts as a filter, so your workflow only runs at exactly the right moment.

### Example

* **Trigger**: Deal stage changed
* **Scope**: Only when the new stage is *Contract Sent*

Without a scope, the workflow fires every time the deal stage changes. With a scope, it only fires when the deal reaches that one specific stage.

<Tip>After setting up a new trigger, check your [workflow logs](/automations/automations-overview) to confirm it fires exactly when expected — it's the quickest way to catch a misconfigured scope before it causes issues.</Tip>

***

### Best practices

1. **Start specific** — Begin with narrow conditions and expand later if needed
2. **Check for duplicates** — Make sure you don't have two workflows with the same trigger
3. **Test before going live** — Create a test record to confirm the trigger fires correctly
4. **Use scopes** — Filter down to exactly the scenario you care about
5. **Review regularly** — Check your workflow logs to make sure triggers are firing as expected
