Here we will discuss the different types of Trigger Actions
Trigger Actions are the actions which specify what a workflow will do. You can have several actions on a single trigger which creates an And statement. This means that more than one action will need to happen to make the trigger work. For example, if the call count is 3 AND the disposition is Answer Machine, then send an email.
Below are the list of actions available for Workflow Automation.
Email – this options will send an email to the email address added under recipients. An Email Template should be setup first prior in using this trigger action.
Integration – this option will send the lead data to the third party CRM. There should be already a configured TalkPro Share and Adaptor to use this feature.
Move – this option will move the lead to another list.
Status Change – this option will change the status of the lead to the status of your choosing.
SMS – this option will send an SMS message to the lead’s mobile number.
Voice Broadcast – this option will insert the lead to the specified VB Campaign.
Ringless Voicemail - this option will insert the lead to a specified Ringless Voicemail Campaign
Field – this option will change the field data to a specified one.
Callback – system will automatically call the lead based on the number of seconds specified.
Insert into Hopper – this option will insert the lead back to the hopper based on the specified priority level.
Note: You can identify the Trigger Events and Actions statuses by their text color. If the text is Blue, it means it's Active and if it's Red, it's Inactive.