Triggers

Triggers are the events that start your automations. When a trigger condition is met, the automation executes its actions.

Record Triggers

These triggers fire when records change in your modules.

Record Created

Fires when a new record is added to a module.

Use cases:

• Send a welcome email when a new contact is added
• Assign new leads to a sales rep
• Create a follow-up task for new opportunities

Record Updated

Fires when any field on a record is changed.

Use cases:

• Notify team when deal value changes
• Log changes to an activity feed
• Sync updates to external systems

Field Changed

Fires when a specific field changes value.

Use cases:

• Send notification when status changes to "Won"
• Trigger onboarding workflow when stage becomes "Customer"
• Alert manager when priority is set to "Urgent"

Record Deleted

Fires when a record is removed from a module.

Use cases:

• Archive related data
• Send confirmation email
• Update external systems

Email Triggers

These triggers fire based on email activity.

Email Received

Fires when an email arrives that matches your conditions.

Use cases:

• Create tasks from incoming emails
• Alert sales when a prospect replies
• Update record status based on email content

Email Sent

Fires when you send an email from Coherence.

Use cases:

• Log activity on linked records
• Schedule follow-up reminders
• Update last contact date

Email Linked

Fires when an email is linked to a record.

Use cases:

• Update last activity date
• Notify record owner
• Add to activity timeline

Time-Based Triggers

These triggers fire based on time or dates.

Scheduled

Fires at specific times or intervals.

Use cases:

• Send weekly summary reports
• Daily digest of new leads
• Monthly invoice reminders

Date-Based

Fires relative to a date field value.

Use cases:

• Reminder 3 days before due date
• Follow-up 1 week after meeting
• Alert on contract expiration

Configuring Triggers

Selecting a Module

Choose which module the trigger should monitor. The trigger will only fire for records in this module.

Adding Filters

Narrow down which records trigger the automation:

• Field conditions - Only trigger when specific field values match
• Record type - Only trigger for certain record types
• Owner - Only trigger for records owned by specific users

Best Practices

1. Be specific - Use field-level triggers instead of record-level when possible
2. Add filters - Limit triggers to relevant records only
3. Test first - Use test records to verify trigger conditions before enabling
4. Monitor logs - Check automation logs to ensure triggers fire correctly

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Next: Learn about Actions you can perform when triggers fire.