Triggers & Conditions

Triggers define when a workflow runs. Conditions filter which leads pass through to the next step. Combine them to build precise automation rules.

Trigger types

TriggerWhen it firesUse case
new_leadA new lead is detected by any keywordReal-time lead routing
new_competitor_mentionA competitor brand is mentionedCompetitive intelligence
scheduledAt a set interval (hourly, daily, weekly)Batch processing, reports
manualTriggered by clicking a button in the dashboardOne-off exports, testing

Condition operators

  • equals: Field matches exactly (e.g., intent = "ACTIVE")
  • greater_than: Numeric comparison (e.g., aiScore > 7)
  • contains: String includes substring (e.g., keyword contains "CRM")
  • in: Field is one of a list (e.g., channel in ["twitter", "linkedin"])
  • not_empty: Field has a value (e.g., enriched.email is not empty)

Related guides