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Triggers – Overview

Triggers are conditional statements (similar to Zaps in Zapier) that connect all the different modules of Vintory together. Think of triggers as the wiring or ‘secret sauce’ in the back-end making all the cool things Vintory does actually happen

Let’s say you have set up a Zap in Zapier to push leads into a HighLevel campaign when they fill out a form embedded in a ClickFunnels landing page. You also want to send an SMS notification to your client to let them know when this happens (the equivalent to letting them know they have a new lead)
How would we do this?
Answer: Set up a trigger!

Create, Name and Activate Triggers
Follow the steps below to create, name and activate a trigger:

  1. Click Triggers
  2. Click + New Basic Rule
  3. Choose a trigger from the Choose a trigger dropdown and add all the necessary filters
  4. Click +Add action
  5. Choose an action from the Choose a action dropdown and all the necessary filters
  6. Name the Trigger in the Trigger name field
  7. Click the Draft dropdown and click Activate