Integration Triggers

Overview

Integration Triggers connect events across modules (CRM, Tasks, Invoicing, Messaging) so the right actions happen automatically without manual steps.

Built‑in triggers

• Contact created → Pipeline enrollment

  • New contacts can be automatically enrolled into selected pipelines. This starts the defined sequence (e.g., onboarding) for each new contact.

• Task moved to Done → Notifications

  • When a task is moved into a column marked Done, the system can notify your team:
    • Slack: post a message to a chosen channel
    • Telegram: send a message to a connected chat

• Invoice paid (online payment) → Status update & notifications

  • Successful payments (e.g., via Stripe or PassimPay) automatically close the invoice and record the payment.
  • Optional Telegram notification can be sent when an invoice is paid.

• Deal created from outreach → Telegram notification

  • When a deal is created from an outreach event, a Telegram message can be sent.

How triggers run

• Real‑time events: Task changes, new contacts, and paid invoices fire immediately and trigger the linked action.
• Scheduled steps: If a trigger enrolls a contact into a pipeline, the pipeline steps run on their own schedule.

Setup

• Automatic pipelines (Contacts): Choose which pipelines should auto‑start for new contacts.
• Board automations (Tasks): Per board, enable “Task done → Slack” or “Task done → Telegram” and select the destination channel/chat.
• Online payments (Invoices): Connect payment providers (e.g., Stripe, PassimPay). Paid invoices update and can notify via Telegram.

Team scope & access

• All triggers are team‑scoped. Only your team’s resources (pipelines, boards, payment connections, channels/chats) are used.

Examples

• New lead captured → enrolled into an onboarding pipeline automatically.
• Team completes a task → instant Slack/Telegram notification in the project channel.
• Client pays an invoice online → invoice closes, payment is recorded, finance chat notified.