Triggers & Steps

Every sequence starts with a trigger and runs through a series of steps. Understanding the available triggers and step types lets you build powerful automations.

Triggers

A trigger is the event that starts a sequence and enrols a lead or deal into it.

Lead Triggers

Trigger	When it fires
Lead created	A new lead is added to the Leads Inbox
Lead created from form	A web form submission creates a lead
Lead score reaches threshold	Lead score reaches or exceeds a configured value
Lead assigned	A lead is assigned to a specific team member
Lead tag added	A specific tag is added to a lead

Deal Triggers

Trigger	When it fires
Deal created	A new deal is added to the pipeline
Deal stage changes	A deal moves to a specific stage
Deal assigned	A deal is assigned to a specific team member
Deal tag added	A specific tag is added to a deal
Deal value exceeds	A deal's value goes above a threshold
Proposal accepted	A proposal linked to the deal is accepted

Configuring a Trigger

1. In the sequence builder, click Set Trigger.
2. Choose the trigger type.
3. Set any conditions (e.g. "only fire when the tag is 'High Priority'").
4. Save the trigger.

Step Types

Steps are the actions that execute after the trigger fires. Add steps by clicking + Add Step in the sequence builder.

Email Step

Sends an automated email to the enrolled contact.

Configuration:

• From — your connected email account
• To — the contact's email (auto-resolved from the lead or deal)
• Subject — supports merge tags
• Body — rich text editor with merge tags and attachments
• Template — optionally insert an existing email template

Wait Step

Pauses the sequence for a defined period before executing the next step.

Configuration:

• Duration — number of days, hours, or minutes to wait
• Wait until — optionally only continue on working days (Mon–Fri)

Notification Step

Sends an in-app or email notification to a CRM user.

Configuration:

• Notify — specific user, the deal/lead assignee, or all admins
• Message — the notification text (supports merge tags)
• Via — in-app notification, email, or both

Stage Change Step

Moves a deal to a specified pipeline stage. Only available in sequences with a Deal object type.

Configuration:

• Move to stage — select the target stage from your pipeline

Tag Step

Adds or removes a tag on the enrolled lead or deal.

Configuration:

• Action — Add tag or Remove tag
• Tag — select from your existing tags or type a new one

Condition / Branch Step

Splits the sequence into two branches based on a condition. Only one branch executes for each record.

Configuration:

• Condition — e.g. "Has the contact opened the previous email?", "Is the lead score above 70?"
• Yes branch — steps to execute if the condition is true
• No branch — steps to execute if the condition is false

Merge Tags in Steps

Use merge tags in email subjects, bodies, and notification messages:

Tag	Output
	Full name of the contact
	First name of the contact
	Contact's email address
	Name of the deal
	Formatted deal value (e.g. £5,000)
	Current stage name
	Name of the deal/lead assignee
	Your workspace company name

Exit conditions

Always consider what should stop the sequence early. For example, if the contact replies to an email, the sequence should stop. Set an exit condition by clicking Exit Conditions on the sequence and adding "Contact replied to email".