Documentation Index
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- Smart Flow Triggers in Salesmate are events that automatically start a Smart Flow. They act as the starting point for the automation process, allowing you to set up workflows that react when certain Conditions are met, to specific changes or Actions within your CRM Note: In Smart Flows, you can only use one trigger per flow.
Types of Triggers Available within Smart Flows
CRM
- Record Created
- Record Updated
- Record Created or Updated
- Record Deleted
- Tag Added
- Tag Removed
- Deal Stage Match
- Deal Status Match
- Activity Completed
- Added to List
- Removed from List
- Smart Segment
- Note Added
- File Uploaded
- Date Match
- Form Submitted