Lifecycle Events
React instantly when work changes stage so teams do not need manual status policing.
- Lead -> estimate created
- Estimate approved -> schedule job
- Job completed -> draft invoice
Workflow Step 2
Trigger Events
Detect meaningful business moments and launch the right automation instantly, from approvals and dispatch updates to invoice follow-through.
What improves first
- Faster reaction time to important job changes
- Less manual reminder and status-chasing work
- More consistent handoffs across teams and tools
Event families to activate
Trigger Events turns live operational changes into immediate, reliable actions. Start with event families that remove the most repetitive coordination work.
Customer Communication Events
Automate the right customer message at the right moment with context from live job state.
- Appointment reminder windows
- Technician en route updates
- Post-service review requests
Revenue + Risk Events
Trigger escalation and collection actions before cash flow issues become operational problems.
- Invoice overdue thresholds
- Failed payment retries
- High-value approval lag alerts
Rollout playbook
Focus on predictable events first, then expand to advanced conditional logic as your team confirms outcomes.
1. Select high-impact triggers first
Day 1-2Start with a short list tied to revenue, response times, and customer experience.
2. Define conditions and actions
Day 3-4Set event criteria, guardrails, and outcomes so workflows are deterministic and easy to trust.
3. Monitor and tune live runs
Week 2+Review execution logs and adjust thresholds, recipients, and timing for operational fit.
Quality controls
- Dry-run mode before production dispatch
- Execution logs for every event and action
- Condition guardrails to prevent noisy triggers
- Fallback and retry handling for transient failures
Important dependency
Trigger quality depends on Step 1 data integrity. Clean source-of-truth mappings produce dependable event firing and fewer false positives.
Frequently asked questions
How many triggers should we start with?
Most teams start with 3-5 high-impact triggers, then expand once metrics and reliability are confirmed.
Can we run different actions for different trades?
Yes. Triggers can branch by trade, team, region, customer segment, and workflow stage conditions.
What if a trigger fires at the wrong time?
Execution logs and guardrails make it easy to diagnose, tune, and redeploy without disrupting other flows.
When do we move to Step 3?
Once key triggers are stable, Step 3 helps operationalize AI next-actions to keep jobs advancing automatically.
Continue the workflow
Keep jobs moving with AI next-actions
With Trigger Events in place, Step 3 adds proactive nudges and recommendations so stalled work gets routed before customers feel delays.