LeadBox Docs

Appearance

Triggers ​

Triggers let you react to selected events in LeadBox using a limited, rule-based model. They are useful for focused follow-up, but they are intentionally narrower than a broad workflow platform.

What this area is for ​

Use Triggers when you want to respond to a specific event with a small set of controlled actions.

Where to go in the app ​

Go to Outreach -> Triggers.

How triggers work ​

The launch-safe trigger model is built around:

  • an event
  • a match mode
  • flat conditions
  • actions

Recognition cues to look for:

  • Triggers
  • New trigger
  • Trigger view
  • Execution History
  • No executions yet
  • Event
  • Match mode
  • Conditions
  • Actions
  • Flat conditions only, no nested groups.

Available events currently include:

  • Webform submitted
  • Double opt-in confirmed
  • Campaign result changed
  • Lead permission changed
  • Lead stage entered

Available actions currently include:

  • Add tag
  • Move lead stage
  • Set campaign result
  • Start sequence
  • Create note activity
  • Update lead field
  • Send internal notification email

Key limits to understand ​

Triggers do not use nested condition groups at launch.

Update lead field is effectively append-to-notes only in the current surface.

Send internal notification email is tightly constrained and should not be described as a broad outbound email action.

Depending on your workspace role, trigger setup and management actions may be limited. At launch, some of these actions are limited to workspace owners.