5 min

Every Expedify trigger, and when to reach for it

All twenty trigger types, grouped by the six questions they answer, each pointing at the lesson that builds with it. A reference, not a lesson.

Expedify ships twenty trigger types. This page names all of them, in the order you are likely to need them, and says nothing else — it exists so you can stop wondering whether the thing you want already exists. It almost always does.

If you are learning rather than looking something up, start with Triggers: the five ways a workflow starts. Five of these twenty cover almost every workflow, and that lesson builds with them.

Twenty is a lot to hold in your head, and you do not have to. They answer six questions between them:

A record in your CRM changed

Trigger	Fires when	Reach for it when
Database Change Trigger	a row is created, updated or deleted in contacts, companies, deals, tasks, notes, payments or calls	the event you care about is a record changing — this is the one you will use most
Segment Trigger	a contact enters or leaves a saved segment	you think in audiences rather than columns — “when someone becomes a warm lead”
KB Document Trigger	a knowledge base document is added or changed	something downstream has to be rebuilt or re-checked when your content moves

Database Change Trigger

Fires when: a row is created, updated or deleted in contacts, companies, deals, tasks, notes, payments or calls
Reach for it when: the event you care about is a record changing — this is the one you will use most

Segment Trigger

Fires when: a contact enters or leaves a saved segment
Reach for it when: you think in audiences rather than columns — “when someone becomes a warm lead”

KB Document Trigger

Fires when: a knowledge base document is added or changed
Reach for it when: something downstream has to be rebuilt or re-checked when your content moves

Someone contacted you

Trigger	Fires when	Reach for it when
User Message Trigger	a person sends a message to your web chat	you are building a chatbot or an assistant
WhatsApp Context Input	a WhatsApp message arrives in a live conversation	the workflow is a reply inside an ongoing WhatsApp chat
WhatsApp Flow Response	someone submits a WhatsApp Flow form	you collected structured answers inside WhatsApp
Voice Inbound Trigger	someone calls one of your numbers	you are answering the phone with an agent
Voice Message Trigger	a voice message is received	the caller left something rather than waited
Voice Input / Audio-to-Text	audio arrives and needs transcribing before anything else can read it	the workflow's first problem is turning speech into text

User Message Trigger

Fires when: a person sends a message to your web chat
Reach for it when: you are building a chatbot or an assistant

WhatsApp Context Input

Fires when: a WhatsApp message arrives in a live conversation
Reach for it when: the workflow is a reply inside an ongoing WhatsApp chat

WhatsApp Flow Response

Fires when: someone submits a WhatsApp Flow form
Reach for it when: you collected structured answers inside WhatsApp

Voice Inbound Trigger

Fires when: someone calls one of your numbers
Reach for it when: you are answering the phone with an agent

Voice Message Trigger

Fires when: a voice message is received
Reach for it when: the caller left something rather than waited

Voice Input / Audio-to-Text

Fires when: audio arrives and needs transcribing before anything else can read it
Reach for it when: the workflow's first problem is turning speech into text

Another system has news

Trigger	Fires when	Reach for it when
Webhook Trigger	another system sends you an HTTP request	the other system can call a URL — the general-purpose answer, and the one to reach for when nothing more specific fits
Google Sheets Trigger	a row changes in a Google Sheet	a spreadsheet is still where the work actually happens
Zoho CRM Trigger	a record changes in Zoho CRM	you are syncing with Zoho
Zoho Sheet Trigger	a row changes in a Zoho Sheet	as above, on Zoho's spreadsheet
Calendly Trigger	a Calendly booking is made or cancelled	meetings are booked through Calendly
Google Calendar Trigger	an event is created, changed or cancelled	the calendar is the source of truth for what happens next
Microsoft Calendar Trigger	the same, on Outlook / Microsoft 365	your team lives in Microsoft rather than Google

Webhook Trigger

Fires when: another system sends you an HTTP request
Reach for it when: the other system can call a URL — the general-purpose answer, and the one to reach for when nothing more specific fits

Google Sheets Trigger

Fires when: a row changes in a Google Sheet
Reach for it when: a spreadsheet is still where the work actually happens

Zoho CRM Trigger

Fires when: a record changes in Zoho CRM
Reach for it when: you are syncing with Zoho

Zoho Sheet Trigger

Fires when: a row changes in a Zoho Sheet
Reach for it when: as above, on Zoho's spreadsheet

Calendly Trigger

Fires when: a Calendly booking is made or cancelled
Reach for it when: meetings are booked through Calendly

Google Calendar Trigger

Fires when: an event is created, changed or cancelled
Reach for it when: the calendar is the source of truth for what happens next

Microsoft Calendar Trigger

Fires when: the same, on Outlook / Microsoft 365
Reach for it when: your team lives in Microsoft rather than Google

A clock said so

Trigger	Fires when	Reach for it when
Scheduler	a time you set — daily, weekly, monthly, an interval, or a cron expression	the job genuinely belongs to a clock: a nightly import, a Monday digest
Due Time Trigger	a moment measured from a date on a record — three days before a renewal, an hour after a booking	the timing is relative to each record, not to the wall clock. This is the one people reach for a Scheduler for, and shouldn't

Scheduler

Fires when: a time you set — daily, weekly, monthly, an interval, or a cron expression
Reach for it when: the job genuinely belongs to a clock: a nightly import, a Monday digest

Due Time Trigger

Fires when: a moment measured from a date on a record — three days before a renewal, an hour after a booking
Reach for it when: the timing is relative to each record, not to the wall clock. This is the one people reach for a Scheduler for, and shouldn't

A person pressed a button

Trigger	Fires when	Reach for it when
Click Trigger	someone clicks a button you placed on a CRM record	a human should choose, one record at a time — “summarise this contact”, “call this lead now”

Click Trigger

Fires when: someone clicks a button you placed on a CRM record
Reach for it when: a human should choose, one record at a time — “summarise this contact”, “call this lead now”

A contact engaged with something you sent

Trigger	Fires when	Reach for it when
Campaign Activity Trigger	a contact opens, clicks, replies to or bounces from a campaign	the follow-up depends on what they did with the last message. This is the only one of the twenty that is genuinely its own shape

Campaign Activity Trigger

Fires when: a contact opens, clicks, replies to or bounces from a campaign
Reach for it when: the follow-up depends on what they did with the last message. This is the only one of the twenty that is genuinely its own shape

Where these are taught

Naming a trigger is not the same as being able to use one. Five of the twenty are built with in Your First AI Agent; the rest appear in the lesson that has a reason to use them — calendar triggers where a meeting gets booked, Due Time where a reminder goes out, the voice and WhatsApp triggers in the channels module. If you are here to learn one, follow it to its lesson rather than reading its row twice.

Try this in Expedify →

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