Triggers & Actions
Every automation is a trigger followed by one or more actions. This page lists what is available and which plan each belongs to. Anything marked Pro shows a lock icon in Free and unlocks with a license.
Free triggers
Section titled “Free triggers”These triggers are available on the Free plan.
| Trigger | Fires when |
|---|---|
| Contact created | A new contact is added |
| Tag added | A tag is applied to a contact |
| Added to list | A contact joins a list |
| Status changed | A contact’s status changes |
| WordPress user registered | A new WordPress user account is created |
| PrimoCRM form submitted | One of your PrimoCRM forms is submitted |
| Contact Form 7 submitted | A Contact Form 7 form is submitted |
| WPForms submitted | A WPForms form is submitted |
| Fluent Forms submitted | A Fluent Forms form is submitted |
| WooCommerce order created | A WooCommerce order is placed |
| SureCart purchase completed | A SureCart purchase completes |
| Easy Digital Downloads purchase complete | An EDD purchase completes |
Free actions
Section titled “Free actions”These actions are available on the Free plan.
| Action | Does |
|---|---|
| Send email | Delivers a one-off email in the flow |
| Add note | Records a note on the contact |
| Add tag | Applies a tag |
| Remove tag | Removes a tag |
| Add to list | Adds the contact to a list |
| Remove from list | Removes the contact from a list |
| Change status | Sets the contact’s status |
| Wait | Pauses the flow for a set delay before the next step |
| End automation | Stops the flow for that contact |
With just these, you can build the core loop: form submit, then wait, then send a welcome email, then add a tag.
Pro triggers
Section titled “Pro triggers”Pro adds a large catalog of deeper integration triggers across e-commerce, learning management, forms, and email engagement. Categories include:
- WooCommerce: subscription started, changed, or cancelled; order refunded; specific product or category purchased; and more.
- WooCommerce Subscriptions: renewal, status changes, and lifecycle events.
- Learning management (LMS): course enrolled, lesson or course completed, and quiz events.
- Easy Digital Downloads and SureCart: refunds, subscription events, and product-specific purchases.
- Email engagement: campaign opened, link clicked.
- PrimoCRM and WordPress: additional contact and site lifecycle events.
Pro actions
Section titled “Pro actions”Pro adds power actions that go beyond basic email and tagging:
| Action | Does |
|---|---|
| If/Else condition | Branches the flow on a condition. See Conditions and Branching |
| Outgoing webhook | Sends a POST request to an external URL. See API and Webhooks |
| AI action | Runs an AI prompt and stores the result on the contact. See AI Actions |
| Add to sequence | Enrolls the contact in a sequence |
| Remove from sequence | Removes the contact from a sequence |
| Provision or update a WordPress user | Creates or updates a linked user account |
Steps every flow can use
Section titled “Steps every flow can use”- Wait inserts a delay measured from when the contact reaches that step.
- End automation stops processing for that contact.
- If/Else (Pro) splits the path based on a condition.