> ## Documentation Index
> Fetch the complete documentation index at: https://help.hoopai.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Workflow triggers reference
> Complete reference of every workflow trigger available in HoopAI, organized by category with filters and use cases.
Every workflow starts with a trigger — the event that kicks off the automation. Below is a complete reference of all available triggers, grouped by category.
Some triggers are only available on certain plans. Premium triggers are marked with a star.
***
## Contact triggers
| Trigger | Fires when | Available filters | Common use cases |
| ------------------------ | -------------------------------------------------- | ---------------------------------- | --------------------------------------- |
| **Contact Created** | A new contact is added (manual, import, form, API) | Source, tags, assigned user | Welcome sequence, lead notification |
| **Contact Changed** | A field value on a contact is updated | Specific field, old/new value | Re-engagement when status changes |
| **Contact Tag Added** | A tag is applied to a contact | Tag name | Segment-based nurture campaigns |
| **Contact Tag Removed** | A tag is removed from a contact | Tag name | Exit sequences, update status |
| **Contact DND Updated** | Do-Not-Disturb status changes | Channel (SMS, email, call), on/off | Compliance logging, channel switching |
| **Birthday Reminder** | Contact's birthday field matches today | Days before | Birthday offers, greeting messages |
| **Task Added** | A task is created on a contact | Task type, assigned user | Manager notifications |
| **Task Completed** | A task is marked complete | Task type | Follow-up sequences |
| **Note Added** | A note is added to a contact record | User who added | Internal alerts |
| **Custom Date Reminder** | A custom date field matches a relative date | Days before/after, field name | Renewal reminders, anniversary outreach |
***
## Appointment triggers
| Trigger | Fires when | Available filters | Common use cases |
| ------------------------------ | ---------------------------------------- | ------------------------------ | --------------------------------- |
| **Appointment Booked** | A new appointment is scheduled | Calendar, calendar group, user | Confirmation messages, prep tasks |
| **Appointment Rescheduled** | An appointment time is changed | Calendar | Updated reminders |
| **Appointment Cancelled** | An appointment is cancelled | Calendar, cancellation reason | Win-back sequences |
| **Appointment No-Show** | Contact marked as no-show | Calendar | Re-booking campaigns |
| **Appointment Reminder** | A set time before the appointment | Minutes/hours before | Reminder SMS/email |
| **Appointment Status Changed** | Status changes (confirmed, showed, etc.) | New status | Status-based follow-up |
***
## Pipeline and opportunity triggers
| Trigger | Fires when | Available filters | Common use cases |
| ------------------------------ | ------------------------------------------- | ------------------------------ | ----------------------------------- |
| **Opportunity Created** | A new opportunity is added | Pipeline, stage, source | Sales team notification |
| **Opportunity Stage Changed** | An opportunity moves to a different stage | Pipeline, from stage, to stage | Stage-specific tasks, notifications |
| **Opportunity Status Changed** | Status changes (open, won, lost, abandoned) | Pipeline, new status | Won/lost follow-up |
| **Opportunity Value Changed** | The monetary value is updated | Pipeline | High-value deal alerts |
| **Opportunity Assigned** | Assigned user changes | Pipeline, new user | User-specific onboarding |
| **Stale Opportunity** | No activity for a set number of days | Pipeline, days stale | Re-engagement nudges |
***
## Payment triggers
| Trigger | Fires when | Available filters | Common use cases |
| -------------------------- | --------------------------------- | ----------------- | ------------------------------- |
| **Invoice Created** | A new invoice is generated | Amount range | Internal logging |
| **Invoice Sent** | An invoice is sent to the contact | — | Follow-up reminders |
| **Invoice Paid** | Payment is received on an invoice | Amount, product | Thank-you messages, fulfillment |
| **Invoice Overdue** | Invoice passes its due date | Days overdue | Payment reminders |
| **Payment Received** | Any payment is processed | Amount, source | Receipts, onboarding |
| **Subscription Created** | A recurring subscription begins | Product | Welcome drip |
| **Subscription Cancelled** | A subscription is cancelled | Product | Win-back campaign |
| **Order Placed** | An order is submitted | Product, amount | Fulfillment workflow |
| **Order Form Submission** | An order form is completed | Form name | Upsell sequences |
***
## Form and survey triggers
| Trigger | Fires when | Available filters | Common use cases |
| ------------------------ | --------------------------------------- | ---------------------- | ------------------------ |
| **Form Submitted** | A form is filled out and submitted | Form name | Lead capture follow-up |
| **Survey Submitted** | A survey response is submitted | Survey name | Feedback-based routing |
| **Quiz Completed** | A quiz is finished | Quiz name, score range | Score-based segmentation |
| **Order Form Submitted** | An order form with payment is submitted | Form name | Purchase confirmation |
***
## Communication triggers
| Trigger | Fires when | Available filters | Common use cases |
| ------------------------------------ | ----------------------------------- | ---------------------------------------------- | -------------------------- |
| **Call Status Changed** | A call ends with a specific status | Status (completed, busy, no-answer, voicemail) | Missed call text-back |
| **SMS Received** | An inbound SMS is received | Contains keyword, phone number | Keyword opt-in, auto-reply |
| **Email Opened** | A contact opens an email | Email campaign | Engagement scoring |
| **Email Clicked** | A contact clicks a link in an email | Link URL, campaign | Interest-based follow-up |
| **Email Replied** | A contact replies to an email | — | Sales notification |
| **Email Bounced** | An email hard/soft bounces | Bounce type | List cleanup |
| **Email Unsubscribed** | A contact unsubscribes | — | Compliance logging |
| **Facebook Message Received** | A message arrives via Facebook | Page | Social lead capture |
| **Instagram Message Received** | A message arrives via Instagram DM | — | Social engagement |
| **Google Business Message Received** | A GBP message is received | — | Local lead follow-up |
| **Live Chat Message** | A webchat message is received | Widget | Chat-to-SMS handoff |
| **WhatsApp Message Received** | An inbound WhatsApp message arrives | — | WhatsApp nurture |
| **Voicemail Received** | A voicemail is left | Phone number | Voicemail follow-up |
***
## Membership and course triggers
| Trigger | Fires when | Available filters | Common use cases |
| -------------------------- | ------------------------------- | ----------------- | ---------------------- |
| **Course Started** | A student begins a course | Course name | Welcome message |
| **Lesson Completed** | A student finishes a lesson | Course, lesson | Progress encouragement |
| **Course Completed** | A student finishes all lessons | Course name | Certificate delivery |
| **Membership Granted** | Access is given to a membership | Offer | Onboarding drip |
| **Membership Revoked** | Access is removed | Offer | Win-back |
| **Community Post Created** | A member posts in a community | Group | Moderation alerts |
***
## Custom and advanced triggers
| Trigger | Fires when | Available filters | Common use cases |
| ---------------------------- | ------------------------------------------------ | ------------------------ | --------------------------- |
| **Trigger Link Clicked** | A contact clicks a trigger link | Link name | Click-based branching |
| **Manual Action Completed** | A user completes a manual action step | Action name | Human-in-the-loop workflows |
| **Inbound Webhook** | An external system sends data to the webhook URL | — | Third-party integrations |
| **Customer Replied** | A contact replies via any channel | Channel type | Conversation routing |
| **Contact Engagement Score** | Score crosses a threshold | Above/below, score value | Hot lead alerts |
| **Custom Field Changed** | A specific custom field is updated | Field name, new value | Data-driven automation |
| **Recurring Date** | Fires on a schedule (daily, weekly, monthly) | Day/time | Recurring tasks, reminders |
***
## Tips for choosing triggers
Instead of triggering on "Contact Changed" for everything, use purpose-built triggers like "Opportunity Stage Changed" or "Tag Added" — they give you better filters and fewer false fires.
Most triggers let you filter by specific values. Always set filters so your workflow only runs for the right contacts — for example, filtering "Form Submitted" to a specific form.
By default, a contact can only be enrolled in a workflow once. If you need re-enrollment, enable it in the workflow's enrollment settings. See [Enrollment settings](/automation/enrollment-settings).