A 'trigger' in Reply refers to an event or condition that automatically initiates a subsequent action. For example, when new contacts are added, they are automatically assigned a specific contact stage."

Reply offers a diverse range of triggers to streamline various processes:

To view or edit predefined triggers, navigate to the Settings → Triggers page. Here, you can view as well as customize these triggers according to your business needs.

To enable or disable the predefined trigger, click on the radio button in front of it. Active triggers are marked with green radio buttons; inactive ones are marked with gray buttons.

You can also duplicate or delete the predefined trigger by clicking on the three dots in the grid and then selecting the needed action.

When you click on the trigger, the page for the trigger will be shown so you can edit the trigger, change the name, add or change conditions, or create new actions.

Please note. You can click New trigger to create a new trigger instead of editing a predefined trigger. Here's a detailed article on how to work with triggers.

Predefined triggers are configured to update some of the basic contact and account records or to perform specific actions based on predefined conditions.

Below, you will find detailed descriptions of all available predefined triggers, outlining the specific conditions that initiate the subsequent automated changes to the contact and account stages: