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Predefined Triggers for Assigning Contact & Account Stages
Predefined Triggers for Assigning Contact & Account Stages

Learn how predefined triggers function in automating the assignment of account and contact stages

Reply Team avatar
Written by Reply Team
Updated over a week ago

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:

  1. Triggers can be set up manually, allowing you to define specific events, conditions, and actions according to your unique requirements.

  2. Predefined triggers. Developed by Reply, these triggers operate automatically, facilitating the assignment of account and contact stages. Utilizing these triggers can prevent the necessity of creating new ones from scratch.

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.

Manage Predefined Triggers

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.

Detailed Descriptions of Predefined 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:

Trigger Condition


Conditional Parameter


Resultant Action


Contact created

Set contact stage => New

Email was sent

Set contact stage => Engaging

Contact replied for sequence email

Set contact stage => Replied

Inbox category set for reply

Inbox category equals interested

Set contact stage => Interested

Inbox category set for reply

Inbox category equals not interested

Set contact stage => Not interested

Contact opted out

Set contact stage => Do not contact

Email was bounced

Set contact stage => Bad contact info

Account was created

Set account stage => New

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