Agent Triggers
Configure "When X happens, do Y" automation rules across all your channels
Free to start · No credit card · Live in under 15 minutes
Agent Triggers in three steps
Pick the "when"
A keyword, tag, Flow reply, or bill.
Pick the "then"
Send, tag, assign, write a row.
Leave it running
Every run is logged for you.
Agent Triggers are owner-configurable automation rules that connect your channels, CRM, and integrations. Define conditions (a keyword, a tag, a Tally bill, a WhatsApp Flow response), and attach actions like sending a message, writing to a Google Sheet, or assigning to a team member. No code required.
What changes for your team
Replace Manual Workflows
Automate repetitive tasks that your team currently handles by hand, instantly and reliably.
Multi-System Coordination
A single trigger can send a WhatsApp message, update a Google Sheet, and tag a contact simultaneously.
No Engineering Required
Business owners configure rules through a visual UI, zero code, zero IT dependency.
What you get
- Dynamic condition builder: keyword, tag, contact field, event
- Actions: send message, assign agent, write to Google Sheet, create contact
- Trigger from WhatsApp, Instagram, Facebook, Tally, or Flows
- Chained multi-step rules with delay support
- Per-company rule configuration with enable/disable toggle
- Full audit log of trigger executions
Where it gets used
- Send a WhatsApp follow-up when a lead is tagged "Interested"
- Log every WhatsApp Flow response to Google Sheets
- Trigger a payment reminder when Tally marks a bill as outstanding
- Assign inbound chats to a specific team member by keyword
- Send a welcome sequence when a new contact is created
- Notify the sales team when a high-value lead replies
Set this up today, not next quarter
Start free, or have us walk you through Agent Triggers on your own data.
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