Understanding automation triggers

Last updated: March 18, 2025

Overview

Automation triggers tell automations when to start. This guide provides an overview of standard and integration-specific automation triggers.

For information on how to set up an automation trigger, see How to configure an automation trigger.

For information on how to change an automation's trigger once it is set, see How to change an automation's trigger.


Standard automation triggers

The table below briefly describes the action required to start an automation.

Trigger

Trigger Description

Subscribes to a List

Contacts subscribe to at least one of the specified list. Using the "any" option will start the automation for contacts when they subscribe to any List in your Sendlane account.

Submits a Form

Contacts submit at least one of the specified forms.

Tag Added / Tag Removed

A specified Tag is added or removed from a contact's profile.

Event Triggered

Contacts visit a page on your website that has Beacon/Event Tracking enabled.

Custom Field Added

A specified Custom Field is populated or updated in a contact's profile via a form or integration.

Email Campaign Opened*

Contacts open a specified Campaign email.

Email Campaign Clicked

Contacts click any link in a specified Campaign email.

Another Automation

Contacts reach the end of a specified automation.

SMS Campaign Clicked

Contacts click a tracking link in an SMS message.

SMS Consent Received

Contacts provide consent to receive SMS messages.

SMS Reply

Contacts reply to an SMS Campaign message.


Integration automation triggers

The following integrations enable automation triggers specific to the integration:


Shopify

See Understanding automation triggers for Shopify.


BigCommerce

See Understanding automation triggers for BigCommerce.


Recharge

Trigger

Trigger Description

Subscription Created

Subscription has been created

Subscription Activated

Subscription has been activated

Subscription Cancelled

Subscription has been cancelled

Subscription Expired

Subscription has expired

Subscription Renewed

Subscription has been renewed

Upcoming Subscription Renewal

Subscription will renew within a specified period of time


Custom Integration eCommerce

Trigger

Trigger Description

Product Purchased

Customer purchased the specified product(s)

Product Viewed

Customer viewed the specified product(s)

Abandoned Product Viewed

Customer viewed the specified product(s) and did not purchase after a specified period of time

Order Placed

An order has been placed (includes options to drill down by order status and/or order frequency)

Added to Cart

Customer added the specified product(s) to their cart

Checkout Started

Customer began the checkout process

Abandoned Checkout

Customer began the checkout process but did not complete it before a specified period of time passed

Customer Created

A new customer has been created in the specified store

Custom Event

Parameters for a custom event were met