Use Triggers in Automation Journey – Geta.ai

Triggers are the starting point of every automation journey in Geta.ai. They detect specific events or data updates and automatically set your workflows in motion. Whether it's a user signing up, a contact being updated, or a date hitting the calendar — triggers help you respond instantly, without lifting a finger.

🚀 What Is a Trigger in Geta.ai?

A Trigger is an event-based rule that begins an automation journey. Once a contact meets the defined criteria, the workflow starts — activating conditions and actions you've set.

Think of triggers as the "if this happens" part of your automation logic.

🔍 Where to Find Triggers

Navigate to the Automation module from the sidebar.
Click Create Automation or edit an existing journey.
The first block in every journey is Trigger — click to choose your trigger type.

🔁 Types of Triggers You Can Use

1️⃣ Contact Created

📌 When it fires: A new contact is added to your system.
✅ Use Case: Send a welcome email or WhatsApp message immediately after signup.

2️⃣ Contact Updated

📌 When it fires: Any field in a contact profile changes.
✅ Use Case: If a contact updates their job title, start a journey with personalized recommendations.

3️⃣ Added to List

📌 When it fires: A contact is added to a specific marketing list.
✅ Use Case: Automatically send demo instructions when someone joins the “Product Demo” list.

4️⃣ Removed from List

📌 When it fires: A contact is removed from a list.
✅ Use Case: If a user unsubscribes, trigger a survey or feedback form.

5️⃣ Contact Field Match

📌 When it fires: A specific contact field reaches a defined value.
✅ Use Case: When a lead score hits 90, notify the sales team to follow up.

6️⃣ Added to Segment

📌 When it fires: A contact enters a dynamic segment.
✅ Use Case: Add someone to a “High-Value Customers” segment → trigger a loyalty campaign.

7️⃣ Date Field Match 🗓️

📌 When it fires: A contact’s date field matches a set rule.
✅ Setup:

Choose fields like Birthdate, Signup Date, or Anniversary
Select execution cycle: Once or Yearly
Choose logic: On, Before, or After the date
Add time and number of days

🎉 Use Case: Send a birthday offer 2 days before the birthday at 10 AM every year.

8️⃣ Date & Time Schedule Trigger ⏰

📌 When it fires: At an exact date and time you set.
✅ Use Case: Schedule a product launch campaign for a fixed date like May 1, 2025, 9 AM.

✅ Why You Should Use Triggers

Triggers let you:

Automate repetitive tasks
Send messages at the right moment
Tailor communication to user actions
Save time and scale your engagement

🧠 Pro Tips

Combine Triggers + Conditions + Actions for intelligent workflows.
Use Field Match and Date Field Match to personalize your campaigns.
Always test your automation journeys before going live.

🔨 Ready to Build Your First Trigger?

Go to the Automation Module in your Geta.ai dashboard.
Click Create Automation.
Choose a Trigger that matches your goal.
Add Conditions and Actions to complete your journey.

💡 And just like that, your journey is live — engaging users automatically, 24/7!