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 the 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.
🆕 Date & Time Field Match ⏰
📌 When it fires: A contact’s date and time field matches a set rule.
✅ Setup:
Choose fields like Birthdate, Signup Date, or Appointment Date
Select execution logic: On, Before, or After the date
Add time: number of hours and number of days
🎉 Use Case: Send an appointment reminder 2 hours before the scheduled time.
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.
9️⃣ Webhook
📌 It fires: When data is received via a webhook (external trigger).
✅ Setup:
Configure webhook URL
Connect external system or form
🎉 Its Use Case can be: Capture leads or trigger automation when a user submits a form or interacts with an external system.
🔟 Google Sheet
📌 When it fires: When a new row is added or an existing row is updated in a connected Google Sheet.
✅ Setup:
Connect your Google account
Select Google Sheet
Select Contact Number Field
🎉 Its Use Case can be: Automatically send WhatsApp promotional messages or follow-ups when new leads are added or updated in the sheet.
✅ 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 personalise your campaigns.
Leverage triggers like Google Sheets & Webhooks for real-time automation
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!