In this visual guide we are going to create a new Trigger that will check for Proposals that have been signed and have a value greater than $10,000. If that condition is true then the system will start an Action Plan called Priority Planning.

Navigate to the Triggers Tab under Settings.

Enter Trigger Name: for this example we typed "Proposal &gt; 10K"

Triggers apply to only one Contact Type. \
Make sure to select your desired Contact Type to which this Trigger will be applied.

Dev Board
Tickets - 1
Partners
New Feature - 1
QA Release - 4

Choose the Notification that this Trigger will be based on.\
For this example we will choose Proposal Signed.

Select Notification type
Account Paused
Bulk Reassigned
Bulk Released
Call After Hours
Client Export
Client Import
Client Update
Contact Moved
CT Sign
Payment Received
Proposal Open
Proposal Sign
Single Reassigned
Single Released
Text Received
Text Stopped
Webhook Failed

A Trigger can be based solely on the Notification (does not require a Condition).\
However in this case we want this Trigger to have a conditional test to make sure the Deal Size is greater than $10,000. \
To add a Condition click on the + icon to the right of the selected Notification.

A new row will be inserted.\
The first field will allow you to select the Contact's Field Label that will be tested for this Trigger's Condition. For this example we will choose 'Deal Size'.

Select Field
First Name
Last Name
Phone 1
Phone 2
Email
Company Name
Job title
Street Address
City
State
Zip
Created Date
SMS OK
Deal size
Social
Age
Education
Gender
High Net_Worth
Home Owner Status
Household Income
Length of Residence
Marital Status
Market Value
Occupation
Presence of children
Presence of Pets
Anniversary 1
Anniversary 2
Facebook
Linked In
Twitter
Contact Date Last
Contact Date Next
Likelihood %
Close Date
Action Plan
Sales Cycle
Lead Source
Assigned User
Last Contacted Date
Appointment Set
Quoted
Closed
Completed
Rank Ticket
Window Count

Now select the Matching Option... \
Think in you mind, will the Contact's Field value be ...?\
\
Note: Based on the Contact Field selected, the system will show appropriate Matching Options.

Select Matching Option
Exactly =
> Greater than
>= Greater than equal to
< Less than
<= Less than equal to
IS EMPTY
IS NOT EMPTY

Now enter the value. In this case we will enter 10000.\
Notice, we did NOT enter any formatting. We did not enter $10,000.\
We only entered 10000.

This Condition Line now reads: Deal Size Greater Than 10000.\
We could enter more conditions by clicking on the + icon to the right of this line.\
We could remove this condition by clicking the - icon to the right.\
\
For now we are going to move on to the Action to be performed.

The default Action is to initiate an Action Plan.\
So all we have to do is select the desired Action Plan that will be initiated when this Notification is Triggers and this Condition is met.\
\
For our example we will choose Priority Planning.

Tip! Action Plans are designed to go to the Contact, while Texts and Emails are sent to the Account Owner only.

Our new Trigger is added to the List of Triggers.

The Sort Order is important!\
The system will evaluate the Triggers from the top down. Once a match is found the system will take appropriate actions and then stop.\
In the list shown, there are five (5) Triggers checking for Proposal Signed.\
Depending on the Conditions, the system will process either none (0) or one (1) of the 5 options.

Clienttether

ct.clienttether.com

This guide provides step-by-step instructions on how to create a trigger in ClientTether. Triggers can be used to automate actions based on certain conditions. This guide specifically shows how to create a trigger that checks for signed proposals with a value greater than $10,000 and initiates an action plan called Priority Planning. Following this guide will help users effectively set up Triggers in ClientTether to streamline their workflow and automate processes.

How to Create a Trigger (with Conditions) in ClientTether

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