Triggers

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Available Triggers

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Quote Sent Trigger

The primary trigger currently available in Flashquotes is the Quote Sent trigger.

This trigger automatically initiates a workflow when the Send quote action is taken and “Enroll in workflow” is toggled on.

When triggered, the workflow will:

• Begin the automated email sequence
• Schedule follow-up messages according to the Quote follow-up workflow starter template
• Track engagement with the sent emails

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Coming Soon

We’re actively working on expanding our trigger system. Future triggers may include:

• Quote requested
• Quote booked
• Invoice due
• First event start
• Last event end
• And more!

Stay tuned for updates as we continue to enhance the workflow automation capabilities in Flashquotes.

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Best Practices

Even with a single trigger type, you can optimize your workflow usage by:

• Ensuring the “Enroll in workflow” toggle is enabled when needed
• Customizing the workflow template timing and content based on your business needs
• Using the preview feature to verify workflow behavior before sending