Choose a trigger
The trigger is the first card on the canvas. Click it and pick one under Starts when.Quote sent
Doesn’t start on its own. You pick the workflow in the Send Quote modal, or set it as the follow-up for instant quotes. A quote can be in one quote follow-up at a time.Quote created
Starts for every new quote: lead form requests, quotes your team builds, quotes made from your inbox, and copies. Use Only start when → Quote source to narrow it down.Booking created
Starts for every new booking, whether it came from a quote or your team added it. Imported bookings never start workflows. Use Wait until to time emails around the event, like 3 days before the first event starts. It’s the only trigger that can add tasks to events.Building a quote
Runs in the moment a quote is created, so its changes are already on the quote when you or your customer opens it. It can’t send emails or wait. Pair it with a separate email workflow if you need both. See quote steps.Only start when
Limit which quotes or bookings start the workflow. Leave it empty to start every time.- Click the trigger card
- Under Only start when, click Add condition
- Pick a field, an operator, and a value
- With 2 or more conditions, choose whether to match all or any of them
Stop when
End a run early when the customer does something. Available on Quote sent and Quote created.
A stopped run doesn’t send anything else.
Customer replies by email needs a connected Gmail account that can read mail. If you don’t have one, the trigger panel shows Connect Gmail so we can see replies.