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Available Triggers

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Quote Sent

The Quote Sent trigger automatically starts the workflow when you send a quote with “Enroll in workflow” enabled.
Quote sending modal with enroll in workflow toggle
How it works:
  1. Send a quote from the quotes page
  2. Toggle “Enroll in workflow” before sending
  3. The 7-step email sequence begins automatically
  4. Emails send at preset intervals over 30 days

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Other Triggers

Additional triggers are in development and not yet available through the user interface.
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