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A trigger listens for an event in a connected app and adds a contact to your agent, or archives one, when that event happens. Use triggers to call new leads within minutes of sign-up, or to stop outreach when a deal closes, without CSV uploads or API code.

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Before you start

  • Connect the app in the App Center. Only connected apps that offer triggers appear in the list.
  • Make sure the app has at least one record of the kind the trigger watches (for example, one HubSpot contact). Callers needs a sample to show you the fields.
  • Know which variables your agent’s script uses. You map each one to a field from the app.

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Trigger types

Some triggers are marked Coming Soon and can’t be selected yet. Both types are configured the same way.
Shopify Triggers list where New Abandoned Checkout is labeled Scheduled and the other triggers are labeled Instant

Instant and scheduled labels in the trigger list

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Set up a trigger

The example below uses HubSpot’s New Contact trigger. Other apps work the same way.
1

Open the Triggers node

Open your agent, go to the workflow, and click Triggers, the first node in the flow.
Agent workflow with the Triggers node

The Triggers node starts the agent workflow

2

Choose the app and event

Pick a connected app, then the trigger to listen to, for example New Contact.
HubSpot Triggers list with New Contact, New Company, New Deal Property Change, and other scheduled triggers

Choosing a trigger from a connected app

3

Choose what the trigger does

Select Add Contact to add a contact to the agent, or Archive Contact to archive the matching contact. Archive matches on phone number, so you only map Phone number.
4

Select the connection and load test data

In Select connection, choose the app connection (or Create connection). Then click Load Test Data to fetch a sample record. The response panel shows every field the trigger returns.
HubSpot New Contact trigger editor with Add Contact selected, the HubSpot connection chosen, and a Load Test Data button in the top-right corner

Loading sample data

5

Map fields to variables

For each contact variable, click Choose and pick the matching field from the sample. Map the phone number field for every trigger.
Variable mapping screen

Mapping app fields to contact variables

6

Save

Click Done, then save the agent. The trigger appears on the Triggers node.
Trigger Connected screen with Name, Phone number, and Contact id mapped to HubSpot fields and the Done button highlighted

Click Done once the fields are mapped

Phone numbers must be in E.164 format: a plus sign, the country code, and the number, for example +14155552671. Records without a valid number can’t be added. If your app stores local numbers, format them in the app or route the event through Zapier to reformat it first.

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What happens after setup

  • Add Contact triggers create a contact in the agent with the mapped variables. Instant triggers add it right away. Scheduled triggers add new records at the next check.
  • The agent contacts new people according to its availability and retry settings. For outbound voice, calls only go out during working hours, and the agent must be running.
  • Archive Contact triggers archive the contact with the matching phone number, which stops further attempts.

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Tips

  • Map every required variable. If a required variable is empty, the agent can’t use it in the script. Add a fallback in the app or make the variable optional.
  • Use separate agents per source when different sources need different scripts. Each agent has its own triggers.
  • Pair add and archive. For example, add contacts on “New Deal” and archive them on “Updated Deal Stage” when the deal is won, so the agent stops calling closed deals.

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Troubleshooting

Only connected apps that offer triggers are listed. Connect the app in the App Center first. Many apps only provide actions.
Create at least one matching record in the app (for example, a contact) and try again. Check that the selected connection has access to that data.
For scheduled triggers, wait a few minutes after the event. Then check that the agent was saved after you added the trigger, and that the phone number field is mapped and in E.164 format.
Check that the agent is running, that it’s within the agent’s working hours, and that the contact isn’t on your Do Not Call list.

App Center

Connect the apps that provide triggers.

Uploading contacts

Other ways to add contacts: CSV, manual entry, and the API.

Variables

The variables you map trigger fields into.

HubSpot

HubSpot triggers and actions.