How To Create an Outreach Trigger

Objective

The purpose of this article is to provide direction to Outreach users in creating Triggers in Outreach.

Triggers are an extremely powerful admin feature in Outreach that allow you to automate action in Outreach.

Applies To

Outreach Users

Procedure

Access the Outreach Platform.
Click the user's initials in the bottom left-hand corner of the navigation sidebar.
Click Triggers under the System Config section of the Settings panel.
Click Add.
Input the applicable name for the Trigger.
Select the applicable Trigger owner from the Owner dropdown menu.

Select the applicable event for the trigger to process based on the table below:

Event	Description
Prospect Created	The trigger will process when a net-new Prospect is added to Outreach. Prospects can be added via .CSV file, Salesforce report, a single import, or manual creation. You can specify a time to offset the trigger should process after the Prospect has been created.
Prospect Updated	The trigger will process when a Prospect's record is updated.
Prospect Created or Updated	The trigger will process based on a combination of parameters from both when a Prospect is created and when a Prospect record is updated.
Opportunity Created	The trigger will process when a net-new opportunity is created in Outreach. This can be creation via .CSV file, Salesforce report, a single import, or a manual opportunity creation. You can specify a time to offset the trigger action to a minimum of 1 minute, which will be checked on a recurring 5-minute cadence.
Opportunity Updated	The trigger will process when the opportunity record is updated.
Opportunity Close Date	The trigger will process based on the close date set for the opportunity. You can specify a time to offset the trigger action to a minimum of 1 minute, which will be checked on a recurring 5 minute cadence.
Account Created	The trigger will process when a net new account is created in Outreach. This can be creation through a CSV, Salesforce Report, single Salesforce import, or manual account creation in the Outreach platform.
Account Updated	The trigger will process when an account record is updated.
Account Created or Updated	The trigger will process when characteristics from both "Account Created" and "Account Updated."
Email Delivered	The trigger will process when an email is delivered to a prospect. This includes emails sent from the Outreach platform (one-off, sequence, or bulk emails).
Email Bounced	The trigger will process when an email delivered from Outreach receives a bounce notification. These include emails sent from the Outreach platform (one-off, sequence, or bulk emails).
Call Logged	The trigger will process when a call is logged. This includes inbound and outbound dials.
Meeting Booked	The trigger will process when a meeting is booked and meets all set meeting conditions.
Meeting No-Show	The trigger will process when a meeting is marked as a "no-show" and meeting conditions are met.

Note: The Prospect Created, Opportunity Created, and Opportunity Close Date events provide users with the option to delay when a trigger processes. For more information, refer to the Trigger Offsets section in this article.

Select the applicable target from the Target dropdown menu based on the table below:

Note: The trigger target is the object the trigger actions should apply to and update. This field will update to include any available options depending on the trigger event chosen above.

Target	Description
Prospect	Trigger actions will apply to the Prospect that matches the trigger conditions.
All Prospects (For Opportunity)	Trigger actions will apply to all Prospects on the opportunity that match the trigger conditions.
Primary Prospect	Trigger actions will apply to the primary prospect on the opportunity that matches the trigger conditions.
Prospect Roles	Trigger actions will apply to all Prospects with a specific role on the opportunity that matches the trigger conditions.
Opportunity	Trigger actions will apply to the opportunity that matches the trigger conditions.
All Prospects (For Account)	Trigger conditions will apply to all Prospects in the account that matches the trigger conditions.
Account	Trigger actions will apply to the account that matches trigger conditions.

Click to enable the Trigger only once per target option as applicable.
Note: Enabling the Trigger only once per target option sets the trigger to process once for each target that matches the conditions. The trigger will continue to process when new targets that match the conditions are added.
Add Prospect Conditions as applicable.
Note: Conditions can be applied to Prospects, Accounts, Calls, Meetings, and Opportunities in Outreach depending on the trigger event chosen above. Conditions outlined in the trigger must be met before the trigger fires. Conditions are built from fields that exist on the specific record indicated. Examples prospect conditions include "Title contains VP" or "Opt Out is not false."
Add Account Conditions as applicable.
Note: Conditions can be created to include "any" or "all" conditions, and grouped together as appropriate. Multiple conditions and actions can be added to the trigger settings. Click the word "any" or "all" to switch between these two options.

Add Trigger Actions as outlined in the table below:

Trigger Action	Description
Add Tags	When the trigger conditions are met, add the specified tags to the trigger target.
Remove Tags	When the trigger conditions are met, remove the specified tags from the trigger target.
Add to Sequence	When the trigger conditions are met, add the Prospects to a specific sequence.
Stop Sequences	When the trigger conditions are met, Prospects will be marked as Finished in either All Sequences or Specific Sequences.
Create Tasks	When the trigger conditions are met, create a task. Tasks can include calls, manual emails, meetings, LinkedIn actions, or an SMS task.
Set Field	When the trigger conditions are met, update a specified field with a value or string.

Note: The trigger action is the specific action taken on the trigger target when the trigger event has happened and the prospect/account conditions are met. These will vary depending on the trigger target chosen above.

Click Save.
Return to the Trigger landing page and click to enable the new trigger.

The trigger will perform actions as configured.

Trigger Offsets

Outreach processes trigger actions right away when the offset is set to 0; however, Opportunity Triggers require a small delay since Prospects associated with an Opportunity may need time to be created. These triggers have a minimum offset of 1 minute. Further, all offset triggers are checked on a rolling 5-minute frequency, which means an Opportunity Trigger could perform its action between 1 to 6 minutes after the Event which caused the Trigger to fire.