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Overview

By using Triggers to initiate workflows and Actions to execute tasks, users can automate customer interactions, data management, and follow-ups. With the AVA Voice AI platform integrated into GHL, you can leverage Triggers and Actions to create dynamic, AI-powered workflows that enhance customer engagement without increasing manual workload.

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Details

In GHL workflows, Triggers are the starting points that initiate a workflow, while Actions are the tasks executed in response to those Triggers. Together, they form a powerful automation engine that helps businesses optimize their customer journeys.

Let’s break down how Triggers and Actions work in both GHL and the AVA Voice AI platform.

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What Are Triggers?

A Triggers is an event that sets a workflow into motion. Think of it as the “if” part of an automation: If something happens, then do something . Triggers ensure that workflows respond to real-time events, allowing processes to start exactly when they’re needed.

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Examples of Common GHL Triggers:

• Form Submitted: When a customer fills out a form on your website.
• Appointment Booked: When a customer books an appointment through your calendar.
• Contact Replied: When a contact responds to an email or text message.

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AVA-Specific Trigger: Contact Called

With AVA Voice AI, you can use the Contact Called Triggers in GHL to initiate workflows based on call outcomes.

Example Workflow:

1. Trigger: Contact Called by an AI agent.
2. Filter: Only proceed if the call status is Meeting Booked.
3. Action: Send a follow-up email or text to confirm the meeting.

Triggers are essential for creating real-time automations that respond to customer actions without manual intervention.

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What Are Actions?

An Action is the task that a workflow performs in response to a Trigger. Think of it as the “then” part of an automation: If something happens, then do this . Actions complete the workflow by performing the tasks required to move the process forward.

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Examples of Common GHL Actions:

• Send Email: Automatically send an email to a contact.
• Update Contact Details: Modify or enrich contact records in your CRM.
• Assign Lead: Route a lead to a specific team member for follow-up.

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AVA-Specific Action: Dynamic Outbound Call

In GHL workflows, you can add AVA Voice AI - Dynamic Outbound Call as an Action to initiate automated outbound calls based on workflow Triggers.

Example Workflow:

1. Trigger: Form Submitted by a contact.
2. Action: Dynamic Outbound Call by an AI agent to follow up with the contact.
3. Follow-Up Actions: Update the contact record with call details and Trigger a nurture sequence based on the call outcome.

Actions are critical to automating repetitive tasks, ensuring that customers receive timely follow-ups and that your business operations run smoothly.

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How Triggers & Actions Work Together in GHL

Triggers and Actions form the backbone of workflow automation in GHL. Here’s a simple breakdown of how they work together:

This combination allows businesses to automate customer journeys, ensuring timely and personalized interactions without manual effort.

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AVA Voice AI as a Trigger & Action

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Using AVA as a Trigger

AVA can be used as a Trigger in GHL to initiate workflows based on call outcomes.

• Follow-Up Campaigns: Send follow-up emails or texts after a call based on call status (e.g., Meeting Booked, Callback).
• Segmentation and Tagging: Add tags or categorize contacts based on call sentiment or summary.

Example Workflow:

1. Trigger: Contact Called.
2. Filter: Only calls with the status Meeting Booked.
3. Action: Send a personalized email to the contact confirming the meeting.

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Using AVA as an Action

AVA can be set up as an Action in GHL workflows to automate tasks like outbound calls and data capture.

• Dynamic Outbound Calls: Automatically call leads who complete forms or meet predefined criteria.
• Data Capture: Collect call summaries and sentiment analysis to enrich contact records in GHL.

Example Workflow:

1. Trigger: Form Submitted by a contact.
2. Action: Dynamic Outbound Call by an AI agent.
3. Follow-Up Action: Update the contact record with call details.

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FAQs & Troubleshooting

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General Questions

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Configuration Questions

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Advanced Questions

For additional questions or guidance, try using our Virtual Support Agent! Available 24/7 to help resolve most issues quickly at thinkrr.ai/support.

If you still need assistance, visit our support site at help.thinkrr.ai and submit a Ticket or contact our team directly at hello@thinkrr.ai.