Make.com: built in TimelinesAI triggers
Each TimelinesAI trigger in Make.com can be harnessed to automate key aspects of your communication workflow. Whether it’s tracking new client interactions, managing project-based chat renaming, or automatically logging messages, these triggers provide significant opportunities to enhance your messaging efficiency. By understanding how to use each trigger, you can optimize your processes and focus on high-priority tasks while ensuring nothing falls through the cracks. Let’s dive into the built in triggers available and how they can be used to streamline your communication workflows.
Watch Renamed Chat
Trigger description: This trigger activates when a chat is renamed. It’s useful when you want to track changes to chat names, perhaps for organizational purposes or specific client interactions.
Use case: Imagine a scenario where your team renames chats based on different project phases. You can set up an automation that logs each renaming event to a Google Sheet or notifies a manager when a chat's name is changed, ensuring everyone stays updated on the project's status.
Watch New Incoming Chat
Trigger description: This trigger is activated when a new chat is initiated by an incoming message. This trigger is essential for reacting to new clients or conversations in real time.
Use case: This could be useful for customer support teams. When a potential customer starts a new chat by sending a message, the system could automatically create a new record in a CRM or assign the chat to the appropriate team member for follow-up.
Watch New Received Message
Trigger description: This trigger fires every time a new message is received in an ongoing chat. It ensures you can automate responses or processes based on any incoming messages.
Use case: For a customer service team, you could create an automation that monitors all incoming messages and, based on keywords or specific phrases, escalates certain conversations to senior support or automatically replies with predefined responses.
Watch New Chat
Trigger description: This trigger is activated when a new chat is started by sending a message. Unlike the "Watch New Incoming Chat" trigger, this one focuses on chats initiated by your team.
Use case: If your sales team starts a new chat with a lead, this trigger can log the chat details in a sales pipeline tool, ensuring proper follow-up and tracking. You can also use this trigger to kick off workflows that send follow-up emails or reminders based on the initial conversation.
Watch New Sent Message
Trigger description: This trigger activates when a new message is sent in a chat. This can help track communication performance or ensure that outgoing messages are properly logged.
Use case: For marketing campaigns, you can set up this trigger to monitor when specific promotional messages are sent to clients. If certain clients receive a new campaign message, it could automatically update a marketing database, making it easy to track engagement and response rates.
Create a new scenario at Make.com or edit the existing one
Create a new triggering module. In Make , triggering module is always the first one in the flow.
Find TimelinesAI for WhatsApp as app for your new module
Select the desired triggering event. In this example we will use Watch new incoming chat
Choose existing webhook ( if any) or create a new webhook for selected event to establish the connection. You can find details about this step in this article https://help.timelines.ai/en/article/makecom-establishing-the-connection-vbdoi0/
Save the connection and click OK . Successfully created module will not have any warning signs or notification on top of the module's icon.
Run the module to make sure it works. You can find details about this step in this article https://help.timelines.ai/en/article/makecom-testing-timelinesai-modules-a0v8ah/
Continue the flow by adding other desired modules. Example: create a deal in your CRM, notify via email or send a welcome message in response to received incoming chat
Watch Renamed Chat
Trigger description: This trigger activates when a chat is renamed. It’s useful when you want to track changes to chat names, perhaps for organizational purposes or specific client interactions.
Use case: Imagine a scenario where your team renames chats based on different project phases. You can set up an automation that logs each renaming event to a Google Sheet or notifies a manager when a chat's name is changed, ensuring everyone stays updated on the project's status.
Watch New Incoming Chat
Trigger description: This trigger is activated when a new chat is initiated by an incoming message. This trigger is essential for reacting to new clients or conversations in real time.
Use case: This could be useful for customer support teams. When a potential customer starts a new chat by sending a message, the system could automatically create a new record in a CRM or assign the chat to the appropriate team member for follow-up.
Watch New Received Message
Trigger description: This trigger fires every time a new message is received in an ongoing chat. It ensures you can automate responses or processes based on any incoming messages.
Use case: For a customer service team, you could create an automation that monitors all incoming messages and, based on keywords or specific phrases, escalates certain conversations to senior support or automatically replies with predefined responses.
Watch New Chat
Trigger description: This trigger is activated when a new chat is started by sending a message. Unlike the "Watch New Incoming Chat" trigger, this one focuses on chats initiated by your team.
Use case: If your sales team starts a new chat with a lead, this trigger can log the chat details in a sales pipeline tool, ensuring proper follow-up and tracking. You can also use this trigger to kick off workflows that send follow-up emails or reminders based on the initial conversation.
Watch New Sent Message
Trigger description: This trigger activates when a new message is sent in a chat. This can help track communication performance or ensure that outgoing messages are properly logged.
Use case: For marketing campaigns, you can set up this trigger to monitor when specific promotional messages are sent to clients. If certain clients receive a new campaign message, it could automatically update a marketing database, making it easy to track engagement and response rates.
Example
Create a new scenario at Make.com or edit the existing one
Create a new triggering module. In Make , triggering module is always the first one in the flow.
Find TimelinesAI for WhatsApp as app for your new module
Select the desired triggering event. In this example we will use Watch new incoming chat
Choose existing webhook ( if any) or create a new webhook for selected event to establish the connection. You can find details about this step in this article https://help.timelines.ai/en/article/makecom-establishing-the-connection-vbdoi0/
Save the connection and click OK . Successfully created module will not have any warning signs or notification on top of the module's icon.
Run the module to make sure it works. You can find details about this step in this article https://help.timelines.ai/en/article/makecom-testing-timelinesai-modules-a0v8ah/
Continue the flow by adding other desired modules. Example: create a deal in your CRM, notify via email or send a welcome message in response to received incoming chat
Updated on: 28/10/2024
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