Suretriggers: built in TimelinesAI triggers
TimelinesAI seamlessly integrates with SureTriggers, allowing users to automate workflows based on specific events in TimelinesAI. This article highlights the available triggers in the SureTriggers platform that can be utilized with TimelinesAI.
New Message
Trigger Description:
This trigger activates whenever a new message is sent or received in an ongoing chat, allowing you to automate workflows or responses based on real-time message activity.
Use Case:
For customer support teams, this trigger can be used to monitor all message exchanges. It enables automations such as identifying keywords or phrases to escalate conversations to senior staff or sending predefined replies to streamline communication.
New Incoming Message
Trigger description: This trigger activates whenever a new message is received in an ongoing conversation. It enables seamless automation of actions or workflows in response to incoming messages.
Use case: In a customer service environment, this can drive automations that review incoming messages for particular terms or patterns, routing urgent inquiries to specialized teams or triggering automatic responses to enhance efficiency and ensure timely assistance.
New Outgoing Message
Trigger description: This trigger is initiated whenever a new message is sent within a chat. It enables monitoring and logging of outbound communications to enhance oversight and efficiency.
Use case: In marketing campaigns, this trigger can be configured to track the dispatch of promotional messages to clients. For instance, when a new campaign message is sent, it can automatically update a marketing database, facilitating streamlined tracking of engagement metrics and response trends.
New Chat
Trigger description: This trigger is activated whenever a new direct or group chat is initiated with the first message, enabling efficient tracking and workflow automation.
Use case: For a sales team, this trigger can automatically record the details of newly initiated chats in a sales pipeline tool, ensuring leads are properly tracked and followed up. Additionally, it can launch workflows to send follow-up emails or schedule reminders based on the initial interaction.
New Incoming Chat
Trigger description: This trigger activates when a new conversation begins with an incoming message, enabling prompt responses to new clients or inquiries.
Use case: Ideal for customer support teams, this trigger can automatically create a new record in a CRM when a potential customer initiates a chat. It can also assign the conversation to the appropriate team member, ensuring timely and efficient follow-up.
New Outgoing Chat
Trigger description: This trigger activates when a new direct chat is initiated by sending the first outgoing message, streamlining communication tracking and workflow automation.
Use case: For sales teams, this trigger can automatically log the initiation of a new chat in a CRM system, ensuring proper lead management. Additionally, it can launch workflows such as scheduling follow-up tasks or updating records based on the details of the initial outreach.
Chat Assigned
Trigger description: This trigger is activated when a chat is assigned or reassigned to a workspace member, facilitating seamless task management and team collaboration.
Use case: For support teams, this trigger can automatically notify the assigned team member when a chat is reassigned, ensuring they are promptly alerted and can begin addressing the inquiry. It can also trigger workflow actions like updating task status or sending internal notifications to keep the team informed.
Chat Unassigned
Trigger description: This trigger is activated when a chat is unassigned from a workspace member, ensuring proper handling of reassigned tasks and facilitating workflow adjustments.
Use case: For customer support teams, this trigger can automatically notify managers or team leads when a chat is unassigned, enabling them to reassign the conversation to the appropriate team member. It can also initiate processes like updating task statuses or alerting other teams to ensure timely follow-up.
WhatsApp Account Connected
Trigger description: This trigger is activated when a WhatsApp account is successfully linked to the workspace, enabling seamless integration and communication.
Use case: For customer support teams, this trigger can automatically initiate workflows once the WhatsApp account is connected, ensuring the platform is ready for use. It can also trigger notifications to relevant team members or update system settings to enable smooth customer interactions via WhatsApp.
WhatsApp Account Disconnected
Trigger description: This trigger is activated when a WhatsApp account is permanently disconnected from the workspace, signaling the end of the integration.
Use case: For operations teams, this trigger can automatically alert administrators when the WhatsApp account is disconnected, prompting necessary actions such as updating communication channels or notifying relevant staff to adjust workflows accordingly.
WhatsApp Account Suspended
Trigger description: This trigger is activated when a WhatsApp account is suspended, signaling an interruption in service.
Use case: For support or operations teams, this trigger can automatically notify administrators when the WhatsApp account is suspended, prompting immediate investigation and corrective action to restore service and ensure continuity in customer communications.
WhatsApp Account Resumed
Trigger description: This trigger is activated when the message syncing for a WhatsApp account is reestablished, restoring the flow of communication.
Use case: For customer support teams, this trigger can notify staff when message syncing is resumed, ensuring that all messages are properly synced and available for timely follow-up. It can also initiate workflows to confirm system integrity and ensure smooth communication moving forward.
Go to the Workflow tab at SureTriggers and click the Create Workflow button.
Enter a name for your workflow and click Create.
Click on the Add Trigger button.
Search for the Timelines app and add it.
Select the event type "New Message."
Go to the next tab "Configure" and copy the webhook URL to your TimelinesAI settings.
In your Timelines workspace, open the Integrations tab and select Webhooks v2.
Click Add Endpoint and paste the copied webhook URL from SureTriggers.
Select the event type "chat:incoming:new" and click Add Endpoint.
Test your trigger by receiving a new message to your WhatsApp account. You should see it appear as shown below:
Continue the flow by adding other desired modules.
New Message
Trigger Description:
This trigger activates whenever a new message is sent or received in an ongoing chat, allowing you to automate workflows or responses based on real-time message activity.
Use Case:
For customer support teams, this trigger can be used to monitor all message exchanges. It enables automations such as identifying keywords or phrases to escalate conversations to senior staff or sending predefined replies to streamline communication.
New Incoming Message
Trigger description: This trigger activates whenever a new message is received in an ongoing conversation. It enables seamless automation of actions or workflows in response to incoming messages.
Use case: In a customer service environment, this can drive automations that review incoming messages for particular terms or patterns, routing urgent inquiries to specialized teams or triggering automatic responses to enhance efficiency and ensure timely assistance.
New Outgoing Message
Trigger description: This trigger is initiated whenever a new message is sent within a chat. It enables monitoring and logging of outbound communications to enhance oversight and efficiency.
Use case: In marketing campaigns, this trigger can be configured to track the dispatch of promotional messages to clients. For instance, when a new campaign message is sent, it can automatically update a marketing database, facilitating streamlined tracking of engagement metrics and response trends.
New Chat
Trigger description: This trigger is activated whenever a new direct or group chat is initiated with the first message, enabling efficient tracking and workflow automation.
Use case: For a sales team, this trigger can automatically record the details of newly initiated chats in a sales pipeline tool, ensuring leads are properly tracked and followed up. Additionally, it can launch workflows to send follow-up emails or schedule reminders based on the initial interaction.
New Incoming Chat
Trigger description: This trigger activates when a new conversation begins with an incoming message, enabling prompt responses to new clients or inquiries.
Use case: Ideal for customer support teams, this trigger can automatically create a new record in a CRM when a potential customer initiates a chat. It can also assign the conversation to the appropriate team member, ensuring timely and efficient follow-up.
New Outgoing Chat
Trigger description: This trigger activates when a new direct chat is initiated by sending the first outgoing message, streamlining communication tracking and workflow automation.
Use case: For sales teams, this trigger can automatically log the initiation of a new chat in a CRM system, ensuring proper lead management. Additionally, it can launch workflows such as scheduling follow-up tasks or updating records based on the details of the initial outreach.
Chat Assigned
Trigger description: This trigger is activated when a chat is assigned or reassigned to a workspace member, facilitating seamless task management and team collaboration.
Use case: For support teams, this trigger can automatically notify the assigned team member when a chat is reassigned, ensuring they are promptly alerted and can begin addressing the inquiry. It can also trigger workflow actions like updating task status or sending internal notifications to keep the team informed.
Chat Unassigned
Trigger description: This trigger is activated when a chat is unassigned from a workspace member, ensuring proper handling of reassigned tasks and facilitating workflow adjustments.
Use case: For customer support teams, this trigger can automatically notify managers or team leads when a chat is unassigned, enabling them to reassign the conversation to the appropriate team member. It can also initiate processes like updating task statuses or alerting other teams to ensure timely follow-up.
WhatsApp Account Connected
Trigger description: This trigger is activated when a WhatsApp account is successfully linked to the workspace, enabling seamless integration and communication.
Use case: For customer support teams, this trigger can automatically initiate workflows once the WhatsApp account is connected, ensuring the platform is ready for use. It can also trigger notifications to relevant team members or update system settings to enable smooth customer interactions via WhatsApp.
WhatsApp Account Disconnected
Trigger description: This trigger is activated when a WhatsApp account is permanently disconnected from the workspace, signaling the end of the integration.
Use case: For operations teams, this trigger can automatically alert administrators when the WhatsApp account is disconnected, prompting necessary actions such as updating communication channels or notifying relevant staff to adjust workflows accordingly.
WhatsApp Account Suspended
Trigger description: This trigger is activated when a WhatsApp account is suspended, signaling an interruption in service.
Use case: For support or operations teams, this trigger can automatically notify administrators when the WhatsApp account is suspended, prompting immediate investigation and corrective action to restore service and ensure continuity in customer communications.
WhatsApp Account Resumed
Trigger description: This trigger is activated when the message syncing for a WhatsApp account is reestablished, restoring the flow of communication.
Use case: For customer support teams, this trigger can notify staff when message syncing is resumed, ensuring that all messages are properly synced and available for timely follow-up. It can also initiate workflows to confirm system integrity and ensure smooth communication moving forward.
Example
Go to the Workflow tab at SureTriggers and click the Create Workflow button.
Enter a name for your workflow and click Create.
Click on the Add Trigger button.
Search for the Timelines app and add it.
Select the event type "New Message."
Go to the next tab "Configure" and copy the webhook URL to your TimelinesAI settings.
In your Timelines workspace, open the Integrations tab and select Webhooks v2.
Click Add Endpoint and paste the copied webhook URL from SureTriggers.
Select the event type "chat:incoming:new" and click Add Endpoint.
Test your trigger by receiving a new message to your WhatsApp account. You should see it appear as shown below:
Continue the flow by adding other desired modules.
Updated on: 16/11/2024
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