Triggers

Triggers are a set of criteria that determine when an automation should start or when Nimbata should send call data to your integrations. Triggers can include events like when a call is answered or when a call exceeds a certain duration, such as 30 seconds. Once these conditions meet then Nimbata will perform an action that you set.

How to set up a Trigger

Step 1. To begin navigate to Lead Management > Triggers. You'll find the default trigger named "After Every Call". To create your own trigger click on the "+ Add" button.



Step 2. Start building your trigger by choosing how you would like your calls to be filtered.

As an example we will show how to setup the following trigger: First Time Callers with duration over 60 seconds.

First, we will set up the First Time Caller as below.



Then, click on "+Add more", and choose the "Talk Duration" from the list



.


🎉 Give your trigger a friendly name and that's it! You can now use this trigger on any integration or automation rule you wish.

How to assign your trigger to an Integration

Head over to Integrations > Manage, locate the app you wish to set the trigger and choose your trigger from the dropdown list.

Note: Only active integrations are shown. If you don't see the app you wish to set the trigger, head over to the app's integration page and activate it.

As an example we set Google Ads to receive data from our newly created trigger.

How to assign your trigger to an Automation Rule

Case 1. Existed Automation Rule

In this case you should go to Lead Management > Automation Rules, locate the rule and just select the trigger from the list.



Case 2. New Automation Rule

While creating your new automation rule, in the first step just select the trigger from the list.

Updated on: 25/02/2024