In CallHub, a Workflow comprises Triggers, Conditions, and Actions. Automation can be initiated with a specific trigger, and a series of events can be set up based on conditions to perform an action. The action is mostly the desired outcome of your workflow.
Below is a list of all the available Triggers, Conditions, and Actions available on CallHub Workflows.
Triggers:
| Triggers | Description |
| Survey Response Added | When a survey response is added, the workflow is triggered to perform an action based on the condition. |
| Disposition added | When a disposition "X" is added to the contact, the workflow is triggered to perform an action based on the condition. |
| Call Completed** | Workflow is triggered if the call is answered and marked Completed or if the retry attempts are exhausted and marked as Completed. |
| SMS Sent | When an SMS is sent from a specific campaign, the workflow is triggered to perform an action based on the condition. |
| Replied to SMS | A trigger is initiated if a contact responds to the initial message sent from a specific campaign. Also, this works when a contact Opt-ins with a keyword for a Text-to-Join Campaign. |
| Open/Read an email | When your contact Opens or reads an email, a workflow is triggered. This works only on Email campaigns* |
| Clicked on the link in the email | When the contact you have sent an email to clicks on the link in the email, a workflow is triggered. |
| Tag is added | A workflow is triggered when a tag is added to a contact from a specific campaign. Also works when a tag is manually added to contact through the CallHub dashboard or through Integration Sync. |
| Tag is removed | A workflow is triggered if a tag "X" is not present for contact and if the tag "X" is manually removed from the contact. |
Conditions:
| Conditions | Description |
| Survey Response | A condition is satisfied when the survey response "X" is chosen by the contact for a P2P or CC campaign. |
| Call Disposition | A condition is satisfied when a contact is marked with a specific disposition "X" while making calls in a CC campaign. |
| Email Status | If the email status is "X," the condition is satisfied, and the action is performed. |
| SMS Status | If the SMS status is "X," the condition is satisfied, and the action is performed. |
| Voice Broadcast Status | An action is performed if a status "X" condition is satisfied for a call in the Voice Broadcast campaign. |
| Call Center Status | An action is performed if a status "X" condition is satisfied for a call in the Call Center campaign. |
| Tag exists | If a tag "X" exists for a contact, the condition is satisfied, and the workflow's next step is performed. |
| Tag doesn't exist | If a tag "X" does not exist for a contact, the condition is satisfied, and the workflow's next step is performed. |
Actions:
| Actions | Description |
| Add Delay | Adding a delay before the next event. E.g., A delay can be added after a Trigger, before a condition, or between two actions. |
| Add to Contact list** | If the activated trigger meets a specific condition set in a workflow, the contact is added to a contact list. This contact list can be used in a campaign using the same workflow. |
| Remove Tag | Removes a tag from contact if a condition is satisfied in a workflow. |
| Send email | Sends an email to a list or an individual based on the underlying conditions when a trigger is activated. |
| Send Text** | Sends an SMS to a list or an individual based on the underlying conditions when a trigger is activated. |
| Add to Peer to Peer Texting campaign | Adds a contact to a Peer to Peer Texting and sends a message when the condition is met. (If auto send is enabled) |
| Add to Call Center campaign | Adds a contact to a Call center campaign and makes a call when the condition is met. |
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