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Adding a Trigger to a Pipeline Stage

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Bytimothy A
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Overview: 
To add a trigger to a pipeline stage, select the stage and configure the trigger to automate specific actions. This helps streamline workflows and ensures tasks are executed automatically at the right stage.

Follow these steps to add a trigger to a pipeline stage:

Step 1: On your Dashboard, navigate to the Pipelines tab under the Customers section.
Step 2: You will be navigated to the Pipelines.
Step 2: You will be navigated to the Pipelines.
Step 3: Select a pipeline and click it to open.

Step 3: Select a pipeline, then click on it to open.
Step 4: You will then be navigated to the selected Pipeline Stage. From here, select a stage. There are two methods for adding a Trigger to a stage.
Step 4: You will then be navigated to the selected Pipeline Stage. From here, select a stage. There are two methods for adding a Trigger to a stage.
Step 5: The easiest way is to click on the stage’s Trigger icon.
Step 5: The easiest way is to click on the stage’s Trigger icon.
Step 6: Once clicked, the Trigger pop-up window will appear.
Step 6: Once clicked, the Trigger pop-up window will appear.
Step 7: Alternatively, you can add a Trigger by clicking the stage’s plus sign icon.
Step 7: Alternatively, you can add a Trigger by clicking the stage’s plus sign icon.
Step 8: When the dropdown menu appears, click Add Trigger to continue.
Step 8: When the dropdown menu appears, click Add Trigger to continue.
Step 9: This will open the Trigger configuration window.
Step 9: This will open the Trigger configuration window.
Step 10: Click Add Action to proceed with adding your Trigger.
Step 10: Click Add Action to proceed with adding your Trigger.
Step 11: From here, the Then Do This action becomes available.
Step 11: From here, the Then Do This action becomes available.
Step 12: You can now select an action for Then Do This by clicking the Select Action dropdown menu.
Step 12: You can now select an action for Then Do This by clicking the Select Action dropdown menu.
Step 13: Once set up, toggle the Active button to enable the Trigger.
Step 13: Once set up, toggle the Active button to enable the Trigger.
Step 14: Finally, click Done to save and apply the changes.
Step 14: Finally, click Done to save and apply the changes.
Step 15: A pop-up notification will appear, confirming that your Trigger has been successfully saved.
Step 15: A pop-up notification will appear, confirming that your Trigger has been successfully saved.

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