Yes, you can define when a transition should trigger from the following actions:
Trigger | Description |
Submission of a webform | A transition will be triggered when a record enters CRM through a webform. This trigger is only available at the beginning of the process or for the first transition of a process. |
Creation of a record | A transition will be triggered when a record is created in the specified module and layout. |
Editing a record | A transition will be triggered when a record is edited. You can also add a condition. For example, whenever the lead status is changed to "Qualified", a payment link must be sent. |
Receiving an API call | If you want to invoke any transition from a third-party application, you can select this option and copy the API URL we provide. Specify the parameters to be passed along with each API call. You can select a maximum of six parameters from the following data types: string, number, date, date/time, boolean. |
Approval of record | A transition will only be triggered if a record is approved. For example, an order will only be placed on payment approval. You must select which approval process the record belongs to. |
Rejection of record | A transition will be triggered on rejection of a record. For example, the order will be canceled if the payment fails. You must select which approval process the record belongs to. |
A date/date time | A transition will be triggered on the date or at the time specified in a date or date/time field in a module. |
SalesSignals from communication channels | A trigger can be initiated based on the response received to emails, chats, calls, support tickets, or marketing campaigns. |