Automations
Common Automation Triggers & Actions
A reference of the most-used Noddle triggers and actions, plus combos.
This is a reference guide for the most frequently used triggers and actions in Noddle Automations. Use this as a starting point when building your flows.
| Trigger | When It Fires |
|---|
| Form Submitted | A contact submits any form (filterable by specific form) |
| Contact Tag Added | A specific tag is applied to a contact |
| Contact Tag Removed | A specific tag is removed from a contact |
| Contact Created | A brand new contact is added to Noddle |
| Contact DND Status Changed | A contact opts out or back in |
| Trigger | When It Fires |
|---|
| Appointment Booked | A new appointment is scheduled |
| Appointment Cancelled | An appointment is cancelled |
| Appointment No Show | A contact is marked as no-show |
| Appointment Reminder | X hours/days before an appointment |
| Trigger | When It Fires |
|---|
| Opportunity Stage Changed | A deal moves to a new pipeline stage |
| Opportunity Created | A new opportunity is added |
| Opportunity Status Changed | A deal is marked Won, Lost, or Abandoned |
| Trigger | When It Fires |
|---|
| Inbound SMS | Contact replies to a text message |
| Email Opened | Contact opens a campaign email |
| Email Link Clicked | Contact clicks a link in an email |
| Payment Made | A payment is completed |
| Trigger | When It Fires |
|---|
| Date/Time | At a specific date and time (one-time) |
| Scheduler (Recurring) | Runs on a recurring schedule (daily, weekly, etc.) |
| Action | What It Does |
|---|
| Send Email | Sends an email to the contact |
| Send SMS | Sends a text message to the contact |
| Send Internal Email | Notifies your team (not the contact) |
| Send Internal Notification | In-app alert to a team member |
| Action | What It Does |
|---|
| Add Tag | Applies a tag to the contact |
| Remove Tag | Removes a tag from the contact |
| Update Contact Field | Overwrites or fills a contact field value |
| Assign to User | Routes the contact to a team member |
| Add to List / Remove from List | Manages list membership |
| Action | What It Does |
|---|
| Wait | Pauses the automation for a set time |
| If/Else | Splits contacts to different paths based on conditions |
| Go To | Jumps to a different step in the same automation |
| Enroll in Another Automation | Hands the contact off to a different flow |
| Action | What It Does |
|---|
| Create/Update Opportunity | Adds or updates a deal in a pipeline |
| Update Opportunity Stage | Moves a deal to a specific stage |
New lead instant follow-up:
Trigger: Form Submitted → Action: Send SMS (immediate) → Wait 1 hour → Send Email
Appointment reminder sequence:
Trigger: Appointment Booked → Wait until 24 hours before → Send SMS reminder → Wait until 1 hour before → Send SMS reminder
Post-win onboarding:
Trigger: Opportunity Status = Won → Add Tag "customer" → Remove Tag "prospect" → Send welcome email → Assign to onboarding team member
