The Core of Automation
When building automations in Studio Escrow, it's easy to get confused by the terminology. The two most important concepts to understand are Triggers and Sequences (or Actions).
What is a Trigger?
A trigger is the "If this happens" part of the equation. It's the event that tells the system to wake up and start working. Common triggers include:
- A lead fills out a form on your website.
- A pipeline stage is changed (e.g., from "New Lead" to "Booked Appointment").
- A specific tag is added to a contact.
- An appointment is booked on your calendar.
What is a Sequence (Action)?
A sequence is the "Then do this" part of the equation. It's the series of steps that the system takes after the trigger fires. A sequence can include:
- Sending an SMS to the lead.
- Sending an internal email notification to your team.
- Adding a delay (e.g., "Wait 2 days").
- Updating a custom field in the CRM.
Putting It Together
Think of it like a domino effect. The trigger is the first domino falling. The sequence is all the dominos that fall afterward. By combining simple triggers with powerful sequences, you can automate almost any repetitive task in your business.