Reference

Automations

An automation is a trigger, then any number of actions, with conditions and delays between them. This is everything each of those can be.

56 triggers · 54 actions · 16 flow controls

Triggers: what starts a flow

Payment Received

SIGNL

Runs when a payment succeeds.

Form Submitted

SIGNL

Runs when someone submits one of your forms.

Booking Created

SIGNL

Runs when a call is booked.

Score Threshold

SIGNL

Runs when a lead’s intent score crosses a number you set.

Stage Changed

SIGNL

Runs when a deal moves between pipeline stages.

Deal Created

SIGNL

Runs when a new deal is added to a pipeline.

Tag Added

SIGNL

Runs when a tag is applied to a lead.

Contract Signed

SIGNL

Runs when a signer signs a contract sent to this lead.

Contract Declined

SIGNL

Runs when a signer declines a contract sent to this lead.

Contract Expired

SIGNL

Runs when a contract sent to this lead reaches its expiry date unsigned.

Contract Viewed

SIGNL

Runs when a signer opens and reads a contract sent to this lead. Once per signer, however many times they come back.

Tag Removed

SIGNL

Runs when a tag is taken off a single lead.

Deal Field Changed

SIGNL

Runs when a person changes a custom field, the value or the expected close date on a deal in SIGNL.

Lead Field Changed

SIGNL

Runs when a person changes a field on a lead in SIGNL: a custom field, the name, the owner or a social handle.

Recording Watched

SIGNL

Runs when a lead watches at least half of a recording you shared.

Recording CTA clicked

SIGNL

Runs when a lead clicks the call-to-action button on a recording sent to them.

Video Watched

SIGNL

Runs when a lead watches a video on your site past a percentage. Default 75%.

Scroll Depth

SIGNL

Runs when a lead scrolls past a percentage of the page. Default 75%.

Time On Page

SIGNL

Runs when a lead stays on a page past a number of seconds. Default 60s.

Call Outcome Set

SIGNL

Runs when a call is marked won, lost or a no-show. Narrow it to one outcome, or leave it for any.

Call Cancelled

SIGNL

Runs when a booked call is cancelled — by the lead or by you.

Call No-Show

SIGNL

Runs when a booked call is marked as a no-show. Correcting a mistaken no-show does not fire it.

Checkout Abandoned

Stripe

Runs when a Stripe checkout expires without being paid — they started buying and stopped.

Page Visited

SIGNL

Runs when a tracked visitor loads a page. Narrow it to part of a URL, or leave it blank for any page.

SMS Failed

Twilio

Runs when an SMS SIGNL sent could not be delivered. Carries Twilio’s reason code.

Email Opened

Resend

Runs when a lead opens an email SIGNL sent them.

Email Link Clicked

Resend

Runs when a lead clicks a link inside an email. Narrow it to part of the destination URL.

Email Bounced

Resend

Runs when an email is permanently rejected. SIGNL stops emailing that lead automatically.

Marked as Spam

Resend

Runs when a lead marks an email as spam. SIGNL stops emailing them automatically.

Link Clicked

SIGNL

Runs when a tracked visitor clicks a link. Narrow it to part of the destination URL.

Call Rescheduled

SIGNL

Runs when a booked call moves to a new time. Carries both the old time and the new one.

SMS Reply

Twilio

Runs when a lead texts back. Halts any cadence they are in, then runs this.

DNI Call Received

Twilio

Runs when someone calls a Dynamic Number Insertion tracking number, attributed to the campaign that drove it.

Membership Started

SIGNL

Runs when a membership goes active. Whop is the only source today.

Membership Cancelled

SIGNL

Runs when a membership lapses or is cancelled — the trigger a win-back sequence starts from.

Lead Identified

SIGNL

Runs the moment a visitor gives their name and email — before they finish the form.

Booking Disqualified

SIGNL

Runs when someone fails your booking page’s qualification questions.

Payment Disputed

Stripe

Runs when a chargeback opens, or when one is won or lost. Narrow it to a stage.

Deal Won or Lost

SIGNL

Runs when a deal is marked won or lost. Narrow it to one, or leave it for either.

Deal Went Stale

SIGNL

Runs once when an open deal has had no activity for a set number of days (7 unless you change it). Moving or editing the deal starts the count again.

Payment Failed

Stripe

Runs when a recurring invoice fails — the trigger a dunning sequence starts from.

Payment Refunded

Stripe

Runs when a charge is refunded, in full or in part.

Deposit Received

SIGNL

Runs when a payment part-pays an open deal, with the balance still outstanding.

Reconfirmation Lapsed

SIGNL

Runs when a lead was asked to reconfirm their call and never answered, and the call is now due.

Call Confirmed

SIGNL

Runs when a team member marks an upcoming call confirmed after speaking to the lead.

Run on a Lead (button)

SIGNL

Runs when someone presses Run on a lead and picks this automation. It runs for that one lead only.

Routed Lead Found No Times

SIGNL

Runs when a form routed a lead to a calendar that had no open times, so they could not book.

Call Transcript Ready

SIGNL

Runs when a call’s transcript lands, pasted, imported from Fathom, Fireflies or Zoom, or sent through the API.

Webinar Registered

SIGNL

Runs when a lead registers for a webinar.

Webinar Attended

SIGNL

Runs the first time a registrant joins the webinar watch room.

Webinar Watched %

SIGNL

Runs once a registrant has watched a set percentage of the webinar.

Webinar CTA Clicked

SIGNL

Runs when a registrant clicks the offer link revealed during the webinar.

Webinar Replay Expiring

SIGNL

Runs a few hours before a registrant's replay window closes, if they haven't finished watching.

Webinar Replay Expired

SIGNL

Runs when a replay window closes for a registrant who never attended at all.

Webhook Received

HTTP

Runs when another system posts to your webhook URL.

On a Schedule

SIGNL

Runs daily, weekly or monthly, at the time of day and in the timezone you choose.

Actions: what a flow does

Send Email

Resend

Sends one email to the lead in this run.

Broadcast Email

Resend

Sends one email to a whole segment at once.

Send SMS

Twilio

Sends a text message.

Call message

SIGNL

Email or text the lead or host about their call. Sent as a booking message, timed from the call. Only after a call trigger.

Send to Meta CAPI

Meta CAPI

Forwards a conversion to Meta’s Conversions API, so ad optimisation sees it.

Add to Meta Audience

Meta CAPI

Adds the lead to a Meta Custom Audience, matched on their hashed email.

Remove from Meta Audience

Meta CAPI

Removes the lead from a Meta Custom Audience — for cancellations and churn.

Send Slack

Slack

Posts a message to a Slack channel.

Send Telegram

Posts a message to a Telegram chat.

Add Tag

SIGNL

Tags the lead in this run.

Update Lead

SIGNL

Writes fields onto the lead record.

Create Deal

SIGNL

Opens a deal in a pipeline.

Send Contract

SIGNL

Drafts a contract for the lead (on their newest open deal, if they have one) and sends it to sign.

Enroll Cadence

SIGNL

Starts the lead on a multi-step follow-up sequence.

Fire Webhook

HTTP

Posts this run’s data to a URL you choose.

HTTP Request

HTTP

Calls any API and keeps the response for later steps.

Sheets — add row

Google Sheets

Appends a row to a Google Sheet.

Sheets — update range

Google Sheets

Writes cells to a Google Sheet range.

Sheets — look up row

Google Sheets

Finds a row by matching a column. Returns found, row_number and row.

Airtable — list records

Airtable

Returns many rows matching a formula. Feed it into For Each.

Airtable — delete record

Airtable

Removes a row by record id.

Sheets — add or update row

Google Sheets

Updates the row matching a value, or adds one if there is none.

Sheets — clear range

Google Sheets

Empties a range, leaving its formatting alone.

Notion — append to page

Notion

Adds a paragraph, or raw blocks, to the end of a Notion page.

Notion — find database row

Notion

Looks up a row in a Notion database. Returns found, page_id and flattened properties.

Notion — update database row

Notion

Updates the properties of a Notion page by id.

Notion — create database row

Notion

Adds a page to a Notion database.

Airtable — create record

Airtable

Adds a row to an Airtable table.

Airtable — update record

Airtable

Updates a row in an Airtable table by record id.

Airtable — find record

Airtable

Looks up a row by formula. Returns found, record_id and fields.

Kit — add to sequence

Kit

Subscribes someone to a Kit email sequence. Creates them if new.

Kit — add to form

Kit

Subscribes someone to a Kit form. Creates them if new.

Kit — remove tag

Kit

Takes a tag off a Kit subscriber.

Tag in Kit

Kit

Adds a tag to a Kit (ConvertKit) subscriber.

Create Task

SIGNL

Adds a task, optionally against the lead and with a due date.

Remove Tag

SIGNL

Takes tags off the lead. Leaves any it does not have alone.

Complete Task

SIGNL

Marks a task done. Defaults to the lead’s most recent open task.

Stop Cadence

SIGNL

Takes the lead off a follow-up sequence. Leave the cadence blank to stop all of them.

Update Deal

SIGNL

Sets a deal’s value, or marks it won or lost.

Pause Underperforming Reps

SIGNL

Zeroes a rep’s round-robin weight when their rolling metric breaches a threshold. Restores it when they recover.

Assign Owner

SIGNL

Gives the lead an owner by round robin, least loaded or random, skipping paused reps. A lead that already has an owner is left alone unless you turn on reassign.

Score Call

SIGNL

Scores the call against a scorecard once its transcript lands. Never rescores, and a low score only flags the call for review.

Suggest Next Step

SIGNL

Reads the call once its transcript lands and gives the rep a task with the one next step to take. It never sends anything itself.

Add Note

SIGNL

Writes a note onto the lead, marked as left by an automation.

Move Deal Stage

SIGNL

Moves a deal to another pipeline stage. Defaults to the lead’s open deal.

AI — classify text

Sorts text into one of your categories, with a reason.

AI — extract fields

Pulls named values out of free text. Missing values come back empty, never guessed.

AI — Agent (read-only)

Lets the Agent look things up with read-only tools and answer in a shape you choose. It never changes or sends anything.

AI — summarise

Condenses a transcript, thread or long answer to a few sentences.

AI — write with a prompt

Your own instruction, in your words. Rewrite a reply, draft a follow-up, reword a paragraph.

Send Discord

Discord

Posts a message to a Discord channel.

Create Row

SIGNL

Adds a row to one of your Data tables.

Create/Update Row

SIGNL

Updates a matching row in a Data table, or adds it if there is none.

Find Row

SIGNL

Looks up a row in one of your Data tables. Finding nothing is a result, not an error.

Flow control: conditions and waiting

Run another automation

Runs a shared automation as a sub-flow, then continues. Change it once, every caller follows.

Condition / Branch

Splits the run down a yes edge or a no edge.

Filter / Stop

Stops the run unless the test passes. No second edge.

Text

Change text: case, find and replace, split, join, extract, encode.

Numbers

Maths, rounding, currency, percentages and phone numbers.

Dates

Format, add time, time between, time zones.

Lists

Sort, summarise, pick, filter, and read or write CSV.

Data

Lookup tables, JSON, and named values for later steps.

For Each Item

Runs the next action once per item in a list.

Wait for Approval

Pauses until a person approves or rejects. Never resumed by a timer.

Event Count in Window

Yes when the lead has done something enough times recently.

Multi-Path

Runs every path whose test matches, not just the first.

Digest

Collects a line per event and continues once — one summary at 5pm, not forty pings.

Wait / Delay

Pauses the run before the next step.

Beyond these, any action on a connected app can be run by its own slug, so the list above is the set SIGNL implements natively rather than the set it can reach.

This page is generated from the same list the product runs on, so it is never out of date. Something missing or unclear? Get help.