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.

32 triggers · 44 actions · 11 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.

Recording Watched

SIGNL

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

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.

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.

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.

Webhook Received

HTTP

Runs when another system posts to your webhook URL.

On a Schedule

SIGNL

Runs daily, weekly or monthly. No time of day — the host allows one run per day.

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.

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.

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.

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 — 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.

Format Value

Reshapes a value — case, dates, numbers, currency — for later steps.

Shape a List

Sort, limit, de-duplicate or reverse a list before looping over it.

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.