Triggers

Every way a contact can enter (or exit) a flow.

A flow starts with an entry trigger: the event that pulls a contact in. On a new flow the canvas prompts Add an entry trigger: “Choose what causes contacts to enter this flow.” Click Choose trigger and pick one.

Triggers are grouped by source: Helios triggers are always available, and connected integrations add their own (for example Mariana Tek).

Helios triggers

New incoming text message

Fires when a contact texts you. Configure the Match type:

• Contains any: fires if the message contains any of the Keywords you list. Good for campaigns like “text JOIN to sign up”.
• Exact match: fires only when the message is exactly the Keyword.

This is the trigger behind keyword campaigns: put the keyword on a poster or QR code, and the flow handles the reply, list add, and follow-up automatically.

Form submission

Fires every time someone submits one of your forms. Runs for every submission; pair it with a filter if you only want certain submissions to continue.

Added to list

Fires when a contact is added to the list you choose, whether by hand, by import, by a form, or by another flow. This is the usual entry point for welcome sequences.

Removed from list

Fires when a contact is removed from the chosen list.

Customer event

Fires when a contact performs an event from your integrations or the web SDK: a purchase, a class visit, a booking. Pick the Event and optionally add property filters using the same criteria builder as segments, so “purchase over $100” or “first visit at the Westwood location” are one trigger each.

Integration triggers

Installed integrations can contribute triggers of their own. For example, with Mariana Tek connected:

• Reservation assigned from waitlist: a contact gets a spot from the waitlist. Perfect for an instant “you’re in!” text.

Exit triggers

The Exit triggers section of the editor accepts the same trigger types, but with the opposite effect: when one fires, the contact leaves the flow immediately, skipping any remaining steps. Common use: exit the “win-back” flow the moment the contact books a class.

Re-entry

How often the same contact can enter is controlled in Additional options → Re-entry:

• Unlimited entries: every trigger fire enters the contact again.
• Once per contact: first time only. The default for welcome flows.
• Custom limit: a specific number of entries.