How Can We Help?

Using Triggers in aNinja

Created On
Last Updated On
byamber
You are here:
< All Topics

Triggers in aNinja allow you to define actions that are automatically executed when a specific event occurs—no manual steps needed.

How to Access Triggers

  • From the left sidebar, click Automations.
  • On the Automations page, look toward the middle-right area and click on the Triggers tab.

    • triggers screenshot

  • You’ll see a list of existing triggers and a button to Add Trigger.

    • trigger add button screenshot

trigger modal screenshot

Main aNinja Trigger Actions

Once you create a trigger, you can configure it to execute one or more of the following actions:

  • [Delay] Set delay duration in minutes before action runs
  • [Do Not Contact] Add or remove lead contacts from the Do Not Contact list
  • [Email] Send lead information to an email address
  • [Lead Assignment] Assign lead to a specific user or team (Round Robin or Weighted Round Robin)
  • [Lead Merge] Automatically merge duplicates into existing leads
  • [Sequence] Start or stop an Email or Text Sequence
  • [Webhooks] Post lead details to a custom URL
  • [Workflow Step Status] Update the workflow step status

Why Use Triggers?

Triggers automate repetitive tasks and help ensure timely follow-up, lead management, and communication. They streamline operations, reduce human error, and help your team stay efficient and responsive.

Need help creating or customizing a trigger? Reach out to us at [email protected] — we’re happy to assist!

Table of Contents