Automations

An automation is a set of steps that runs without you pressing anything: send an email, tag a contact, add a row, wait three days, then do something else. What makes it run is its trigger. Automations in the side menu lists every automation in your workspace. Open one to see its steps on a canvas. Have Goosy build or change it, or edit the steps yourself.

What can start an automation

A trigger is one of four kinds. The trigger sheet words them this way:

Choice	Starts the automation
When someone starts it	By hand.
On a schedule	On a repeating time you set, in a timezone.
When something happens	When one of the events below happens in your workspace or your CRM.
When its URL is called	When something outside Goosy Bear calls the web address the automation gives you.

The sheet also offers two web-monitor starts: When something changes on a page, and When there’s new content about a topic.

The trigger sheet

Open an automation and press Trigger on the tool rail under the canvas. The sheet has two parts:

What starts this automation says in one line what the trigger is now, filters included.
Change what starts it is the form for changing it. Pick how it starts, then, for When something happens, pick the event.

Every event that takes a filter shows it here, and the sheet keeps the filters you have already set when you open it again. Leave a filter blank and the automation starts on every occurrence. A change saves into the automation’s draft. The live automation keeps starting the way it did until you promote the draft, so you can try a trigger without breaking one that is running.

Events you can start from

Events are grouped in the picker by where they come from: From your CRM, In your workspace, and Your own events.

Contacts and deals

Event	Starts when	Filter
Tag applied	A tag is added to a contact.	Tag
Tag removed	A tag is taken off a contact.
Contact created	A contact is added.
Contact details changed	A contact’s details are edited.	Only when these change: email, name, phone
Contact deleted	A contact is removed.
Contact field changed	One of a contact’s custom fields changes.
Contact date reached	A contact’s birthday comes round, on the day or some days before or after, at the time you choose.
Deal opened	A deal is created on one of your pipelines.	Only on these stages
Deal closed	A deal is won, lost or abandoned.	Only on these stages
Deal moved stage	A deal moves from one stage to another.	Only on these stages
Deal field changed	One of a deal’s custom fields changes.
Deal owner or value changed	A deal’s owner or value changes.
File attached	A file is attached to a deal or a contact.
Task due	A task on a deal or a contact comes due.

Bookings

Event	Starts when	Filter
Appointment booked	Someone books a time on one of your calendars.
Booking cancelled, no-show or status changed	A booking is cancelled, marked a no-show, confirmed or marked showed.	Only these statuses
Appointment reminder	A booking reaches a reminder you set, such as 24 hours before.

To start only on a cancellation or a no-show, pick Booking cancelled, no-show or status changed and tick Cancelled or No-show in Only these statuses. With nothing ticked, any status change starts it. The statuses you can tick are Waiting to be confirmed, Confirmed, Showed, Cancelled, No-show and Invalid.

Email, texts, inbox and your site

Event	Starts when	Filter
Email opened	A contact opens an email you sent.
Email link clicked	A contact clicks a link in an email you sent.
Email bounced	An email to a contact could not be delivered.
Contact clicked a link in a text	A contact clicks a link in a text you sent.
Contact visited a page on your site	A contact visits a page on one of your sites, once per page each day.
Contact replied	A contact replies on any channel your inbox carries.
Inbox tag applied	Someone puts a tag on a conversation in the inbox.
Form submitted	Someone submits a form on one of your published pages, or your own site sends in a lead.	Form: one form by name, or any

Form submitted starts on any form on one of your published pages, whether or not the person gave an email address.

Tables, files and posts

Event	Starts when	Filter
Table row added	A row is added to one of your tables, by you, Goosy, an import or another automation.	Table: one table, or any
Table row changed	A cell in one of your tables changes.	Table, then Only when these columns change
Table date reached	A date in one of your tables comes round, on the day or some days before or after.
File uploaded	Someone uploads a file to the library, the brand kit, a project, a deal, or a chat with Goosy.	Kind of file: images, videos, audio or documents, or any
Post published	One of your scheduled social posts goes live.	Only on these platforms

Table row changed can narrow to the columns you name, but a column filter only means something beside a table, so pick the Table first.
File uploaded counts files people upload. A file Goosy or an automation makes does not start it.
Post published starts when a post goes live on Facebook, Instagram, LinkedIn, TikTok or YouTube, and you can limit it to the platforms you tick. See What works partly for the posts it misses.

Your own events and sequences

Event	Starts when
Enrolled in a sequence	Another automation enrols someone into this one.
A custom event you name	One of your pages, a table-row button, or this automation’s own URL sends the event you name.

What works partly

Invoice paid and Payment received start an automation when your connected CRM sends the payment to Goosy Bear. Accounts without a connected CRM have no payments to send, so these never start there.
Post published starts when a post is published directly from Goosy Bear. A post scheduled through a connected GoHighLevel account does not report back as published yet, so it does not start this.
The two web-monitor starts, When something changes on a page and When there’s new content about a topic, start an automation when a monitor finds a change or new content.

Deleting an automation

An automation you delete goes to the Trash for 30 days and is switched off first. Restore it from there and it comes back whole.

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Your account

Help

What can start an automation

The trigger sheet

Events you can start from

Contacts and deals

Bookings

Email, texts, inbox and your site

Tables, files and posts

Your own events and sequences

What works partly

Deleting an automation

​What can start an automation

​The trigger sheet

​Events you can start from

​Contacts and deals

​Bookings

​Email, texts, inbox and your site

​Tables, files and posts

​Your own events and sequences

​What works partly

​Deleting an automation

What can start an automation

The trigger sheet

Events you can start from

Contacts and deals

Bookings

Email, texts, inbox and your site

Tables, files and posts

Your own events and sequences

What works partly

Deleting an automation