> ## Documentation Index
> Fetch the complete documentation index at: https://docs.goosybear.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Automations

> Work that starts by itself: how an automation is started, the trigger sheet where you read and change it, every 'when something happens' trigger and its filters, and which triggers are not live yet.

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](#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](https://docs.goosybear.ai/work/boards.md#the-trash) for 30 days
and is switched off first. Restore it from there and it comes back whole.


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