Triggers
Triggers are events that start a workflow. When a trigger event occurs, Bookora automatically executes the associated workflow actions.
Available Triggers
Lead Created
Fires when a new lead enters the system from any channel (chat, form, booking page, social).
Use for: Welcome sequences, lead follow-up
Appointment Booked
Fires when a customer successfully books an appointment through any channel.
Use for: Confirmation messages, preparation tasks
Appointment Cancelled
Fires when a customer cancels a previously booked appointment.
Use for: Re-open slot, re-engagement sequence
Lead Qualified
Fires when a lead reaches a certain qualification score threshold.
Use for: Hot lead alert, priority follow-up
No-Show Detected
Fires when a customer does not attend a scheduled appointment.
Use for: Reschedule prompt, late cancellation fee
Review Received
Fires when a customer leaves a review or rating.
Use for: Thank you message, positive review share
Churn Risk Detected
Fires when a customer's churn risk score crosses the configured threshold.
Use for: Win-back campaign, personal outreach
Revenue Milestone
Fires when a customer reaches a revenue milestone (e.g., first $1,000 in revenue).
Use for: Milestone celebration, VIP upgrade
Trigger Conditions
You can add conditions to triggers to make them more specific:
| Condition | Example |
|---|---|
| Lead Score | Only trigger if lead score is above 70 |
| Service Type | Only trigger for consultation bookings |
| Customer Segment | Only trigger for VIP customers |
| Time | Only trigger during business hours |
| Channel | Only trigger for leads from website chat |
Multiple Triggers
You can use multiple triggers in a single workflow:
Example: "New Lead Follow-up"
Trigger: Lead Created OR Lead Qualified
Condition: Lead Score > 50 AND Service = Consultation
Best Practice
Start with simple triggers (Lead Created, Appointment Booked) and add complexity as you become more familiar with workflow automation.