New Activity Trigger Introduced for Lead and Opportunity Modules

New Activity Trigger Introduced for Lead and Opportunity Modules

Overview

We’re excited to announce the launch of a new Activity Trigger within the automation system, now available for the Opportunity and Lead modules. This update introduces support for both Telephony Activities and Dynamic Activities, allowing automations to be triggered based on real-time call interactions or dynamic activity events.



Supported Telephony Activities

The Activity Trigger now supports the following types of telephony interactions:


Telephony Activities
  1. Inbound Call Activity
  2. Outbound Call Activity
  3. Campaign Call Activity
Dynamic Activities
  1. On Dynamic Activity Creation
  2. On Dynamic Activity Field Update
If/Else Conditions for Activity Triggers
To enhance precision and control, a set of activity-specific fields are now available in the If/Else condition block. Depending on the selected activity type, you can use the following conditions:
For Telephony Activities:
  1. Call Start Date
  2. Call Activity Type
  3. Call Status
  4. Call Duration (in seconds)
  5. Call Frequency (for Lead-based telephony activities, use ‘Total Calls’ instead)
  6. Caller ID (DID)
  7. Call Owner
For Dynamic Activities:
  1. Any field from the selected Dynamic Activity can be used as a condition to build logic based on its value or any change in that value. To access these fields, the user just needs to scroll down and look for the Dynamic Activity section under the if/else condition.

How to Use the Activity Trigger

To configure this new trigger in your automation:

  • Navigate to Automation:

  • Go to the Automation Listing page.

  • Click on Create Automation.

  • Select the Activity Trigger:

  • Along with the existing Lead/Application and Opportunity triggers, you’ll now see a new option — Activity Trigger.

  • Choose Lead or Opportunity based on your use case.
     Note: For Opportunity Activity Trigger, you can specify the opportunity records the trigger should apply to.

  • Choose the Telephony Activity:
    From the dropdown, select the type of activity that should trigger the automation:

  • Telephony Activity (Inbound, Outbound, or Campaign Call)

  • Dynamic Activity (Creation or Field Update)

  • Configure the Automation Flow: Once the trigger is set, build your automation by adding If/Else conditions, Wait conditions, and Action Nodes to define the automation logic and desired outcomes.


Smarter, Real-Time Engagement

With the enhanced Activity Trigger, you can now automate actions that respond instantly to both Telephony and Dynamic Activity events. This enables:
  1. Faster and more relevant follow-ups based on live user interactions.
  2. Greater personalization by using real-time activity data.
  3. Improved productivity through automation of repetitive engagement tasks.

Conclusion

The upgraded Activity Trigger brings together both Telephony and Dynamic Activity handling into one powerful, unified system.

By leveraging detailed, activity-specific conditions in If/Else logic, institutions can now create advanced automations that react in real time, improve engagement quality, and streamline communication across Leads and Opportunities.