Workflow Trigger: New Signup | Pest AI

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Workflow Trigger: New Signup

Explore practical strategies and best practices for utilizing the 'New Signup' workflow trigger.

When a customer or prospective client registers for membership

1. Navigate to 'Automation' to get started.

1 Click on "Automation".

2. Next, select 'Create Workflow' to build a new process.

2 Click on "Create Workflow".

3. Choose 'Start from Scratch' to customize fully.

3 Click on "Start from Scratch".

4. Proceed by adding a 'New Trigger' to your workflow.

4 Click on the element.

5. Then, select 'New Signup' as the trigger event.

5 Once that's done, click on "New Signup".

6. Afterwards, click 'Add filters' to refine the conditions.

6 Afterwards, click on "Add filters".

7. Choose 'Offer' to apply specific actions.

7 Next, click on "Offer".

8. Finally, click 'Save Trigger' to activate your workflow.

8 Click on "Save Trigger".

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