Trigger Links & Templates
Reusable automation recipes you can clone.
Overview
Pre-built and custom workflow templates that package a complete automation (triggers + actions) so it can be cloned across sub-accounts or reused. Trigger Links are shareable URLs that enroll a contact into a workflow on click.
What it's for
Standardize automations across accounts and let a single click start a complex flow.
Capabilities
Workflow templates
Save a workflow as a template; clone into any sub-account.
Trigger Links
A shareable URL that enrolls the clicker (matched by email/phone) into a chosen workflow.
Recipe library
Pre-built recipes for common nurture, booking, and re-engagement flows.
Bulk apply
Push a template to many sub-accounts at once (agency-level).
Use cases
Agency standardization
Build a 'New Client Onboarding' workflow once as a template and push it to every sub-account.
One-click upsell
Send a Trigger Link in a purchase email that enrolls the buyer into an upsell workflow on click.
AI prompt patterns
Copyable templates for prompting an AI agent about this feature.
Design a workflow template for [use case] that works across [industries], with clearly marked spots to customize per account.Design a Trigger Link campaign that enrolls [audience] into [workflow] and how to embed the link in [channel].Integrations & connections
- Templates deploy into the Workflows engine
- Trigger Links enroll contacts into any workflow
Gotchas & limits
Things an AI should not assume about this feature.