Overview
This automation runs when something happens on a vendor contact — they call or message you, or one of your calls gets a particular outcome.
A useful case is retiring a vendor: when a call comes back No Longer Active, the automation can tag them, move them out of your active list, and stop anything still messaging them.
Steps
Part 1: Build the Automation
Step 1: Open your vendor activity triggers
Go to Automations.
Click Vendors.
Select Activity Trigger.
Add an automation and give it a name.
Step 2: Choose the activity
Select what should trigger the automation:
An incoming message from a vendor
An incoming call
A call outcome being recorded
An outgoing SMS
Incoming messages and calls only trigger for vendors already in your system.
The video uses a call outcome of No Longer Active.
Step 3: Build the matching branch
Steps here run when the outcome matches. For a vendor who is no longer active, you might:
Add a tag to the vendor contact
Move them to a different status automatically — Not a Fit, for example
Stop other automations — everything running on that vendor, or specific ones
Notify team members
Add a task
Send an SMS
Step 4: Handle old pending tasks
When the automation changes a vendor's status, choose what happens to the pending tasks from their old status — complete them, or leave them open.
Step 5: Build the Anything Else branch
The Anything Else branch runs for any other outcome. Add steps here too, such as notifying your team, so other results are not ignored.
Step 6: Save
Click Save.
Part 2: Test It
Step 7: Check the vendor first
Open a vendor and check their automations. There should be none active.
Step 8: Call and record the outcome
Call the vendor.
Select the No Longer Active call disposition.
Add the phone status. If no phone status is available, just select the call outcome.
Click Exit.
Step 9: Confirm it ran
Check the vendor's automations again. Yours will be listed.
Click it to see the steps the system is scheduled to complete, along with their execution date and time.
Important Notes
Incoming messages and calls only work for existing vendors. This will not catch contacts who are not yet on your account.
Recording the call outcome is what fires it. A call ended without a disposition triggers nothing.
No Longer Active is a practical trigger for retiring a vendor — tag them, move them to Not a Fit, and stop anything still contacting them.
A status change lets you decide about old pending tasks, so nothing is left hanging against a vendor you have retired.
The Anything Else branch handles every other outcome. Leaving it empty means those calls do nothing.
Troubleshooting
Your automation did not trigger on an incoming message
Incoming messages and calls only fire for vendors already in your system.
Your automation never runs after calls
Your team may not be recording call outcomes. The automation fires on the disposition.
There is no phone status to select
You can select just the call outcome and continue.
Nothing happens on other outcomes
The Anything Else branch is probably empty. Add steps there.
A retired vendor is still receiving messages
Add a stop other automations step to the matching branch.
Summary
You built an activity trigger automation for vendors. You opened Automations, Vendors, and Activity Trigger, and chose a call outcome such as No Longer Active. In the matching branch you added a tag, a status change to Not a Fit with a decision on old pending tasks, a stop step, and team notifications, then set up the Anything Else branch. You tested it by calling a vendor, recording the outcome, and checking the scheduled actions on their record.