Overview
Trigger type | Available |
New Agent Contact | Yes |
Agent Status Change | Yes |
Activity Trigger | Yes — all six options |
Other Triggers | Yes — six options |
Manual Assignment | Yes |
Agent triggers mirror Buyer triggers, including the four target location options and an appointment trigger.
For how triggers, enrollment, and timing work generally, see Understanding Automation Triggers in REsimpli.
New Agent Contact
Triggers when a new Agent contact is created. Can be filtered by the campaign associated with the agent — one campaign, several, or all.
Agent Status Change
Triggers when an existing Agent contact is moved to a selected Agent status. The agent must already exist for this trigger to apply.
Activity Triggers
All six options are available:
Incoming SMS
Incoming Call
Direct Mail
Outgoing Call
Outgoing SMS
Appointment Outcome
See Understanding Automation Triggers in REsimpli for what each does and for the Full AI Team subscription requirement on the two AI intent triggers.
Other Triggers
Tags
Triggers when any of the selected tags are added to an Agent contact.
Target County
Triggers when a selected Target County is added to the agent.
Target City
Triggers when a selected Target City is added to the agent.
Target State
Triggers when a selected Target State is added to the agent.
Target ZIP
Triggers when a selected Target ZIP code is added to the agent.
New Agent Appointment
Triggers when a new appointment is scheduled with an Agent contact.
How Target Location Triggers Behave
The four target location triggers fire when a location is added or updated and matches your condition.
Existing target locations do not enrol an agent. A new qualifying location event has to occur after the automation is active.
Once enrolled, removing the location does not remove the agent. They continue through the automation steps.
Manual Assignment
Lets Agent contacts be assigned to an automation by hand, individually or through supported bulk actions.
Only Manual Assignment automations can be bulk assigned, and the account-wide limit is 100 records per day.
Things to Watch
Agent triggers are identical to Buyer triggers, apart from the appointment trigger being New Agent Appointment rather than New Buyer Appointment. If you have built a buyer workflow, the agent equivalent works the same way.
Agent Status Change needs an existing agent. A new agent created directly into that status fires New Agent Contact instead.
Agent lists are usually short. Consider whether an automation is worth building, or whether the volume makes manual outreach more appropriate.
Full Trigger List
New Agent Contact
Agent Status Change
Activity Trigger — Incoming SMS · Incoming Call · Direct Mail · Outgoing Call · Outgoing SMS · Appointment Outcome
Other Triggers — Tags · Target County · Target City · Target State · Target ZIP · New Agent Appointment
Manual Assignment