An automation is a series of pre-defined steps that include triggers, actions, and rules. It is used to automatically complete repetitive tasks in areas such as marketing, sales, and contact management. Automations help businesses boost efficiency and productivity while ensuring accuracy.
For example, the following automation lets you send a welcome email to your contacts after they've been added to a specific list in Brevo. You can create it by adding:
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This article provides a comprehensive list of all triggers, actions, and rules available in the new automation editor ⬇️:
Triggers
A trigger is a set of conditions that decides when a contact enters an automation. When a contact meets the trigger's conditions, they enter the automation and start going through the steps.
You can set multiple triggers for an automation. In such cases, if a contact meets the conditions of at least one trigger, they enter the automation.
👤 Contacts
The Contact added to list trigger lets a contact enter an automation when they are added to a specific list in Brevo. The automation won't be triggered when a contact is moved from one list to another.
You can use this trigger to send a series of welcome emails or onboarding emails.
The Contact removed from list trigger lets a contact enter an automation when they are removed from a specific list in Brevo. The automation won't be triggered when a contact is moved from one list to another.
The Contact matches custom filters trigger lets a contact enter an automation based on the custom filters you define. The automation checks these filters daily at a time of your choosing. Contacts in who match the filters at this time will enter the automation.
You can use this trigger to:
- Try to re-engage with inactive contacts or customers.
- Send promotional offers to customers who regularly make purchases on your website.
- Remind customers of their upcoming contract or subscription renewal, etc.
The Contact is in a segment trigger lets a contact enter an automation when they meet the conditions of a specific segment you've previously created. The automation checks the segment daily at a time of your choosing. Contacts in the segment at this time will enter the automation.
You can use this trigger to:
- Try to re-engage with inactive contacts or customers.
- Send promotional offers to customers who regularly make purchases on your website.
- Remind customers of their upcoming contract or subscription renewal, etc.
The Anniversary trigger lets contacts enter the automation based on a date attribute. You can set the automation to trigger on the exact date, before the date, or after the date.
You can use this trigger to send anniversary or birthday emails, contract or subscription renewal reminders, and more.
The Contact added manually trigger allows you to manually enroll contacts in an automation from the Contacts page or their details page. This gives you full control over which contacts are included in the automation, regardless of predefined triggers.
➡️ To learn more, check our dedicated article Manually add contacts to an automation.
📄 Forms
The Form submitted trigger lets a contact enter an automation when they submit a form on your website. This form needs to be created in Brevo. You can choose a specific form name or type (subscription, unsubscription, or update profile form).
You can use this trigger to send a series of welcome emails or onboarding emails.
The Email opened trigger lets a contact enter an automation when they open one of your emails sent from Brevo. You can apply filters, such as the email name or tag.
The Link clicked in an email trigger lets a contact enter an automation when they click a link in an email sent from Brevo. You can apply filters, such as the email type, name, or link URL.
The Unsubscribed from email list trigger lets a contact enter an automation when they unsubscribe from an email list. You can apply filters, such as the email type or name.
You can use this trigger to automatically blocklist contacts from email campaigns when they unsubscribe from transactional emails, and vice versa.
🛍️ Ecommerce
The Cart updated trigger lets a contact enter an automation when they add a product to their cart on your website. You can apply filters, such as the name or price of the products added to the cart.
You can use this trigger to send an abandoned cart email.
The Cart deleted trigger lets a contact enter an automation when they remove a product from their cart on your website. You can apply filters, such as the name or price of the products removed from the cart.
The Order created trigger lets a contact enter an automation when they make a purchase on your website. You can apply filters, such as the name or price of the products bought or the total order amount.
You can use this trigger to:
- Send an order confirmation email
- Send a "Thank you" email
- Collect feedback after a purchase
💬 Conversations
The Sales email clicked trigger lets a contact enter an automation when they click a link in an email sent from a mailbox.
The Sales email opened trigger lets a contact enter an automation when they open an email sent from a mailbox.
The Conversation ended trigger lets a contact enter an automation when their conversation ends. A conversation is considered to have ended based on the following criteria:
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For emails
The conversation ends 5 minutes after receiving an email. -
For chat and socials
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If the conversation was not assigned to an agent, or if the agent joined but never replied, it ends 5 minutes after receiving a message.
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If the conversation was assigned to an agent, it ends as soon as all agents leave the conversation or close the chat, or after 30 minutes of inactivity.
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You can apply filters, such as the source of the conversation.
The Conversation started trigger lets a contact enter an automation when they start a conversation via email, chat, or socials. You can apply filters, such as the source of the conversation.
The Message received trigger lets a contact enter an automation whenever they send a message via email, chat, or social media. You can apply filters to this trigger, such as the message source.
You can use this trigger to send automated replies for emails and chat messages in Conversations.
- The message is not displayed in Conversations (e.g., if the contact must fill out a form to start the conversation, or if they are banned).
- The message is "echoed" back into Conversations (e.g., if an email is sent from Conversations to an external mailbox connected to Conversations).
💼 Deals
The Deal created trigger lets a contact enter an automation when a deal is created and associated with them. You can apply filters, such as the deal amount, pipeline, or stage.
You can use this trigger to send an email with an invitation for a phone, video, or in-person consultation.
The Deal stage updated trigger lets a contact enter an automation when the stage of a deal associated with them is updated. You can apply filters, such as the deal amount, pipeline, or stage.
You can use this trigger to send follow-up emails to move the deal to the next stage.
➡️ To learn more, check our dedicated article Create an automation after a deal stage is updated.
The Task completed trigger lets a contact enter an automation after a task associated with them is marked as done. You can apply filters, such as the task type, completion date, or due date.
🤝 Meetings
The Meeting booked trigger lets a contact enter an automation when they book a meeting. You can apply filters, such as the meeting type or URL.
You can use this trigger to:
- Send resources to the contact before the meeting, such as information about your products or services.
- Send a form to the contact to gather relevant information beforehand.
The Meeting started trigger lets a contact enter an automation when they join a meeting. You can apply filters, such as the meeting type or URL.
You can use this trigger to:
- Send a feedback survey to the contact after the meeting has ended.
- Send an email offering relevant upsell or cross-sell opportunities based on the content of the meeting you had with the contact.
The Meeting canceled trigger lets a contact enter an automation when they cancel a meeting. You can apply filters, such as the meeting type or URL.
You can use this trigger to send a new meeting invitation via email.
⭐ Loyalty
The Balance minimum value reached trigger lets a contact enter an automation when their loyalty balance reaches the minimum balance limit. You can apply filters, such as the loyalty program or balance name and ID.
The Balance maximum value reached trigger lets a contact enter an automation when their loyalty balance reaches the maximum balance limit. You can apply filters, such as the loyalty program or balance name and ID.
The Balance value updated trigger lets a contact enter an automation when their loyalty balance is updated after earning or redeeming points. You can apply filters, such as the loyalty program, balance name and ID, or transaction type and value.
The Balance value expired trigger lets a contact enter an automation when part of their loyalty balance value expires. You can apply filters, such as the loyalty program, balance name and ID, or expired value.
The Voucher created trigger lets a contact enter an automation when they are assigned a new voucher. You can apply filters, such as the loyalty program, voucher code and ID, or expiration date.
The Voucher redeemed trigger lets a contact enter an automation when they reedeem one of their vouchers. You can apply filters, such as the loyalty program or voucher code and ID.
The Voucher expired trigger lets a contact enter an automation when one of their vouchers reaches its expiration date. You can apply filters, such as the loyalty program or voucher code and ID.
The Voucher revoked trigger lets a contact enter an automation when one of their vouchers is revoked. You can apply filters, such as the loyalty program or voucher code and ID.
The Membership created trigger lets a contact enter an automation when they subscribe to a loyalty program. You can apply filters, such as the loyalty program name and ID.
The Membership year anniversary trigger lets a contact enter an automation every year on their membership subscription anniversary. You can apply filters, such as the loyalty program name and ID or subscription date.
The Membership Revoked trigger lets a contact enter an automation when they unsubscribe from or are deleted from a loyalty program. You can apply filters, such as the loyalty program name and ID.
The Tier association updated trigger lets a contact enter an automation when their subscription tier changes (e.g., from Bronze to Silver). You can apply filters, such as the loyalty program name and ID.
📞 Phone
The Call finished trigger lets a contact enter an automation when they end a call. You can apply filters, such as the phone line or call type.
You can use this trigger to send a follow-up email or post-call survey.
💰 Payment
The Payment request created trigger lets a contact enter an automation when you create a payment request associated with them.
➡️ To learn more, check our dedicated article Send payment requests to your clients.
The Payment request reminder sent trigger lets a contact enter an automation when you send them a payment request reminder.
➡️ To learn more, check our dedicated article Send payment requests to your clients.
The Payment done trigger lets a contact enter an automation when they make a payment using one of your payment links or requests. You can apply filters, such as the payment link or amount.
You can use this trigger to send a "Thank you" email or collect feedback after a purchase.
🔔 Push notifications
The Session started trigger lets contacts enter an automation when they open your website or mobile app for the first time or after 30 minutes of inactivity if they’ve already had it open. You can apply filters, such as the attribution reason, campaign ID, or notification ID.
The Push notification clicked lets contacts enter an automation when they click one of your push notifications. You can apply filters, such as the attribution reason, campaign ID, or notification ID.
The Subscribed to push notifications lets contacts enter an automation when they subscribe to receive your push notifications. You can specify the following subtypes:
- Soft: The user has temporarily disabled the display of push notifications.
- New: The user has subscribed to receive your push notifications for the first time.
The Unsubscribed from push notifications lets contacts enter an automation when they unsubscribe from your push notifications and stop receiving them. You can specify the following subtypes:
- Invalidated: The user’s device has been permanently flagged as unsubscribed by Google or Apple.
- Soft: The user has temporarily disabled the display of push notifications on their device.
💳 Wallet
The Pass installed lets contacts enter an automation when they add a pass to their mobile wallet app.
You can use this trigger to:
- Send a confirmation message after a pass is installed.
- Start a follow-up sequence.
The Pass downloaded lets contacts enter an automation when they download a pass to their device by clicking the link provided.
You can use this trigger to remind the contact to download a pass if they haven’t done so yet.
The Optin updated lets contacts enter an automation when a pass is installed or deleted.
The Status changed trigger lets contacts enter an automation when they install or delete a pass and their owner status is updated.
The Enrolled lets contacts enter an automation when they install their first pass.
The Pass status changed lets contacts enter an automation when the status of one of their wallet pass is updated, such as when it’s used, expired, or canceled.
The Anonymized lets contacts enter an automation when you anonymize them.
The Redeem failed trigger lets contacts enter an automation when they try to redeem a link but the redemption fails (for example, if the code entered is invalid or expired).
The Redeem success trigger lets contacts enter an automation when they successfully redeem a link (the code entered is valid).
The Counter value changed trigger lets contacts enter an automation when the value of a counter linked to their profile changes (for example, a balance counter).
🔔 Web Push
The Subscriber deactivated lets contacts enter an automation when they are no longer reachable (e.g., the device was reset, notifications were disabled, or the subscription expired). You can apply filters, such as the subscriber's country or device.
The Subscriber refreshed lets contacts enter an automation when their browser updates their push subscription details. You can apply filters, such as the subscriber's country or device.
The Webpush delivered lets contacts enter an automation when they receive a web push notification. You can apply filters, such as the subscriber's country or the campaign ID.
The Webpush clicked lets contacts enter an automation when they click one of your web push notifications. You can apply filters, such as the subscriber's country or the campaign ID.
The Webpush closed lets contacts enter an automation when they close one of your web push notifications. You can apply filters, such as the subscriber's country or the campaign ID.
The Subscriber added lets contacts enter an automation when they subscribe to your push notifications and are added to your contacts. You can apply filters, such as the subscriber's country or device.
🖥️ Website
The Webpage visited trigger lets a contact enter an automation when they visit a page on your website. You can apply filters, such as the webpage name or URL.
You can use this trigger to send follow-up emails when a contact visits a specific page on your website.
⚡ Custom
The Custom event trigger lets a contact enter an automation when they perform a specific action you have defined and tracked using a custom event.
➡️ To learn more about custom events, check our dedicated article Create custom events in Brevo.
Actions
Actions are the events carried out in an automation when a contact meets a trigger or rule. These encompass a range of tasks, from marketing and sales to contact management, that are executed for the contacts within the automation.
👤 Contacts
The Add contact to a list action allows you to add a contact to a specific list in Brevo.
The Remove contact from a list action allows you to remove a contact from a specific list in Brevo.
The Update contact attribute action allows you to update or delete the value of a specific contact attribute for a contact.
The Blocklist contact action allows you to automatically blocklist a contact from:
- Transactional emails sent by one or more specific senders.
- Email campaigns sent from all senders.
You can use this action to automatically blocklist contacts from email campaigns when they unsubscribe from transactional emails, and vice versa.
The Assign a user to a contact action allows you to keep track of who is responsible for each of your contacts in Brevo by automatically assigning a user from your organization as their owner. You can assign contacts to either a specific user or distribute them among several specific users using a rotation system.
➡️ To learn more, check our dedicated article Assign an owner to your contacts manually or automatically.
The Delete a contact action allows you to automatically delete a contact if they meet certain criteria. For example, you may want to automatically delete contacts that have not interacted with you in a long time.
➡️ To learn more, check our dedicated article Delete contacts.
The Update company attribute action allows you to update a specific company attribute with the value of your choice.
✉️ Messaging
The Send an email action allows you to send an email to a contact. You can select an existing email template or create a new one. The email can be personalized, such as for birthday or welcome emails.
➡️ To learn more, check our dedicated article Send an email from an automation.
The Send an SMS action allows you to send either transactional or promotional SMS messages to a contact.
The Send a push notification action allows you to send a push notification to a contact. You can select an existing Wonderpush campaign or create a new one. You can filter the platforms on which the notification will be sent and schedule the notification for specific days and times.
The Send a one-to-one email from a mailbox action allows you to reply to an email using the same mailbox it was originally received in. You can choose the mailbox, customize the subject line and message content, and schedule the email to be sent on specific days and at specific times.
The Send a WhatsApp message action allows you to automate the sending of WhatsApp messages to your contacts. You can only select WhatsApp templates that have already been approved by Meta. Your WhatsApp messages can be personalized, such as birthday or welcome emails.
➡️ To learn more, check our dedicated article Send WhatsApp messages through an automation.
The Notify by email action allows you to send internal notifications to specific contacts or to recipients defined in contact attributes. You can use an existing template created with the simple editor or write new content directly in the automation editor.
🔗 Webhooks
The Call a webhook action allows you to create an outbound webhook from an automation to send a real-time notification with event data from Brevo to an external app when a contact reaches this step. You can also choose to include contact details in the notification.
➡️ To learn more, check our dedicated article Send outbound webhooks from an automation.
💼 Deals
The Create a task action allows you to automatically generate a task after a specific action is performed. You can define the task type, title, due delay and time, owner, and note directly from the automation.
➡️ To learn more, check our dedicated article Create an automation to automatically create tasks.
The Update deal attribute action allows you to update a specific deal attribute with the value of your choice. You can choose to update the attribute of a contact’s:
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The Duplicate a deal action allows you to automatically duplicate the most recent deal associated with a contact. All deal attributes, notes, and associated objects are replicated in the new deal. You can define the deal pipeline and stage, and even add a prefix to better identify deals duplicated through this action.
You can use this action to re-create lost deals, giving you another opportunity to win them back.
The Create a deal action allows you to automatically generate a deal after a specific action is performed. You can define the deal pipeline, stage, name prefix, owner, and follow-up task. Additionally, the deal can be assigned to an owner using a rotation system.
➡️ To learn more, check our dedicated article Create an automation to automatically create deals.
↪️ Automations
The Start another automation action allows you to enroll a contact into a different automation before they continue in the current one. You can choose the exact step in the other automation where the contact will enter. This helps avoid duplicating steps across automations and keeps each workflow focused on its specific purpose.
For example, in an onboarding email series for new customers, you might offer a demo session after introductory emails. Using the Start another automation action, engaged customers interested in the demo are enrolled in a separate automation focused on demo scheduling, while the main automation exclusively introduces product features.
The Redirect contact to another step action allows you to move a contact directly to a different step within the same automation. After being redirected, the contact will continue through the automation from the selected step.
💳 Wallet
The Send a wallet notification action allows you to send a push notification to a contact's mobile phone via their Wallet app (Apple Card or Google Wallet). You can also schedule the notification for specific days and times.
The Move to a wallet campaign action allows you to move a contact to a specific campaign. You can also choose to schedule the move for specific days and times.
The Move to a wallet notification and notify action allows you to move a contact to a specific campaign and send a push notification to their mobile phone via their Wallet app (Apple Card or Google Wallet) simultaneously. You can also schedule the move and notification for specific days and times.
Rules
A rule is a condition your contacts must meet in order to proceed to the next steps of your automation. Rules allow you to adapt your actions according to specific events, behaviors, or contact details.
The Time delay rule allows you to specify how long a contact will wait before proceeding to the next step of the automation. You can add this rule before any action and add a time delay of # minutes/hours/days/weeks/months to make it seem less automatic and more personalized.
To ensure optimum performance, the minimum delay is 1 minute.
The Conditional split rule allows you to create more complex automations and guide contacts down different paths. You can configure it based on specific events, behaviors, or contact details. Depending on whether contacts meet the condition, they will follow different paths through your automation.
➡️ To learn more, check our dedicated article Add a conditional split to an automation based on contact details and behavior.
The Percentage split rule allows you to A/B test different paths or distribute contacts between two branches of an automation. When a contact reaches a percentage split, they will be randomly assigned to one of the two branches based on the specified percentages.
➡️ To learn more, check our dedicated article Add a percentage split to an automation for A/B testing and random distribution.
The Wait until an event happens rule allows you to delay an action until a specific event happens. For example, you can wait until a contact is added to a specific list before they proceed through the next steps. You can also set a time limit for how long the contact should wait for the event. If the event does not happen within the specified time, the contact will proceed to the "No" branch.
⏭️ What's next?
🤔 Have a question?
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