New automation editor [BETA] - Available triggers, actions, and rules

The new automation editor is in beta and does not yet include all the features from the classic editor. It is currently accessible to a select group of users, but will be available to all users in the coming months.

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:

  1. A trigger
    A contact is added to a list.
  2. A rule
    Add a delay of one hour.
  3. An action
    Send a welcome email.
automations_welcome-email_schema.png

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

Contact added to list

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 or onboarding emails.

🛍️ Ecommerce

❗️ Important
The Ecommerce triggers require that you install the Brevo tracker on your website.
Cart updated

The Cart updated trigger lets a contact enter an automation when they add a product to their cart on your website. You can specify information about the products added to the cart among other filters.

Order created

The Order created trigger lets a contact enter an automation when they make a purchase on your website. You can specify information about the products bought and the order amount among other filters.

You can use this trigger to:

  • Send a purchase confirmation email.
  • Send a "Thank you" email.
  • Collect feedback after a purchase.
Cart deleted

The Cart deleted trigger lets a contact enter an automation when they remove a product from their cart on your website. You can specify information about the products removed from the cart among other filters.

💬 Conversations

Conversation ended

The Conversation ended trigger lets a contact enter an automation when they end a conversation via email or chat. You can specify the source of the conversation among other filters.

You can use this trigger to send a feedback survey.

💼 Deals

Deal created

The Deal created trigger lets a contact enter an automation when a deal is created and associated with them. You can specify the deal amount, pipeline, and stage among other filters.

You can use this trigger to send an email with an invitation for a phone, video, or in-person consultation.

Deal stage updated

The Deal stage updated trigger lets a contact enter an automation when the stage of a deal associated with them is updated. You can specify the deal amount, pipeline, and stage among other filters.

You can use this trigger to send follow-up emails to move the deal to the next stage.

🤝 Meetings

Meeting started

The Meeting started trigger lets a contact enter an automation when they join a meeting. You can specify the meeting type and URL among other filters.

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.
Meeting booked

The Meeting booked trigger lets a contact enter an automation when they book a meeting. You can specify the meeting type and URL among other filters.

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.
Meeting canceled

The Meeting canceled trigger lets a contact enter an automation when they cancel a meeting. You can specify the meeting type and URL among other filters.

You can use this trigger to send a new meeting invitation via email.

📞 Phone

Call finished

The Call finished trigger lets a contact enter an automation when they end a call. You can specify the phone line and call type among other filters.

You can use this trigger to send a follow-up email or post-call survey.

💰 Payment

Payment done

The Payment done trigger lets a contact enter an automation when they make a payment using one of your payment links. You can specify the payment link and amount among other filters.

You can use this trigger to:

  • Send a "Thank you" email.
  • Collect feedback after a purchase.

⚡ Custom

Custom event

The Custom event trigger lets a contact enter an automation when they perform a custom event you have created using the "Track" function in the API.

➡️ To learn more about custom events, check our dedicated article Track events.

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

Update contact attribute

The Update contact attribute action allows you to update a specific contact attribute with the value of your choice.

Add contact to a list

The Add contact to a list action allows you to add a contact to a specific list in Brevo.

Remove contact from a list

The Remove contact from a list action allows you to remove a contact from a specific list in Brevo.

Blocklist a contact

The Blocklist a 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.

✉️ Messaging

Send an email

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.

Send an SMS

The Send an SMS action allows you to send either transactional or promotional SMS messages to a contact.

💡 Good to know
The new automation editor only supports sending plain text SMS messages for now (no MMS).
Send a push notification
❗️ Important
The Send a push notification action is only available to Enterprise users with a Wonderpush account.

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 the notification will be sent on and schedule the notification for specific days and times.

🔗 Webhooks

Call a webhook

The Call a webhook action allows you to receive a notification and include the details of the contact who triggered the event.

💳 Wallet

❗️ Important
Wallet actions are only available to Enterprise users with a Captain Wallet account.
Send a wallet notification

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.

Move to a wallet campaign

The Move to a wallet campaign action allows you to move a contact to a specific campaign. You can also schedule the move for specific days and times.

Move to a wallet campaign and notify

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 have to meet in order to continue going through the next steps of your automation. They allow you to adapt your actions according to specific events, behaviors, or contact details.

Time delay

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.

⏭️ What's next?

🤔 Have a question?

If you have a question, feel free to contact our support team by creating a ticket from your account. If you don't have an account yet, you can contact us here.

If you’re looking for help with a project using Brevo, we can match you with the right certified Brevo expert partner.

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