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Using triggers to automate workflows in Insites
Using triggers to automate workflows in Insites

Triggers help you automate common actions in Insites

Andrew Waite avatar
Written by Andrew Waite
Updated over a week ago

Triggers are available to our Enterprise partners. Please contact your Customer Success Manager to find out more.

Triggers are a helpful automation tool within Insites that help you to save time and connect Insites to other products or services.

A trigger is made up of an event (the thing that causes the trigger to fire) and an action (the thing you want to happen as a consequence).

Very simply put: when A happens, do B.

Here are some examples of triggers you could set up:

  • When an audit is generated & they don't have Google Ads -> Add an ads product to the proposal

  • When an audit completes -> Push the data to your CRM

  • When a lead generates an audit -> Email your sales inbox

Triggers are attached to an account, not an individual user. A trigger that's added to your account will run for all users.

How to access Triggers

Triggers can be added from your account settings. To access this:

  1. Click your profile icon top right, from any page

  2. Select Account Settings from the drop-down menu

  3. Choose API & Integrations from the top menu

  4. Choose Triggers from the left menu

Adding a trigger

Hit add a new trigger and you'll be walked through the steps to add a trigger. The trigger builder is broken down into 5 steps:

  • Event - what should cause this trigger to run

  • Rules - should this trigger only fire under specific circumstances

  • Actions - what should we do when the trigger is fired

  • Config - name the trigger, so you can identify it later

  • Confirm - review the selections you've made and confirm creation of the trigger

Selecting an event

The first panel will ask you to select the event that will cause your trigger to run. Currently available triggers are:

  • On completion of a business report - this will fire when ANY report is generated in your account, whether via a sales agent, batch or via the lead generation widget

  • On completion of a lead gen report - this will fire for lead generation reports that are generated

  • On form completion on a lead gen report - if you have a secondary data collection form on your lead generation report, this event will fire when that form is submitted

  • On share of a report via email - this will fire when a report is shared by any user via email

Can't see the event you want for your trigger? Let your Customer Success Manager know, we appreciate the feedback so that we can make triggers better in the future.

Trigger delays

You can optionally add a delay for the trigger. This will mean that the action will be triggered some time later. An example of how you might use this is as follows: when a report is shared via email, 2 days later send a follow up email.

Adding rules

If you want your trigger to apply every time the event occurs, you can skip this step.

If, however, you would like to control when the trigger applies (e.g. only when the audit finds broken links, or only when the audit finds the website is slow) then you can use our rule builder to ensure the trigger only fires when your criteria are met.


Right now the following actions are provided:

  • Add a product to the proposal - Use this to automate the creation of proposals based on the contents of the audit

  • Send an email notification - Use this to send an email to a customer as a follow-up, or a notification to your sales team

  • Post data to a URL - Use this to push the data into other systems, or cause other follow-up actions to occur

You can add multiple actions to occur for one trigger (e.g. when this trigger fires, send me an email AND post the data to my CRM).

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