Triggers: how a Flow starts

Michael

Michael

Last updated on Jun 26, 2026

πŸ“ Where to find it: Reach your customers β†’ Flows β†’ (open a Flow) β†’ trigger block at the top

The trigger is the event that makes a contact enter the Flow. Madyis Hub offers several entry points: a CRM event, a scheduled import, an entry URL (webhook) or a manual launch.

How it works

For event triggers, Madyis Hub continuously listens to what happens in your account and automatically enrolls the right contact as soon as the event occurs. By default, a contact enters a given Flow only once (re-enrollment policy "never"), to avoid following up with them in a loop. You can relax this rule in the Flow settings.

Step by step

  1. Open the Flow, then click the trigger block at the very top of the tree.
  2. In the right-hand panel, choose "How the flow starts".
  3. Event triggers: New contact created Β· New conversation Β· Conversation resolved Β· Lead stage changed Β· Contact added to a folder.
  4. For "New conversation" or "Conversation resolved", you can filter by channel (website, WhatsApp, Instagram, Facebook, email, SMS) β€” otherwise all channels count.
  5. For "Lead stage changed", choose a specific target stage (or leave empty for any stage).
  6. For "Contact added to a folder", select the relevant folder.
  7. For a manual start, leave the type as "Manual" and enroll contacts yourself with "Test" or "Launch for a folder".

Good to know

  • The "Lead stage changed" trigger is ideal for reacting when a lead moves to "Qualified" in your Pipeline.
  • Some steps (reminder, assignment, AI) only work if the Flow starts with a conversation: the editor warns you if that's not the case.
  • The default re-enrollment is "once ever": no risk of following up with the same contact twice.