Automation Triggers and Conditions Reference Guide

Use this article when building or troubleshooting automations to understand which events can trigger an automation and which conditions can be used to further refine when it runs.

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Automation Triggers

• Triggers determine when an automation begins.

• Each automation can have one trigger.

• Triggers fall into two categories:

  • Lifecycle Triggers
  • Date-Based Triggers

Lifecycle Triggers

Lifecycle triggers run when a user action or record update occurs within Swivel.

Trigger	Description
Contact Created Only	Runs when a contact is first created
Contact Updated Only	Runs when a contact is updated • Select from the available fields that can be updated to trigger the automation
Contact Created or Updated	Runs when a contact is created or updated • Select from the available fields that can be updated to trigger the automation
Contact Note Created	Runs when a contact note is added to a contact.
Contact Opportunity Created	Runs when a new Opportunity is created for a contact.

Note

📌 Note: Lifecycle automations will not trigger off of imports or bulk updates.

Tip

🔍 Tip: Update triggers are available across several areas of Swivel, including contact details, products, appointments, events, and opportunities. The available options are shown when you configure the trigger.

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Date-Based Triggers

Date-based triggers run when a specific date stored within a record is reached.

Note

📌 Note: Swivel checks for date-based automations every hour. Depending on when the automation criteria is met, the action may not run immediately.

Trigger	Description
Birthdate	Runs based on a contact’s birthday
Product Open Date	Runs based on a product’ open date
Product Issued Date	Runs based on a product’s issued date
Product Effective Date	Runs based on a product’s effective date
Appointment Date	Runs based on an appointment date
Event Attendance Date	Runs based on an event attendance date

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Automation Conditions

Conditions are optional filters that control when an automation runs, and allow you to be more specific about which records should qualify after the trigger occurs.

Examples Include:

• Only contacts with an Active status
• Only contacts assigned to a specific state
• Only products from a specific carrier
• Only notes created by a specific user or group

Tip

🔍 Tip: Multiple conditions can be used within the same automation.

Contact Conditions

Use these conditions to filter automations based on contact information.

Condition	Description
Contact Category	Runs based on whether selected categories are Included, Excluded, or Equal to the selected values
Contact Status	Runs based on whether selected statuses are Included, Excluded, or Equal to the selected values
Contact Tags	Runs based on whether selected tags are Included, Excluded, or Equal to the selected values
Contact Lead Source	Runs based on whether selected lead sources are Included, Excluded, or Equal to the selected values
Contact Servicing Agent	Runs based on the Assigned to on the Contact. *Please note, this is different than the Agent of Record displayed on the product.
Primary Address State	Runs based on whether selected states are Included, Excluded, or Equal to the selected values
Primary Address Zip code	Runs based on whether selected zip codes are Included, Excluded, or Equal to the selected values
Contact Age	Runs based on a specific contact age *Must be a whole number

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Product Conditions

Use these conditions to filter automations based on product information.

Condition	Description
Product Institution	Runs based on if a product is associated with or not associated with the selected institution(s)
Product Offering	Runs based on whether selected products are Included, Excluded, or Equal to the selected values
Product Status	Runs based on whether selected product statuses are Included, Excluded, or Equal to the selected values

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Appointment Conditions

Use these conditions to filter automations related to appointments.

Condition	Description
Appointment Status	Runs based on whether selected appointment statuses are Included, Excluded, or Equal to the selected values
Appointment Type	Runs based on whether selected appointment types are Included, Excluded, or Equal to the selected values

Note

📌 Note: Appointment Status options are system-defined and cannot be customized.

Tip

🔍 Tip: Appointment Types are customizable. See Appointment Types to learn more.

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Marketing Event Conditions

Use these conditions to filter automations related to marketing events and attendance.

Condition	Description
Event Type	Select if you want the automation to run based on if a product is associated with or not associated with the selected institution(s)
Event Attendance Outcome	Select if you want the automation to run based on if a product (or products) are Included, Excluded, or Equal to
Event Attendance Status	Select if you want the automation to run based on if the contact’s event attendance status is Pending, Attended, Canceled, No Show, Rescheduled, or Waitlisted.
Event Attendance Registered	Select if you want the automation to run based on if registered Yes or No
Event Attendance Confirmed	Select if you want the automation to run based on if confirmed Yes or No

Note

📌 Note: Event Attendance Status and Attendance Outcome options are system-defined and cannot be customized.

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Opportunity Conditions

Use these conditions to filter automations related to opportunities.

Condition	Description
Opportunity Sales Stage	Runs based on whether selected sales stages are Included, Excluded, or Equal to the selected values
Opportunity Tags	Runs based on whether selected opportunity tags are Included, Excluded, or Equal to the selected values

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Note Conditions

The Note Created By condition is available when using the Contact Note Created trigger.

Use this condition to control which users can trigger a note-based automation.

Condition	Description
Note Create By	Includes: Runs only when the selected user(s) or members of the selected group create a note. Excludes: Runs for everyone except the selected user(s) or members of the selected group.

Tip

🔍 Tip: If users are added to or removed from a group, future automation runs automatically use the group’s current membership. Deactivated users are automatically skipped.