December 5, 2025 • AI
We are excited to announce the release of Enhanced Automation Actions and Triggers, now available in Active Intelligence. This update significantly expands your automation capabilities, enabling you to prompt Active Intelligence to build more sophisticated customer journeys with a comprehensive set of new triggers, actions, and workflow enhancements.
Key Features
New Triggers:
- Tag is removed
- Site visited
- Replies to email
- Contact field changes
- Score changes (track when contact or deal scores cross thresholds)
New Actions:
- Send notification email
- Webhook
- Add a note
- Adjust a contact score
- Jump to (navigate between automation steps)
- End another automation
- Start another automation
- Send SMS
- Send 1-1 Email
- Add Deal
- Add Deal Task
- Adjust Contact/Deal Score
Workflow Enhancements:
- Create automations with multiple triggers
- Specify Campaign names for any Email trigger
- Add or remove multiple tags in a single action
Benefits
-
Greater flexibility
Build complex, multi-step customer journeys that respond to a wider range of customer behaviors and data changes, all through natural language prompts to Active Intelligence. -
Improved integration
Connect your automations across channels with SMS capabilities, CRM deal management, and webhook integrations for seamless workflow orchestration. -
Better segmentation
Leverage multiple triggers and campaign-specific configurations to create more precise, targeted customer experiences.
Use Cases
Ask Active Intelligence:
-
Landing page lead follow-up
"Follow up with my landing page leads with a few text messages" -
Outbound nurturing
"Create me an outbound nurturing sequence for my leads" -
Pipeline management
"Add a new deal to my pipeline when someone fills out my form" -
High-intent notifications
"When my Web Score goes above 100, notify me" -
Task assignment
"Assign me a task when someone visits my website" -
Engagement scoring
"Add points to my Lead score when someone engages with my emails"
Upgrade and/or Setup Instructions
These new actions and triggers are automatically available in Active Intelligence. Simply prompt Active Intelligence to build automations using any of these capabilities, and the platform will configure them for you. No manual setup or version upgrade required.