Automation triggers define when a workflow should start.
NextCRM includes triggers from WordPress, NextCRM, WooCommerce, Easy Digital Downloads, forms, SureCart, and popular LMS plugins.
You can select triggers while creating a new automation.
WordPress Triggers
WordPress triggers allow you to start automations based on WordPress user or post activity.
Available WordPress triggers may include:
- Create WP User
- Update User
- Delete WP User
- Change User Role
- Create Post
- Update Post
- Delete Post
- Update Post Meta
Create WP User
This trigger runs when a WordPress user is created.
It can be used to:
- Create a matching CRM contact
- Send a welcome email
- Assign a list or tag
- Start onboarding automation
Update User
This trigger runs when an existing WordPress user is updated.
Use this when you want to react to profile changes or user data updates.
Delete WP User
This trigger runs when a WordPress user is deleted.
It can be used to update or remove related CRM data.
Change User Role
This trigger runs when a user role changes.
Example use cases:
- Send a different email after a user becomes a customer
- Add a tag when a user becomes a subscriber
- Start a new workflow when user access changes
Post Triggers
Post triggers can run when a post is created, updated, deleted, or when post meta changes.
These are useful for content-based workflows or custom post type actions.
NextCRM Triggers
NextCRM triggers run based on contact activity inside NextCRM.
Available NextCRM triggers may include:
- New Contact
- Delete Contact
- Update Contact
- Add List
- Remove List
- Add Tag
- Remove Tag
- Change Status
New Contact
This trigger runs when a new contact is created.
Common use cases:
- Send a welcome email
- Add a default tag
- Assign a list
- Start a lead nurturing workflow
- Send an internal notification
Update Contact
This trigger runs when a contact is updated.
Use this when you want to start an automation after important contact information changes.
Delete Contact
This trigger runs when a contact is deleted.
It can be used for cleanup or internal tracking workflows.
Add List
This trigger runs when a contact is added to a list.
Example:
If a contact is added to the Newsletter Subscribers list, NextCRM can send a welcome campaign automatically.
Remove List
This trigger runs when a contact is removed from a list.
You can use this to stop a related funnel or update contact data.
Add Tag
This trigger runs when a tag is added to a contact.
Example:
If a contact receives the High Intent tag, you can send a follow-up email or notify your sales team.
Remove Tag
This trigger runs when a tag is removed from a contact.
This is useful when contact behavior changes and they should no longer stay in a specific workflow.
Change Status
This trigger runs when a contact status changes.
Example statuses may include:
- Subscribed
- Bounced
- Complained
- Pending
- Unsubscribed
WooCommerce Triggers
WooCommerce triggers allow you to run automation based on store order activity.
Available WooCommerce triggers may include:
- Create Order – Woo
- Update Order – Woo
- Delete Order – Woo
- Order Status – Woo
Create Order – Woo
This trigger runs when a new WooCommerce order is placed.
Use cases:
- Send order follow-up emails
- Add customer tags
- Start post-purchase sequences
- Update contact type to customer
Update Order – Woo
This trigger runs when an order is updated.
Use this when you want to respond to order changes.
Delete Order – Woo
This trigger runs when an order is deleted.
It can be used for cleanup or admin workflows.
Order Status – Woo
This trigger runs when an order status changes.
Example use cases:
- Send email after order completed
- Add tag after payment completed
- Remove tag after cancelled order
- Start review request after delivery
Easy Digital Downloads Triggers
Easy Digital Downloads triggers work with EDD order activity.
Available triggers may include:
- Create Order – EDD
- Update Order – EDD
- Delete Order – EDD
- Order Status – EDD
Use these triggers when you sell digital products through Easy Digital Downloads and want to automate follow-up emails, customer tagging, or purchase-based workflows.
Forms Triggers
Forms triggers allow NextCRM to create contacts and start automations when a form is submitted.
Supported form triggers may include:
- WPForms
- Contact Form 7
- Gravity Forms
- Elementor Forms
- Ninja Forms
- Fluent Forms
- Sure Forms
- Bit Forms
- weForms
- JetFormBuilder
- Formidable Forms
- NextCRM Forms
Form Submission Trigger
When a supported form is submitted, NextCRM can create a new contact and run an automation.
Use cases:
- Send a welcome email
- Add a lead tag
- Assign a contact list
- Start a follow-up sequence
- Send SMS
- Notify your team
SureCart Triggers
SureCart triggers allow you to run automations based on SureCart order and purchase activity.
Available SureCart triggers may include:
- Create Order – SureCart
- Update Order – SureCart
- Purchase Created – SureCart
- Purchase Updated – SureCart
- Purchase Revoked – SureCart
Purchase Created – SureCart
This trigger runs after a successful SureCart purchase.
Use it to:
- Send a purchase confirmation email
- Add a customer tag
- Start onboarding
- Assign customer list
- Update contact type to customer
Purchase Revoked – SureCart
This trigger runs when SureCart purchase access is revoked.
Use it to:
- Remove customer tags
- Stop access-related funnels
- Send account update emails
- Update contact status or type
LMS Triggers
NextCRM supports automation triggers for LMS plugins.
Supported LMS trigger groups may include:
- Tutor LMS
- LearnDash
- LifterLMS
- Academy LMS
- LearnPress
Common LMS triggers include:
- Course enrolled
- Course completed
- Lesson completed
- Quiz completed or quiz finished
Course Enrolled
This trigger runs when a student enrolls in a course.
Use cases:
- Send course welcome email
- Add student tag
- Assign course-specific list
- Start lesson reminder sequence
Course Completed
This trigger runs when a student completes a course.
Use cases:
- Send completion email
- Ask for feedback
- Offer next course
- Add completed-course tag
Lesson Completed
This trigger runs when a student completes a lesson.
Use it for progress-based emails or engagement tracking.
Quiz Completed
This trigger runs when a student finishes or completes a quiz.
Use it to send result-based follow-up emails or update contact segmentation.