Meet Triggers in SalesRender in 5 Minutes

3 minutes

Triggers in SalesRender are smart bots that automatically perform specific actions when certain events occur. To create a trigger, you simply define what event should happen and what actions to execute

Examples of trigger events:

A new order is created (fires for all new orders)
An order is updated
A timer is activated inside the order
Logistics tracking status is changed

Examples of trigger actions:

Update order data (change status, edit fields, etc.)
Award operator bonuses (e.g., 10% of the order value)
Send a webhook (notify an external system)
Send an SMS notification

Sounds easy, right?
This article shows how flexible and intuitive automation can be. And if you need help — just contact us.

Triggers for New Orders

Triggers with the "Created" event type can track every new order entering the system. For example:

Check if the customer is blacklisted
Detect duplicates across statuses

This allows for initial scoring. For instance, if a client placed previous orders but never picked them up, the system can mark them as unreliable.

Triggers on Order Updates

Triggers can react to any updates in the order in real time:

Send an SMS when the order status changes
Track call attempts — for example, after 5 failed call attempts, a trigger can remove the order from the callback queue

Time-Based Triggers

Triggers tied to time events offer even more automation options. You can define a precise moment for the action:

Remind the customer to pick up their order if it's been at the post office for more than 10 days
Send promotional messages or limited-time offers after a specific time interval

Logistics Triggers

Yes, even delivery and shipment updates can be automated! For example:

When the courier tracking number is updated, the customer receives an SMS with shipping details
Notify customers when the parcel arrives at the pickup location — and you can personalize messages to include not just the tracking number, but also the pickup address!
Send a thank-you SMS with a discount offer after the order is completed

Trigger Chains for Complex Scenarios

Triggers can work together to build powerful automation chains. Here’s a great example:

After a face cream order is marked as delivered, the trigger updates its status and sets a future date (e.g., 2 weeks from now)
When the date is reached, the order is moved to "Repeat Sale" status and assigned to an operator
If the operator successfully sells a second product — they earn a 10% bonus