> ## Documentation Index
> Fetch the complete documentation index at: https://chatbotx.io/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Triggers and Actions

> Learn how to set up Triggers and Actions in ChatbotX to automate responses when events happen to your contacts.

**Triggers & Actions** helps you build automation rules like: *"When X happens -> the system automatically does Y"*, without needing someone to monitor or handle the task manually.

For example:

* When a customer gets the Tag "VIP" -> automatically transfer the chat to a human agent
* When a customer subscribes to a Sequence -> automatically add the Tag "Being nurtured"
* When a new contact comes in through an Entry Point Link -> automatically start a welcome Flow

Open **Triggers** from the menu to get started.

## How to create a Rule

1. In the left menu, open **Triggers**.
2. Click **+ Create Rule** to create a new rule.

<Frame>
  <img src="https://mintcdn.com/chatbotx/6419eoAF_uo2OCBi/images/image-129.png?fit=max&auto=format&n=6419eoAF_uo2OCBi&q=85&s=1b2cea887dfcc53aeaefec64abb9e0bd" alt="triggers_create" width="2999" height="1200" data-path="images/image-129.png" />
</Frame>

3. You will see an interface split into 2 columns:
   * **When this happens**
   * **Actions**

<Frame>
  <img src="https://mintcdn.com/chatbotx/6419eoAF_uo2OCBi/images/image-130.png?fit=max&auto=format&n=6419eoAF_uo2OCBi&q=85&s=d5efcb9fe822e62d77633c3d4baffdc6" alt="triggers_rule" width="3014" height="1815" data-path="images/image-130.png" />
</Frame>

## Left column: When this happens

Click **+ Add Condition**, then choose the event you want to monitor. Conditions are grouped by topic:

### Tags

| Condition       | Meaning                              |
| --------------- | ------------------------------------ |
| **Tag Applied** | When a Tag is applied to a contact   |
| **Tag Removed** | When a Tag is removed from a contact |

### Custom Fields

| Condition                               | Meaning                                                                              |
| --------------------------------------- | ------------------------------------------------------------------------------------ |
| **Custom Field Changed**                | When the value of a Custom Field changes                                             |
| **DateTime Based Trigger**              | Trigger at a specific date or time, such as sending a reminder before an appointment |
| **Conversation transferred to human**   | When a chat is transferred to a team member                                          |
| **Conversation transferred to bot**     | When a chat is handed back to the Bot                                                |
| **New Contact**                         | When a new contact is created                                                        |
| **Contact Unsubscribed From Broadcast** | When a customer unsubscribes from Broadcasts                                         |
| **Archived**                            | When a conversation is archived                                                      |
| **Follow Up**                           | When a conversation is marked for follow-up                                          |
| **Conversation Assigned**               | When a conversation is assigned to a person or team                                  |
| **Conversation Unassigned**             | When a conversation is unassigned                                                    |

### Sequences

| Condition                      | Meaning                                      |
| ------------------------------ | -------------------------------------------- |
| **Subscribed To Sequence**     | When a customer subscribes to a Sequence     |
| **Unsubscribed From Sequence** | When a customer unsubscribes from a Sequence |

### Entry Point Link

| Condition                             | Meaning                                                        |
| ------------------------------------- | -------------------------------------------------------------- |
| **Contact Referred A New Contact**    | When a contact refers a completely new contact                 |
| **Contact Referred Existing Contact** | When a contact refers someone who already exists in the system |

## Right column: Actions

Click **+ Add Action**, then choose what the system should do automatically when the conditions are met:

| Action                             | What the system does                |
| ---------------------------------- | ----------------------------------- |
| **Add Tag**                        | Apply a Tag to the contact          |
| **Remove Tag**                     | Remove a Tag from the contact       |
| **Set Custom Field**               | Write a value into a Custom Field   |
| **Clear Custom Field**             | Clear the value from a Custom Field |
| **Start Another Flow**             | Start any Flow you choose           |
| **Transfer Conversation to Human** | Transfer the chat to a team member  |
| **Google Sheets**                  | Write contact data to Google Sheets |

## Real example

**Scenario:** You want to automatically save a new contact's name into Google Sheets when the contact comes in from an ad.

| Step      | Setup                                                  |
| --------- | ------------------------------------------------------ |
| Condition | New Contact                                            |
| Action    | Google Sheets -> choose the sheet and matching columns |

Result: every time a new customer messages you from an ad link, the name and other details are added to the sheet automatically, with no manual copy and paste.

> **Note:** A Rule can combine multiple Conditions and multiple Actions at the same time. The system only triggers the Rule when **all** conditions are met together.