Trigger Actions

Actions are operations that are executed when a trigger fires.

Available Actions

Action	Description
Change Deal Stage	Move deal to another pipeline stage
Assign User	Assign manager to deal or contact
Create Task	Create task in Kommo
Send Message	Send text message to customer
Send Files	Send documents to customer
Send Email	Send email
Webhook	HTTP request to external service

Additional Actions

Action	Description
Add Tags	Add tags to deal or contact
Add Note	Add note to deal or contact
AI Message	Generate message using AI with given instruction
WhatsApp Template	Send WhatsApp HSM template

Multiple Actions

A trigger can contain multiple actions that are executed sequentially.

Example: When customer agrees to purchase:

1. Change deal stage to "Agreement"

2. Assign responsible manager

3. Create task "Call customer"

4. Send confirmation message

Execution Limit

For each trigger, you can set an execution limit — the maximum number of times the trigger can fire for one dialogue.

• No limit — trigger fires every time the condition is met

• Limit 1 — trigger will fire only once

• Limit N — trigger will fire no more than N times

How to Add an Action

1. Open the trigger editor

2. Click Add Action

3. Select action type

4. Configure action parameters

5. Click Save