The trigger is the event that starts an automation. Choose it in the Trigger card of the builder. It decides what the automation is about, a quote request or a ShopQuote, and therefore which conditions and actions you can add.
Quote request trigger
About a request a customer has just submitted. No ShopQuote exists yet.
A customer requests a quote | Fires once, when a customer submits the quote request form on your store. |
On this trigger you can read the request total, quantity, products, form answers, and email domain, and you can create the ShopQuote from the request.
ShopQuote triggers
About a ShopQuote you have built and sent, whether by hand or by an automation.
A ShopQuote is created | Fires once, when a ShopQuote is created. By you, from a request, or by another automation. |
A ShopQuote is emailed to the customer | Fires when you email the ShopQuote from ShopQuotes. |
A ShopQuote is viewed | Fires every time the customer opens the quote page. Not just the first time. |
A ShopQuote checkout link is clicked | Fires every time the customer clicks through to checkout. |
A ShopQuote is accepted (Completed) | Fires once, when the customer completes checkout and the order is placed. |
A ShopQuote expires unaccepted | Fires once, when the expiration date passes without an order. |
A ShopQuote QR code is scanned | Fires every time the quote's QR code is scanned. |
Note: Viewed, checkout clicked and QR scanned are repeating events. An automation on one of them runs on every occurrence that passes its conditions. Add a condition such as Times viewed greater than 3, or a Quote tag check, if you want it to act only once.
What the trigger changes
The builder hides anything that cannot work on the trigger you picked.
Create the ShopQuote from the request | Only on the quote request trigger, and only once per automation. |
Discount, expiration, tag and note on the ShopQuote | Need a ShopQuote. Available on every ShopQuote trigger, or after a Create action on the request trigger. |
Tag the customer in Shopify | Only on ShopQuote triggers, where a Shopify customer is known. |
Form answer condition | Only on the quote request trigger, where the form answers exist. |
Times viewed condition | Hidden on A ShopQuote is created, where the count is always zero. |
Accepted (Completed) trigger | Discount, expiration, tag and note are hidden. The quote is done. Only email actions remain useful. |
Changing the trigger later
If you switch a saved automation to a different kind of trigger, conditions and actions that no longer apply are removed. Check the Summary card before saving.