Triggers — the five ways a workflow starts
New lead, disposition change, booking created, no-show, or manual. Each can be filtered.
New lead arrives
Fires the moment a matching lead is created (from a campaign, import, or webhook). Filter by product, campaign, and/or source. This is how you say 'every new Final Expense lead from Facebook → run this nurture.'
Disposition change
Fires when a lead's disposition changes. Filter by the disposition it changed to (e.g. 'interested', 'no answer') and optionally what it changed from. Catches the change no matter who made it — rep, the AI, or a cron — because it's detected at the database level.
Booking created & no-show
Booking created fires when an appointment is booked for a matching lead (great for confirmation/reminder sequences). No-show fires when a lead misses a booked appointment (great for automatic rebook outreach).
Manual
No automatic start — you enroll specific leads by hand. Useful while you're testing a workflow, or for one-off campaigns you drive yourself.
Where this lives in the app
This is documentation for Virtual Closer. Book a walkthrough or sign in.