Before you can set up triggers in Outreach.io for your Safety Net custom field you must have first carried out the relevant integration here as well as enabled your custom fields in Outreach and Allegrow using our guidance here.

Utilising triggers inside of Outreach.io can help you manage the preventions made by the Safety Net in Allegrow and utilise them further to help with your overall outbound motion.

When a prevention has been made by the Safety Net you may want to automate movement into another sequence or create a task for the contact owner.

You can follow our guidance here to set these up:

1) Log into your Outreach.io Admin account.

2) Select 'Administration' on the left-hand side navigation pane and scroll down to 'Triggers'

3) Select 'Add Trigger' in the top right-hand corner. This will then take you through to the screen where we can customise the trigger.

4) Name the trigger based on what you're setting up.

5) Under 'Set trigger event' you'll want to set 'Object' as Prospect and the 'Event' as Created or Updated.

6) Under 'Define trigger actions settings' you'll want to set the 'Target' as Prospect and the 'Frequency' as run indefinitely.

7) For 'Select trigger conditions and actions' we would recommend selecting the Custom field that you have preselected using our guidance here to update following Safety Net prevention.

You can select a prevention code from the list below and copy and paste this inside the relevant field.

8) Under 'Actions' you can then personalize the action that you wish to take based on the prevention and our comprehensive guidance here. Some suggestions could be

9) Once you've decided on the action you can then set the trigger live and this will work alongside and compliment the Allegrow Safety Net.

Any questions or if you'd prefer to do this on a call please reach out to your Customer Success Manager or email <support@allegrow.co>.