Partner Triggers

Save time and keep your partner workflows running smoothly by setting up triggers that automatically perform actions when partners move between stages in your pipeline.

What You'll Learn

• How to create triggers that respond to partner stage changes

• Setting up conditions to control when triggers run

• Adding multiple actions to a single trigger

• Tips for getting the most out of partner triggers

Before You Start

• You'll need admin access to your Journeybee account

• At least one partner stage should be set up in your pipeline

• Tags, tiers, and categories are optional but needed for some actions

What Are Partner Stage Triggers?

Partner stage triggers let you set up rules that automatically do things when partners move through your pipeline. For example:

• Automatically assign team members when a partner enters the "Active" stage

• Add specific tags when partners reach "Qualified" status

• Create follow-up tasks when partners enter the "Onboarding" stage

• Update a partner's tier when they leave a review stage

Getting to Partner Triggers

1. Go to Partners in the main menu

2. Click the Triggers tab at the top of the page

3. You'll see your partner stages shown as columns, with any existing triggers displayed within each column

Creating Your First Trigger

Step 1: Pick a Stage

Find the stage column where you want your trigger to fire and click the + Add Trigger button at the bottom of that column.

Step 2: Set Up the Trigger

A panel will open where you can set up your trigger:

Trigger Name: Give it a clear name that explains what it does (e.g., "Assign onboarding team when partner activates")

When partners: Choose when the trigger should fire:

• Enters – Fires when a partner moves INTO this stage

• Exits – Fires when a partner moves OUT OF this stage

• Enters or exits – Fires in both directions

Step 3: Add Conditions (Optional)

Conditions let you control exactly when a trigger fires based on partner details. Without conditions, the trigger fires for every partner that meets the stage change.

To add a condition:

1. Click Add condition

2. Pick the field to check (e.g., Partner Tier, Category, Platform Status, or custom fields)

3. Choose how to compare it (equals, does not equal)

4. Select the value to match

Multiple conditions: You can add several conditions and choose whether ALL must be true or ANY can be true.

Example conditions:

• Only fire for Gold tier partners

• Only fire when category equals "Technology"

• Only fire when a custom "Region" field equals "Europe"

Step 4: Add Actions

Actions are what happens when the trigger fires. You need at least one action.

1. Click Add action

2. Choose the action type:

Update Field: Change a partner detail

• Partner Tier

• Partner Category

• Partner Stage

• Platform Status (Live/Offline)

• Custom fields

Tags: Add or change partner tags

• Add to existing: Add the selected tags whilst keeping current tags

• Replace all: Remove existing tags and set only the selected tags

Assigned Users: Manage team member assignments

• Add to existing: Add users whilst keeping current assignments

• Replace all: Remove existing assignments and set only the selected users

Tasks: Create a follow-up task

• Enter the task title

• Pick task assignees (optional)

• Set priority (Low, Medium, High, Urgent)

• Set due date as days from when the trigger fires (e.g., 7 for one week)

• Add a task description (optional)

Notes: Add a note to the partner record

• Write the note content using the text editor

• Mention team members who should be notified

Step 5: Add More Actions (Optional)

You can add multiple actions that will run one after another. Use the arrow buttons to change the order or the edit/delete buttons to modify them.

Step 6: Review and Save

Before saving, check the preview at the bottom of the panel. It shows a summary of your trigger:

"When a partner Enters Qualified, if Tier equals Gold, then add tags [Priority, Enterprise] then create task "Schedule kickoff call""

Click Create Trigger to save.

Managing Triggers

Turn On or Off

Use the toggle switch on any trigger card to turn it on or off. Turned-off triggers are kept but won't run.

Edit a Trigger

Click the menu icon on a trigger card and select Edit to change its settings.

Delete a Trigger

Click the menu icon and select Delete. This cannot be undone.

Change Trigger Order

If you have multiple triggers on the same stage, they run in the order shown. The order in the column is the order they'll run.

Condition Reference

Fields You Can Use in Conditions

Comparison Options

Action Reference

Field Update Options

Tag Actions

User Assignment Actions

Task Settings

Troubleshooting

Trigger Didn't Fire

Check it's turned on: The trigger toggle must be on.

Check the direction: If set to "Enters", the trigger only fires when moving INTO the stage, not out of it.

Check conditions: If you've set conditions, make sure the partner meets all the requirements.

Give it a moment: Triggers run in the background and may take a few seconds to complete.

Actions Didn't Work as Expected

Tag actions: Make sure the tags still exist and can be used on partner records.

User assignments: Check the users are active team members.

Task not created: Make sure you've entered a task title (it's required).

Trigger Fired Multiple Times

The system prevents duplicate runs within a short time. If you're moving partners quickly through stages whilst testing, some runs may be skipped to prevent duplicates.

Tips for Success

Use Clear Names

Name your triggers clearly so your team knows what they do:

• Good: "Add Enterprise tag when reaching Gold tier review"

• Avoid: "Trigger 1" or "Tag update"

Start Simple

Begin with single-action triggers and add more as needed. It's easier to troubleshoot simple setups.

Test First

After creating a trigger, manually move a test partner through the stage to check it works as expected.

Think About Conditions

Conditions make triggers more targeted but also more complex. Make note of your logic so your team knows when triggers will (and won't) fire.

Consider Stage Direction

Think carefully about whether you want "Enters", "Exits", or "Both":

• Enters: Good for setup actions (assign team, add tags)

• Exits: Good for cleanup actions (remove temporary tags)

• Both: Use carefully to avoid unexpected duplicate actions

Document Complex Setups

If you have multiple triggers that work together across stages, make a note of the overall workflow so your team understands the complete partner journey.

Frequently Asked Questions

Can triggers fire other triggers?
Yes. If a trigger changes a partner's stage, that stage change can fire other triggers set up on the destination stage.

Do triggers run on existing partners?
No. Triggers only fire on future stage changes. They don't go back and process partners already in a stage.

Can I undo trigger changes?
Changes made by triggers are permanent. Test your triggers carefully before relying on them.

Who can create triggers?
Only admin users can create and manage partner triggers.

Are trigger runs logged?
Yes. All trigger runs are logged so you can see what happened.

How many actions can I add?
You can add multiple actions to a single trigger. They run in the order shown.

Can I use custom fields in conditions?
Yes, but only dropdown-type custom fields can be used in conditions.