Automationsintermediate

Trigger types reference

Every event Atender can trigger an automation on, grouped by the type of context it gives the rule (conversation, tag, case, SLA, schedule, business hours).

May 10, 2026

Trigger types reference

Every automation has exactly one trigger. The trigger sets the type of context the rest of the rule works with — a conversation event gives you the conversation, contact, channel, and message; a case event gives you the case; a schedule event gives you a snapshot of everything matching the criteria.

This reference lists every trigger Atender supports, grouped by event type.

Conversation events

  • Conversation created — A new conversation is opened on any channel
  • Message received — A new inbound message arrives on an existing conversation
  • Status changed — Conversation moves between statuses — active, snoozed, done, archived
  • Agent assigned — An agent is set or reassigned on a conversation
  • Team assigned — A customer service team is set or reassigned
  • Channel updated — Conversation moves to a different channel (e.g. chat → email handoff)
  • Customer level changed — Contact’s customer tier changes (e.g. promoted to VIP)

Tag events

  • Tag added — Any tag — or a specific tag if you filter in conditions — is applied to a conversation
  • Tag removed — A tag is removed

Case events

  • Case created — A new case is opened
  • Case stage changed — Case moves between workflow stages
  • Case closed — Case is marked closed
  • Case reopened — A previously closed case is reopened
  • Case priority changed — Priority is set or changed

SLA events

  • SLA at risk — A target is approaching its deadline (configurable lead time)
  • SLA breached — A target’s deadline has passed without being met
  • SLA resolved — A target is met before breach

Schedule events

Cron-style time-based triggers. Useful for nightly cleanup, weekly digests, recurring outbound batches.

  • Schedule — “Every weekday at 09:00”, “Every day at 02:00”, “First of the month at 06:00”

A schedule trigger evaluates against historical data at run time — it gives the rule a snapshot of every conversation/case currently matching its conditions, then runs the action sequence against each one.

Business hours events

  • Business hours opened — The transition from outside-hours to inside-hours, per the opening hours for the workspace
  • Business hours closed — The transition from inside-hours to outside-hours

Picking the right trigger

The most common mistake is picking Conversation created when you actually want Message received. The first only fires once per conversation; the second fires on every inbound message. If your automation needs to react to ongoing back-and-forth (auto-tag based on content, escalate on a keyword, etc.), use Message received.

For after-hours auto-replies, prefer using Message received with a schedule restriction set to “outside business hours” rather than the Business hours closed trigger — the latter only fires on the transition itself, not on each message that arrives while closed.

See also

Tags

Reference

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