For AI agents: the complete documentation index is available at https://docs.clickmax.io/en/llms.txt, the full documentation bundle is available at https://docs.clickmax.io/en/llms-full.txt, and this page is available as Markdown at https://docs.clickmax.io/en/reference/automation-triggers.md.
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  • Automation triggers

    A trigger is the event that starts an automation. Clickmax has triggers in two places:

    • Funnels — when you connect nodes on the canvas, the connection reacts to an event on the page or in the journey.
    • Automations (Message Flows) — the flow starts when the chosen event happens.

    This page lists every trigger available in both. The exact label shown in the picker may vary, and not every trigger is available in the interface today.

    Funnel triggers

    Chosen when connecting nodes on the funnel canvas.

    Behaviour on the page

    • Page viewed
    • Page scrolled
    • Time on page reached
    • Exit intent (tries to close the tab)

    Interaction with elements

    • Button clicked
    • Link clicked
    • Form submitted
    • Contact captured

    Video

    • Video interaction
    • Video started
    • Video paused
    • Video finished

    Sales and payments

    • Checkout viewed
    • Cart abandoned
    • Purchase confirmed
    • Purchase declined
    • Card declined
    • Pix generated
    • Pix expired
    • Boleto generated
    • Boleto expired
    • Refund requested
    • Refund completed
    • Chargeback recorded
    • Upsell accepted
    • Upsell declined
    • Downsell accepted
    • Downsell declined

    Subscriptions

    • Subscription created
    • Subscription cancelled
    • Subscription renewed
    • Renewal failed
    • Subscription card updated
    • Trial started
    • Trial expired
    • Trial converted into a paid subscription

    Members area

    • Member accessed the area
    • Course started
    • Lesson completed
    • Module completed
    • Course completed
    • Certificate issued

    Affiliates

    • Affiliation requested
    • Affiliation approved
    • Affiliation rejected
    • Affiliate sale

    Contacts, tags and lists

    • Contact created
    • Contact updated
    • Tag applied
    • Tag removed
    • Joined a list
    • Left a list
    • Lead score changed
    • Contact field changed
    • Contact inactive

    Email

    • Email opened
    • Email link clicked
    • Email not opened
    • Unsubscribed
    • Replied to the email

    WhatsApp

    • Message received
    • Keyword received
    • Button clicked

    Instagram

    • Comment received
    • DM received
    • Lead form submitted

    SMS

    • SMS link clicked
    • SMS replied to

    Telegram

    • Message received
    • Command sent

    Call

    • Call answered
    • Call missed

    Manual broadcast

    • Broadcast to a list
    • Broadcast to a tag
    • Broadcast to a segment

    System

    • Scheduled date and time
    • Delay after an event
    • Lead time before a date
    • Manual broadcast
    • Via API/webhook
    • Date-based (e.g. birthday)

    Automation triggers (Flows)

    Chosen in the Configure trigger step of an automation.

    Clickmax events

    Sales and checkout

    • Checkout viewed
    • Cart abandoned
    • Pix generated
    • Pix expired
    • Boleto generated
    • Boleto overdue
    • Card declined
    • Purchase paid
    • Payment attempt
    • Chargeback requested
    • Refund requested

    Subscriptions

    • Subscription created
    • Subscription cancelled
    • Subscription card changed
    • Trial expired

    Contacts

    • Contact created
    • Contact captured
    • Tag applied to the contact
    • Tag removed from the contact
    • Lead captured through a capture link

    Opportunities (pipeline)

    • Opportunity entered or left a stage
    • Opportunity won
    • Opportunity lost
    • Opportunity field changed

    Scheduling

    • Meeting scheduled
    • Meeting rescheduled
    • Meeting confirmed
    • Meeting completed
    • No-show
    • Meeting cancelled

    Members area

    • Member accessed the area
    • Course completed
    • Module completed
    • Lesson completed

    Some page and list triggers appear in the picker as coming soon and are not active yet.

    Messaging channels

    WhatsApp

    • Message received
    • Template button clicked
    • Reply received
    • Contact gone quiet
    • Service window (24h) opened
    • Window about to expire
    • Window expired

    Instagram

    • DM received
    • Comment received
    • Live comment received
    • Ad click (click-to-DM)
    • Story reply received
    • Service window opened
    • Window about to expire
    • Window expired
    • Contact gone quiet

    Telegram

    • Message received
    • Conversation started

    Voice (IVR)

    • IVR call result

    Conversations

    • Conversation started

    External platforms

    Fired by events from the platforms connected in Integrations.

    Hotmart

    • Purchase approved
    • Purchase cancelled
    • Purchase refunded
    • Chargeback
    • Purchase delayed
    • Purchase expired
    • Boleto printed
    • Cart abandoned
    • Subscription cancelled
    • Subscription switched
    • First access to the members area
    • Module completed

    Yampi

    • Order created
    • Order paid
    • Order cancelled
    • Order refunded
    • Payment declined
    • Cart abandoned

    Guru

    • Transaction approved
    • Awaiting payment
    • Under review
    • Rejected
    • Cancelled
    • Refunded
    • Chargeback
    • Blocked
    • Delayed
    • Expired
    • In recovery
    • Boleto printed
    • Test transaction
    • Cart abandoned
    • Subscription active
    • Subscription cancelled
    • Subscription expired
    • Subscription overdue
    • Subscription in trial

    Asaas

    • Payment received
    • Payment confirmed
    • Payment overdue
    • Payment refunded
    • Chargeback requested
    • Card declined
    • Subscription created
    • Subscription deleted
    • Subscription deactivated

    Hubla

    • Purchase approved
    • Refund
    • Payment failed
    • Invoice expired
    • Cart abandoned
    • Subscription created
    • Subscription cancelled

    TMB

    • Sale approved
    • Sale cancelled
    • Awaiting payment
    • Awaiting signature
    • Documentation started
    • Document attached
    • Proof of address attached
    • Selfie attached
    • Proof of life
    • Instalment selection
    • Checkout token

    Manual broadcast

    • Bulk send to a list, tag or segment.

    If it didn't work

    • The trigger does not appear in the picker: it may be marked coming soon, or it may depend on a channel or integration you have not connected yet. See Integrations.
    • The automation does not fire: confirm the trigger is active and that the matching channel or platform is connected. See Questions.
    • Error when saving the automation: see error codes and messages.