Every Intent Signal. An Instant Agent Response.
Behavior Triggers tell your AI Agent exactly when to act, a stage change, form submit, email open, or 48 hours of silence. No manual kick-off. No missed follow-up. Every lead keeps moving.
Based on aggregated data from Geta.ai customers across Real Estate, Education, E-Commerce, and Finance verticals. Individual results may vary.
CRM Stage Triggers
Fire instantly when a lead advances in the pipeline
Behavioral Event Triggers
Opens, clicks, replies, form submits, all captured
Time-Based Rules
Re-engage contacts that go quiet after N hours/days
AND/OR Condition Logic
Combine multiple conditions for precision targeting
Contact Property Triggers
React to any CRM field update, budget, plan, stage
Audience Filters
Segment-based filters, different journeys per cohort
Re-Enrollment Controls
Cooldown windows prevent over-messaging
Trigger Analytics
ROI and CAC broken down by trigger type
CRM Stage Triggers
Fire instantly when a lead advances in the pipeline
Behavioral Event Triggers
Opens, clicks, replies, form submits, all captured
Time-Based Rules
Re-engage contacts that go quiet after N hours/days
AND/OR Condition Logic
Combine multiple conditions for precision targeting
Contact Property Triggers
React to any CRM field update, budget, plan, stage
Audience Filters
Segment-based filters, different journeys per cohort
Re-Enrollment Controls
Cooldown windows prevent over-messaging
Trigger Analytics
ROI and CAC broken down by trigger type
What's inside
Every trigger type your team needs, built in.
Behavior Triggers give you a complete event-detection layer across your CRM, messaging channels, and external systems, so no intent signal ever goes unanswered.
Respond to Every Signal Before the Moment Passes.
Intent signals have a half-life. A lead who just submitted a form is 21× more likely to convert if contacted within 5 minutes than within 30 minutes. Geta.ai's Behavior Trigger engine is event-driven, not batch-based, so every qualifying action immediately enrolls the contact into the right Journey. No waiting, no manual review, no missed opportunities.
- Sub-second trigger latency from event detection to Journey enrollment
- Supports CRM stage, behavioral, time-based, and webhook trigger types
- Multiple Journeys can listen for the same event with different filters
- Enrollment deduplication prevents contacts from entering twice
Configured triggers
Stage Change
Lead Stage → Qualified
Welcome + Proposal sequence
Behavior
Email Opened + Link Clicked
Hot Lead nurture flow
Time-based
No reply in 48 hours
Re-engagement sequence
Event
Form submitted: Demo Request
Demo prep sequence
Live, just fired
Priya Sharma: Lead Stage → Qualified
Stage: New Lead
Trigger
Wait 15 min
Delay
Send Welcome Email
Action
Email Opened?
Condition
WhatsApp Follow-up
Not opened
Send Proposal
Opened
Stage → Qualified
Update CRM
The Right Channel, at the Right Moment, Every Time.
Triggers enroll contacts into multi-step journeys that mix Email, SMS, WhatsApp, and Voice AI in a single automated sequence. If the first channel doesn't get a response, the Journey branches to the next, so every intent signal receives follow-up on the channel most likely to convert, without your team lifting a finger.
- Email, SMS, WhatsApp, and Voice AI steps within one Journey
- Conditional branches route contacts based on engagement behavior
- Delays and send-time optimization built into every step
- CRM updates and task creation as automated actions within the flow
Know Which Triggers Drive Revenue, and Double Down.
Not all triggers are equal. Journey Analytics surfaces the conversion rates, revenue attribution, and CAC impact of every trigger type, so you know whether CRM stage triggers outperform behavioral triggers for your audience, which events produce the highest-quality enrollments, and where to build more automation. Data-driven refinement means each iteration reduces CAC further.
- Conversion rate and revenue attribution broken down by trigger type
- Enrollment volume, drop-off, and completion per Journey
- Side-by-side comparison of manual vs. trigger-driven outreach ROI
- Exportable reports for team performance reviews and board decks
Aggregate funnel, all journeys
Journey performance
New Lead Welcome
Proposal Follow-up
Re-engagement
How Behavior Triggers Work
From Signal to Journey, in Under a Second
Four steps that turn every customer action into an automated, personalized engagement sequence.
Define the triggering event
Choose from CRM stage changes, form submissions, email/WhatsApp engagement signals, contact property updates, time-elapsed rules (e.g. no reply in 48 h), or custom webhook events from your own systems. Combine conditions with AND/OR logic for precise targeting.
Fire the journey instantly
The moment a contact meets the trigger condition the corresponding Journey enrolls them, sub-second. No cron job, no nightly batch, no manual kick-off. Instant response is critical: engagement drops sharply the longer a follow-up is delayed.
Branch on what happens next
After enrollment, the Journey watches subsequent behavior and routes each contact down the appropriate branch. Did they open the email? Send the proposal. Did they go silent again? Trigger a WhatsApp or Voice AI call. Every path adapts per contact.
Measure trigger performance
Journey Analytics breaks down ROI by trigger type, so you can see which events produce the highest conversion rates, which drive the lowest CAC, and where to invest in more automation. Continuous data-driven refinement reduces cost per acquisition over time.
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