---
title: Choose workflow triggers and actions in Infinity3
description: "Choose a trigger that matches your business event, then add the steps you want Infinity3 to carry out. #### Before you start You’ll need an existing draft workflow and a clear description of the process. #### Choose the trigger 1.…"
url: "https://www.infinity3.co.uk/help/choose-workflow-triggers-and-actions-in-infinity3/"
updated: "2026-10-07"
category: "Infinity3 Platform / Automations & Workflows"
---

# Choose workflow triggers and actions in Infinity3

Choose a trigger that matches your business event, then add the steps you want Infinity3 to carry out.

#### Before you start

You’ll need an existing draft workflow and a clear description of the process.

#### Choose the trigger

1. Open **Automation** → **Workflows** and select the workflow.
2. Click **Add New Trigger**.
3. Select the event, such as **Form Submitted** or **Pipeline Stage Changed**.
4. Add filters for the specific form, pipeline or stage where applicable.
5. Save the trigger.

For example, use a form filter so an enquiry workflow responds to your enquiry form rather than every form.

#### Add actions

1. Click the **+** at the point where you want the next step.
2. Choose the action, such as **Send Email**, **Add Task** or an internal notification.
3. Complete the required fields.
4. Save the action and workflow.

Check the recipient carefully: an internal notification and a customer email serve different purposes.

#### Add timing or conditions

Use a **Wait** action for a delay. Use **If/Else** to create different paths based on conditions.

Keep each path clear and check what happens when a condition isn’t met.

#### Things to know

- Trigger filters control entry; If/Else conditions control the path after entry.
- An action needs the relevant contact or event information to work.
- Changes to stage-based automations can affect customer follow-up.

Save and test every path you expect to use before publishing.