A trigger is an event within an app that starts a Zap. Once you’ve turned your Zap on, Zapier will wait for that trigger event to start a workflow. Below you'll find a list of available triggers that Charlie Ai app currently supports. 

Triggers

Intro Responsee

Triggered whenever there is a lead that responded to Charlie's intro message. Use this to:

• Log responses in your CRM

• Notify your sales team via Slack or email

• Update lead status in project management tools

• Leads Exclusion in Pod workflow or Task/Queue used by their SDR/Intakers/CSR

CTA Reached

Activated when a lead reaches a Call-to-Action (CTA) in your Charlie sequence. Perfect for:

• Sending follow-up emails through your email platform (the CTA tagging in Charlie is being used as Qualified Lead or Interested tagging)

• Creating tasks for manual follow-up

• Adding leads to specific marketing campaigns

DQ Reached

Fires when a lead is disqualified (DQ) during the Charlie process. Use this to:

• Remove leads from active campaigns

• Update lead status in your database

• Send notifications to relevant team members

Booking Made

Triggered when a lead successfully books a meeting or appointment. Ideal for:

• Adding calendar events to team schedules

• Sending confirmation emails

• Creating preparation tasks for the scheduled meeting

• Removing the leads from their lists of leads to be called or Contact Unsuccessful marketing campaign

• Updating the Lead Status in their CRM to Booked or Qualified and other suitable lead status

• Slack Notification

Voice Call Ended

Generates a Zap after the call ends, automatically triggers a set of actions. It is used to send call transcripts, recordings, summaries, or call length data to any downstream system.

• Log new data into CRM records

• Create follow-up automations

• Traceability

Kill Switch Reached

Activated when the kill switch is enabled for a Charlie lead. Use this for:

• Immediate notifications to supervisors

• Logging kill switch events for analysis

• Triggering alternative outreach sequences

• Adding Leads to their DNC List or tagging leads as Do Not Contact

• Adding or Tagging Leads to their specific lists or status

Kill Switch Removed

Switch activated when removed or set to False

• Charlie can talk to the lead and lead's message will be received by Charlie

Common Use Cases

💡 CRM Integration

Trigger: Lead Response
​Action: Create or update contact in CRM (HubSpot, Salesforce, etc.)
Automatically sync lead responses with your existing CRM system.

💡 Team Notifications

Trigger: Booking Made
​Action: Send Slack message or email notification
Keep your sales team informed immediately when prospects book meetings.

💡 Campaign Management

Trigger: DQ Reached
​Action: Add to Google Sheets or remove from email lists
Maintain clean contact lists by automatically updating lead status across platforms.

💡Follow-up Automation

Trigger: CTA Reached
​Action: Send email via Gmail or create task in project management tool
Ensure no lead falls through the cracks with automated follow-up workflows.