Trigger and Action
Trigger and action is the basic building block of most automations: a trigger is the event that starts the workflow ('a new email arrives'), and the action is what happens as a result ('create a task and reply'). Workflows chain many triggers and actions together.
Why it matters for your business
Thinking in triggers and actions is the simplest way for an owner to map their own processes: 'when X happens, do Y.' Once a process is described that way, it's usually automatable — and describing it clearly is half the work.
In practice
Trigger: a proposal is signed. Actions: create the project, add the client to billing, send a welcome email, and notify the team — all fired automatically from that one event.
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