Common Workflow Patterns

These are 5 proven workflow patterns that Trigify users rely on every day. Use them as starting points and customize to fit your needs.

1. Enrich and Filter

The classic lead gen workflow.

Flow:

New Post Trigger (LinkedIn) > Person Enrichment > If Condition (country = "US" AND companyHeadCount > 50) > Email Enrichment > If Condition (deliverability = "deliverable") > Add to CRM or email campaign

What it does: Every time someone posts about a topic you are monitoring, Trigify enriches their profile, filters by your ideal customer profile, finds their email, and pushes qualified leads straight to your sales tools.

2. Sentiment Routing

Route mentions to the right team automatically.

Flow:

New Post Trigger > Sentiment Agent (text format) > If Condition (result = "positive") > True: Sales team Slack channel / False: If (result = "negative") > Support team Slack channel

What it does: Automatically sorts brand mentions or industry conversations by sentiment. Positive mentions go to sales as warm leads. Negative mentions go to support or PR for damage control.

3. Viral Engagement Capture

Turn viral post engagement into a lead list.

Flow:

New Post Trigger (LinkedIn) > If Condition (likes > 500) > Get Post Likes > Loop > Person Enrichment > If Condition (jobTitle contains "VP" or "Director") > Save to Agent Memory or CRM

What it does: When a relevant post goes viral, Trigify grabs everyone who engaged with it, enriches their profiles, and filters for decision-makers. You end up with a list of people who are actively interested in your topic.

4. Weekly Reports

Automated trend summaries delivered on schedule.

Flow:

Scheduled Trigger (Weekly) > Fetch Search Results (dateRange: week, limit: 100) > Generic Agent (prompt: "Summarize the top 5 trends and notable posts from this data") > Slack message or email

What it does: Every week, Trigify pulls all the posts from your saved searches, has AI summarize the key trends, and sends the report to your team.

5. Inbound Lead Routing

Process leads from external sources via webhook.

Flow:

Webhook Trigger > Person Enrichment (using LinkedIn URL from payload) > If Condition (jobTitle contains "CEO" or "Founder") > True: Slack alert to sales team with full profile / False: Add to nurture sequence in CRM

What it does: When an external system (your website, another tool, Zapier) sends a lead to Trigify, the workflow enriches and routes them based on seniority. High-value leads get immediate attention. Everyone else goes to nurture.

Pattern Comparison

Pattern

Trigger

Key Nodes

Best For

Enrich and Filter

New Post

Person + Email Enrichment, If

Outbound lead gen

Sentiment Routing

New Post

Sentiment Agent, If, Slack

Brand monitoring

Viral Engagement

New Post

Get Post Likes, Loop, If

Event-based prospecting

Weekly Reports

Scheduled

Fetch Results, Generic Agent

Trend analysis

Inbound Routing

Webhook

Person Enrichment, If, Slack

External lead processing

Pro tip: Start with the Enrich and Filter pattern. It is the most common and delivers value fastest. Layer in sentiment routing and engagement capture as you get comfortable.