Workflow Guides

Common Workflow Patterns

Understanding Variables in Workflows

How to Process Existing Posts

Writing Effective Agent Prompts

How to Send business network Engagement Data to Clay Correctly

Where to Find and Export Workflow Data Saved to Agent Memory

Feedback

Roadmap

Get up and running with Trigify — onboarding essentials and use case guides.

Getting Started

Introduction

Quick Start

Help Resources

Listening vs Workflows

Set up keyword searches, track profile engagement, and monitor conversations across LinkedIn, X, Reddit, YouTube, and Podcasts.

Social Listening & Monitoring

Getting Started with Listening

Listening Page Overview

Creating a Saved Search

Managing Your Saved Searches

Search Configuration

Keywords and Boolean Queries

Search Frequency

Time Frame and Filtering

Profile Monitoring

Podcast and YouTube Monitoring

Boolean Keyword Search Formatting

Special Characters in business network URLs

Understanding Results

Supported Platforms and Data

Keyword Matching

Reading the Feed

How Often Does Trigify Refresh Data

Socials

X (Twitter)

Podcasts

YouTube

Reddit

Business Network

Substack

Set up, configure, and read Trigify Social Signals — real-time buying and intent signals detected on the LinkedIn profiles and companies you monitor.

Social Signals

What is Social Signals?

Set up Social Signals monitoring

Reading and filtering the Signals feed

Build, manage, and troubleshoot automation workflows — from triggers and nodes to AI-powered workflow building with Jarvis.

Workflows & Automation

All you need to know about Triggers in Trigify

Triggers

New Post Trigger

Multi Post Trigger

Scheduled Trigger

Signal Created Trigger

Webhook Trigger

The Social Signals workflow trigger node — what it fires on, how to configure it, and how it differs from a Custom Signals trigger.

Social Signals Trigger

How the Custom Signals trigger differs from the Social Signals trigger, and when to use each one.

Custom Signals vs Social Signals

AI Agents

Sentiment Agent

Copy Writer Agent

General Agent

Enrichment

Person Enrichment

Prospeo Email Enrichment

Company Enrichment

BetterContact email and phone enrichment

Business Network Engagement

Get Post Likes

Get Post Comments

Utilities

HTTP Request

Data & Memory

Save to Agent Memory

Get Podcast Transcript

Orchestration

If Condition

Loop

Delay

Configure Signal

Fetch Search Results

Create Social Listening Search

Create Profile Monitoring Search

Exit Node

Testing & Logs

Troubleshooting Workflows

Output

Where to find workflow execution results, what each field means, and how to debug a run from the Output view.

Output Tab

How to test a workflow end-to-end with Jarvis-driven test runs before enabling it on live triggers.

Workflow Test Flow

Workflow editor basics: build, test, and publish

Managing workflows and folders

Connect Trigify to your CRM, outreach tools, and other platforms.

Integrations

Data & Enrichment

Surfe

Clay (HTTP Node)

HubSpot

Attio

Apollo

Push contacts and companies into Salesforce from your Trigify workflows.

Salesforce

Productivity & Notifications

Slack

Notion

Linear

Airtable

Google Sheets Integration

Gmail Integration

Outreach & Sequencing

Instantly

HeyReach

La Growth Machine

Smartlead

Send leads to a Smuggler campaign

Use Jarvis AI to build workflows using natural language.

Jarvis AI

Jarvis AI Intro

How Jarvis AI Can Help

Learn how to build clear, actionable workflows that Jarvis AI can execute perfectly every time.

Jarvis AI Best Practices

Connecting Your Tools

Frequently asked questions about Jarvis AI

FAQs | Jarvis AI

Manage your subscription, credits, team members, and account settings.

Account & Settings

Account & Billing

Manage Your Plan

Account Settings

Organization Settings

Team Members & Roles

Plans & Pricing

Upgrading, Downgrading and Cancelling

Invoices & Payment Methods

Credit Usage

Help Center

Notification Settings

How to sign in, sign up, and reset your password

Credits & Pricing

Trigify Pricing Plans

Understanding Credits in Trigify

Credit Usage Tracking

Starter and Pay-As-You-Go Usage

Adding VAT Numbers for EU Business Customers

Refunds and Charges After Cancellation

How Many Profiles Can I Monitor on Each Plan?

Social Actions vs Social Engagement: Platforms, Plans, and Availability

Advanced Settings

AI Settings (Bring Your Own Key)

Early Access Features

Legal & Policies

Terms of Service

Privacy Policy

Terms and Conditions

What the Trigify CLI is, how to install it, and how to use it from terminal sessions and agent harnesses like Claude Code.

CLI & Agent Skills

Where to find the public Trigify API docs, how access works, and how the API ties into MCP and the CLI.

API Docs / Scalar Access

Documents for advanced developer application

Developer

Connect Trigify to Claude using the Model Context Protocol



Claude MCP Integration

Building workflows and using (or skipping) the Jarvis assistant.

Workflows & Jarvis

Can I turn off Jarvis and build workflows myself?

My workflow isn't working and I can't tell why

Can I use my own AI model or upload custom knowledge for the AI?

How do I export my results to CSV?

Managing users, seats, organisations, and access.

Account & Access

How do I add users or seats to my account?

Why can't I see my organisation's workflows?

How to Delete Your Account and Organization

Social Signals beta — setup, limits, and launch troubleshooting.

Signals

What are the limits on Social Signals, and why did my launch fail?

Using the Trigify API and connecting tools like Clay, including API keys and common errors.

API & Integrations

Why won't my Trigify API key verify in Clay (or another tool)?

Why am I getting “User does not have a subscription” on API calls?

Can I pull post likers and commenters through the API?

Subscription Not Found Error

Subscriptions, cancellation, refunds, invoices, discount codes, and how credits work.