Triggers are how you embed cards directly into your CRM or other SaaS apps. They use the text on the page to determine where to add the card.
Create a Trigger
You can create a trigger from the "Overview" page in the content directory of your base, or you can create a trigger directly from a card.
Trigger Section:
Look for this text - The text you want to build the trigger for
Embed this card - Search for the card you want to embed with the trigger OR the card will already be selected if you create the trigger from the card iteself.
Icon - Select what you want the icon to be next to the word/phrase
Text Check Type - You can use the exact words as written, which is what we recommend, or you can select "starts with", "ends with", or "contains"
We use the text directly on the page to determine where to put a trigger. So if you create a trigger "Decision Maker Bought-In" to go on your deal stage, then we'll show the selected icon (Bolt in the above image). When you click the icon, the selected card will be shown.
Visibility Section:
Audience - Show this trigger to all users or a specific person or group of users.
Application - You can select any applications that you have available. We recommend keeping it at ANY application.
Assigned Users or Groups - If you select your audience to be specific.
Targeted Display Pages - Specific Pages that you want triggers to appear.
The "Application" field is used to determine where a card should appear. If we don't have the app that you use, you can always select the "Any" option.
Where Triggers Appear
Triggers will be seen on certain domains. We include some default applications to get you started, but you can customize them for any app you use.
Here's an example of a trigger in the HubSpot deal pipeline table:
Targeted Display Pages
By default, a trigger will appear on all pages of the selected application or anywhere you have Sidekick active. To limit where it appears, you can target specific pages by entering a full or partial page URL.
The Chrome Extension will take whatever you put in this and compare it against the current page's URL.
It will turn
*symbols into a wildcard that can match anything.You don't need to include the domain, but you can if you want.
There is no limit to how many unique display pages you can target.
For example, the following targeted pages would allow the card to appear on the contacts page (0-1 in HubSpot), or when editing a workflow.
