Triggers: automations that route work to the right person
Triggers got three rounds of upgrades in 2025. By August they could hand reps a task with the email already written.
Shipped Feb · May · Aug 2025AdminsRevOps
By David Jollie, Founder and Principal Consultant, Lyte Sales · Last updated · Covers Outreach release notes through December 2025
What it actually does
A trigger watches for a change, like an opportunity moving to a new stage, and then does something: adds a prospect to a sequence, creates a task or updates a field.
In 2025 triggers got proper operators for custom fields and relative dates, the option to give work to the account or opportunity owner, and templates and AI personalization on the tasks they create.
Who it's for
Admins and RevOps who build automations. Reps receive the work.
Why it matters
Work reaches the right person at the right moment, ready to act on.
How it grew in 2025
FEB
Custom field operators, owner routing and opportunity IDs, plus filters and bulk actions on the Triggers page.
MAY
Relative dates like Today and Last 7 days, a starts-with operator, and examples for your first trigger.
AUG
Templates, snippets and AI personalization on trigger-created tasks.
How to set it up
Open Triggers
As an admin, go to Administration › Workflow automations › Triggers › Add Trigger.
Set the basics
Name the trigger, choose its owner and source object, and pick the event: Created, Updated, or Created or Updated.
Add conditions
Build conditions with the new operators, such as greater than for numbers or relative dates.
Choose the action and owner
Pick the action, such as Add to Sequence or Create Task, and who owns the work. Owner options depend on the objects involved, for example opportunity owner, account owner or prospect owner.
Save
Click Save. Use Manage columns, filters and bulk actions on the Triggers page to keep the list tidy.
Steps paraphrased from Outreach’s Triggers Overview article. Menu names can change; check them against your org.
Want help with this?
Automations that don’t misfire.
Lyte Sales is a certified Outreach Professional Services partner. We design and clean up triggers so the right work reaches the right rep.
The Lyte Guide to Outreach Product Releases 2025 Edition