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Connectors & AutomationTrigger Events & Scope

Trigger Events & Scope

Each connector decides when it fires (events) and which quizzes may fire it (scope). The two are ANDed: the event must match and the source quiz must be in scope before anything is delivered.

Trigger events

Every connector needs at least one event:

EventFires when
New leadSomeone leaves their contact details with your team for the first time
Booking createdSomeone books a session
Booking cancelledEither side cancels a booking
Booking rescheduledA booking moves to a different time

“New lead” fires once, the first time that person leaves their details. The same person taking another quiz later does not fire it again, because leads are deduplicated across quizzes. If you want a notification on every submission, this is not the event you want.

Trigger scope

Scope controls which quizzes may fire this connector:

  • All quizzes — the default. Any event from any quiz in the team is delivered.
  • Specific quizzes — only the quizzes you select fire it.

Scope is matched against the quiz the event came from. For “New lead”, that’s the quiz where the person first left their details — not the most recent one they took.

A typical use: push your flagship lead-gen quiz to Slack so the team sees it instantly, and keep an internal quiz from bothering anyone.

Combinations worth copying

What you wantEventsScope
Everyone hears about a new clientNew leadAll quizzes
Only track the flagship quizNew leadSpecific quizzes
Get told when your calendar shiftsBooking cancelled + rescheduledAll quizzes
Sync leads into your ESPNew leadAll quizzes

Changing events or scope only affects events from then on — nothing is replayed.

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