Product / Capabilities / Trigger based automation

9 of 12 · Get the intro made

Trigger based automation: a signal lands, Rudy starts the play.

Trigger based automations are standing rules that let Rudy, Boomerang's AI agent, act without anyone asking. A signal lands, Rudy checks for a warm path worth using, and he starts the play: he brings the path and a draft ask to the right rep, usually in Slack.

7-day free trial on Starter, no card. Team and up.

Illustrative product view
Agent · Triggers

A champion changes jobs On

Find a path into the new company → post in #champions

A deal stalls above $100K On

Find a path to the economic buyer → post in the deal channel

A Clay signal fires On

Check for a warm path before anyone sequences → tag the owner

A renewal window opens Test mode

Find who else at the account we know → post in #renewals

# champions
R

Rudy APP8:41 AM

Your champion Dana Ellison just started as CIO at a target account. She ran your rollout at her last company. Strongest path: you, direct. Draft ready.

Review draftNot now

Illustrative example. People, companies and the threshold are invented.

Team: Up to 3Company and Enterprise: UnlimitedSignals: Clay, Common Room, Outreach

How it works

Trigger based automation, step by step.

Pick or describe a trigger

Start from the catalog of ready-made triggers with prompts already written, or describe the alert you want and Rudy builds it with you.

Confirm where it lands

Rudy offers choices, confirms the schedule, lets you pick a Slack channel and checks before saving.

Test before it goes live

Workflow alerts have a test mode with a preview, plus activity filters.

Rudy runs the play

When the signal fires, Rudy checks for a path worth using and brings it, with a draft ask, to the rep.

In the field

10xROI from revenue booked, with 26,000 warm intro paths and 1,700 accounts auto-updated

Armis

“Driving sustainable growth by tapping into our customers and relationship networks is definitely something we’re doubling down as a key strategy for us.”
Jason Mead, SVP Global Business Operations & Customer Team, Armis

Plans

Which plans include it.

Champion job changes from the last 30 days are also available to Zapier and Make automations through the public API. Full details on pricing.

Starter×

Not included

Team✓

Up to 3 trigger automations, on Clay, Common Room and Outreach signals

Company✓

Unlimited trigger automations

Enterprise✓

Unlimited

Keep going

Related pages.

Related capabilities

Use cases, playbooks and guides

In the changelog

Questions

Trigger based automation, answered.

What is a trigger automation in Boomerang?

A standing rule that fires without anyone asking. A signal lands, Rudy checks for a warm path worth using and starts the play, usually by bringing the path and a draft ask to the right rep in Slack.

Which signals can trigger Rudy?

Common triggers are a champion changing jobs, a deal stalling above a threshold, a renewal window opening, an account going single threaded, and a Clay, Common Room or Outreach signal firing.

How many trigger automations do I get?

Up to 3 on Team, and unlimited on Company and Enterprise. Starter does not include trigger automations.

How do I set one up?

Describe the alert you want to Rudy in chat and he builds the trigger with you: he offers choices, confirms the schedule, lets you pick a Slack channel and checks before saving. You can also start from a catalog of ready-made triggers.

Can I test a trigger before it goes live?

Yes. Workflow alerts have a test mode with a preview, plus activity filters.

See it on your own network.

Start on Starter with a 7-day free trial, no card. Team and Company start with a setup call: about 60 minutes of technical setup, graph in under a day, full go-live in about a week.

Last updated 2 November 2026. Plan details match the pricing page.