# Understanding supported workflow triggers, audience rules, and actions https://help.circle.so/p/workflows/workflow-setup/workflows-roadmap Category: [Workflows](https://help.circle.so/p/workflows) › [Workflow setup](https://help.circle.so/p/workflows/workflow-setup) --- _Last updated: September, 2026_ Get the most out of your workflows! This article provides a comprehensive guide to all available audience rules, triggers, actions, and templates. Whether you’re looking to automate routine tasks, streamline community management, or perform bulk actions with ease, this guide will help you understand different options. ## **Triggers (automation workflows)** Triggers are the starting point of any automation workflow, activating the actions you’ve set up. Once a workflow is active, it continuously monitors the community for specific activities defined by the trigger. When the specified activity occurs—whether performed by or for a member or non-member—the workflow automatically executes the corresponding actions. Let’s say you have set the **Joined space** trigger, which activates whenever a member is added to a space. Once a member joins the space, the workflow will perform actions you’ve set up, like sending a welcome email or adding a tag to the member's profile. ### Key things to know about triggers - **Non-member support:** If the trigger is supported for non-members, it will also activate and perform supported actions for them. The supported triggers include Tag added, Tag removed, Profile field updated, and Form submitted. - **Admin inclusion** : Workflows recognize admin activities just like they do for members and moderator roles and activate the trigger. For instance: - **Filter conditions:** You can use [filter conditions](https://help.circle.so/p/workflows/workflow-setup/add-filter-conditions-in-workflows) for triggers to run the automation workflow only for individuals who meet them. 📚 To learn more about setting up automation workflows, see our guide [here](https://help.circle.so/p/workflows/workflow-setup/set-up-a-custom-automation-workflow). Here is a list of available triggers within workflows: ### **Members** - **Joined community** : Choose this trigger to perform actions when a member successfully joins the community.  - **Profile field updated** : This trigger helps you automate workflow whenever the information in the specific profile field is updated. - **Changed email** : Choose this trigger to automate actions when a member’s email address is updated. - **Leveled up:** This trigger allows you to automate actions whenever the member reaches a specific gamification level.  - **Leveled down** : This trigger allows you to automate actions whenever the member’s gamification level decreases.  > ℹ️ **Note** : The **Leveled up** and **Leveled down** triggers will only be available if you have [enabled](https://help.circle.so/p/audience/gamification/enable-gamification) the Gamification feature within your community. ### Email activity - **Opened email:** Use this trigger to automate actions when a member opens a broadcast or workflow email. - **Clicked a link:** Use this trigger to automate actions when a member clicks a link within an email. ### **Events** - **RSVP’d to event** : Set up this trigger for when a member RSVPs to an event. For paid events, this trigger also occurs after the member successfully purchases a ticket.  - **RSVP’d to recurring event** : Set up this trigger for when a member RSVPs to a recurring event. For paid events, this trigger also occurs after the member successfully purchases a ticket.  - **Event ended for member** : Use this trigger to automatically perform actions **one hour after** an event ends for RSVP'd attendees with a "Going" status. This trigger works for events with any type of location, such as in-person or Circle live events. - **Event starts in an hour** : Use this trigger to automatically perform actions when 1 hour remains until an event starts for RSVP'd attendees with a "Going" status. This trigger works for events with any type of location, such as in-person or Circle live events. - **Published an event** : Use this trigger to automatically perform actions when a member publishes an event. - **Attended live event** : Use this trigger to automatically perform actions for members who attend a Circle live stream or live room event. This trigger activates once the live event is ended. ### Access groups - **Added to access group:** Use this trigger to automatically perform actions when a member is added to a specific access group. - **Removed from access group:** Use this trigger to automatically perform actions when a member is removed from a specific access group. ### **Spaces and space groups** - **Joined space** : Trigger workflow actions when a member is added to a space, either manually by an admin or moderator or when they join on their own.  - **Removed from space** : Activate workflow actions when a member is removed from a space or leaves it on their own. - **Joined space group** : Trigger workflow actions when a member is added to a space group. - **Removed from space group** : Activate workflow actions when a member is removed from a space group. ### **Paywalls** - **Charged for a paywall** : Use this trigger to automate actions when a member is successfully charged for a paywall purchase, excluding trials. - **Subscribed to paywall** : Utilize this trigger to automate actions when a member purchases a paywall with a recurring subscription or installment pricing (excluding trials and one-time fee purchases). - **Subscription scheduled to cancel:** Use this trigger to automate actions when a cancellation for a member’s recurring subscription is initiated and scheduled to cancel at the **end of the billing period**. - **Trial scheduled to cancel:** Use this trigger to automate actions when a cancellation for a member’s trial subscription is set to cancel at the end of the trial period. - **Subscription cancelled (previously Unsubscribed from paywall)**: Use this trigger to automate actions when a member’s paid subscription is cancelled **immediately** either by you, or the member, or due to a failed payment configuration in Stripe. - **Subscription resumed:** Use this trigger to automate an action when a member resumes a subscription that was scheduled to cancel. - **Subscription changed:** Utilize this trigger to automate actions when a member changes their subscription to a specific paywall. - **Trial resumed:** Use this trigger to automate an action when a member resumes a subscription trial that was scheduled to cancel at the end of the trial period. - **Installment completed:** Use this trigger to automate actions when the final installment payment of a member’s subscription has been made. - **Trial ended and not converted (previously Ended trial without subscription):** Utilize this trigger to automate actions when a member's trial ends without converting to a paid subscription. - **Trial converted:** Use this trigger to automate actions when a member’s trial ends and converts to a paid subscription. - **Trial started (previously Started paywall trial)**: Use this trigger to automate certain actions when the member subscribes for a paywall trial. - **Coupon used at checkout:** Use this trigger to automate actions when a coupon code is applied during checkout by a member or, an admin creating a subscription on behalf of a member. - **Coupon added:** Use this trigger to automate what happens when a coupon is added to an existing subscription. - **Coupon removed:** Use this trigger to automate actions when a coupon is removed from an existing subscription. - **Coupon ended:** Utilize this trigger to automate actions when a repeating coupon's discount period expires. - **Failed recurring payment:** Use this trigger to automate actions when a recurring payment fails for a subscription. - **Upsell accepted:** Use this trigger to automate actions when a customer purchases an upsell along with a paywall. - **Upsell declined:** Select this trigger to automate actions when a customer declines an upsell. - **Upsell abandoned:** Use this trigger to automate an action when an upsell offer is abandoned. - **Checkout completed:** Use this trigger to automate actions when a member completes the entire checkout flow. This trigger does not require a specific paywall as input. > ❗ **Important** : When multiple prices are added within a paywall, the triggers will apply to all prices within that specific paywall. > 💡 **Tip** : To learn more about the paywall-related workflows, see our guide [**here**](https://help.circle.so/p/payments/paywall-management/utilize-workflows-for-paywall-related-tasks). ### **Tag** - **Tag added** : Use this trigger to automate actions for the audience when a tag is assigned to members, non-members, or everyone.  - **Tag removed** : This trigger enables you to automate actions for the audience when a tag is removed from members, non-members, or everyone.  ### **Posts and comments** - **Published a post** : This trigger activates when a member publishes a new post.  - **Posted a comment** : Utilize this trigger to automate actions for a member when they comment on a post.  - **Liked a post** : Utilize this trigger to automate actions for a member when they like a post.  ### Moderation - **Post was flagged** : Use this trigger to automate actions for a member whose post was flagged by any method, such as a report or a moderation configuration, such as profanity filters. - **Comment was flagged** : Trigger actions for a member whose comment was flagged through any method, such as due to a report or moderation configuration, such as profanity filters. - **Post was approved** : Automate actions for the member once an admin or moderator approves their post. - **Comment was approved** : Automate actions for the member once an admin or moderator approves their comment. - **Post was rejected** : Use this trigger to automate action for the member when their post fails moderation review. This is great for sending members a DM explaining the reason behind the rejection. - **Comment was rejected** : Use this trigger to automate action for the member when their comment fails moderation review. This is great for sending members a DM explaining the reason behind the rejection. ### **Courses** - **Completed course** : Use this trigger to automate actions for a member when they complete a course. - **Completed lesson** : This trigger activates for a member when they complete a lesson. - **Completed section** : Utilize this trigger to automate actions for a member when they complete lessons within a section of a course. - **Passed quiz** : This trigger activates for a member when they pass a quiz within a course. - **Failed quiz** : Utilize this trigger to automate actions for a member when they fail a quiz within a course. - **Submits quiz** : This trigger activates when a member submits a quiz within a course, regardless of whether they passed or failed.  ### **Forms** - **Form submitted** : This trigger activates when a member or non-member submits the published form. ### Messaging - **Admin received a direct message** : This trigger activates when a member sends a direct message to a particular admin. It’s useful for setting up automated actions, like sending an **automated response** using the **Send a Direct Message** action. ## **Audience rules (bulk action and scheduled workflows)** Available in the **Entry rule** step, audience rules are essential for targeting specific groups of people in bulk actions and scheduled workflows. They allow you to define a customized audience of members or non-members (when supported by audience rules), ensuring that your workflows deliver the right actions to the right individuals. For example, you might create an audience based on a combination of a specific tag and a gamification level rule. Once defined, these audience rules ensure your workflow actions, such as adding them to a space or sending an email, are applied only to the selected group. When the workflow runs, it executes these actions for everyone who matches the criteria defined in your audience rules. ### Key things to know about audience rules - **Admin and moderator inclusion:** Admin and moderator accounts are included in the workflow audience if they meet the audience rule's criteria. To exclude admins or moderators, use the  **Role**  audience rule and select  **Members**  to target only member roles. - **Non-member support:** If the audience rule applies to non-members and they meet the specified criteria, they will also be included in the workflow audience. For example, you can make use of rules such as profile field, segment, or tag to target non-members as well. - **Audience rules use “And” conditions** : Rules are applied with the “And” condition, meaning criteria from all applied rules must be met for an individual to be included in the workflow audience. 📚 For more information about setting up bulk action workflows, see our guide [here](https://help.circle.so/p/workflows/workflow-setup/set-up-a-custom-bulk-action-workflow). For scheduled workflows, check out [Schedule a bulk action workflow](https://help.circle.so/p/workflows/workflow-setup/schedule-a-bulk-action-workflow) **.** Here is a list of available audience rules within workflows: ### **CRM** - **Segment** : Use pre-saved audience [segments](https://help.circle.so/p/audience/member-management/create-segments) as criteria to quickly define your audience. This rule allows you to apply previously configured segments to target specific groups effortlessly. - **Tag** : Identify individuals by the tags assigned to them. This rule includes both members and non-members. ### **Platform fields** - **Name:** Target specific individuals by their name, whether they are members or non-members. - **Email marketing** : Define your audience based on their email marketing subscription status. This will let you filter the audience based on whether they are contact or not. - **Email:** Locate members or non-members using their email address to refine your audience selection. - **Member** : Target individuals based on their membership status. This allows you to choose whether your audience consists of community members or non-members.  - **Invitation status** : Refine your audience by the current stage of their onboarding journey, such as whether they’ve been invited or have created an account. This rule only applies to community members who are assigned a specific status in their invitation journey. - **Headline** : Narrow your audience using the headline text displayed on members’ profiles.  - **Role** : Refine your audience based on assigned roles such as admin, moderator, or member.  - **Space:** Define your audience by whether they are members of a specific space.  - **Space group:** Define your audience by whether they are members of a specific space group.  - **Invitation link:** Use this rule to only include members who joined the community through a specific invitation link in the audience. - **Status** : Filter the audience by community members who are either currently online or offline in your community. - **Subscribed to paywall(s)**: Target individuals who are subscribed to a specific paywall.  - **Event** : Find members who confirmed their RSVP to a specific event, whether upcoming or past.  - **Past due subscription** : Identify members whose subscriptions are currently in a past due status. This status indicates that Stripe attempted to charge them for their ongoing paywall subscription or installment but for some reason, it failed, which moved their status to past due. - **Join date** : Refine your audience by selecting community members based on their join date. - **Last logged in** : Target members based on when they most recently logged in to the community.  - **Has profile photo** : Target community members who have uploaded a profile photo. - **Activity score** : Target community members using their engagement level as measured by activity scores.  - **Level** : Refine your audience by a specific gamification level that members are currently at within the community.  - **Access group:** Define your audience based on whether they are members of a specific access group.  ### **Profile fields** You can define your audience using both default and custom profile fields. This is a great way to refine your audience by profile field values. When you utilize profile fields as audience rules, you can target both members and non-members, provided that their profile field information matches the audience rule conditions.  When setting up a profile field audience rule, choose the advanced conditions appropriate to the rule's nature and enter your desired value. ## **Actions** Actions are the tasks a workflow performs based on the triggers or entry rules you’ve set. ### **Key things to know about workflow actions** - **Automation workflows** : Actions in automation workflows are triggered by specific activities performed by or for members or non-members (if the trigger supports non-members). Once the trigger conditions are met, the workflow automatically executes the defined actions. - **Bulk actions workflows** : In bulk or scheduled workflows, actions are applied to an audience defined by the **Entry rule** step. Depending on the entry rule setup, this audience can include both members and non-members. - **Non-members in workflow** : Non-members are included in workflow actions only if those actions are supported for them. Examples include sending marketing emails, adding or removing tags, or unsubscribing non-members from marketing emails. - **Multiple actions** : Workflows support multiple actions, allowing you to configure several tasks within a single workflow. These tasks are executed sequentially in the same order in which they are configured within a workflow. - **Task executions** : Actions performed by workflows can result in varying outcomes depending on the scenario, including partial success, being skipped, or failure. Failures can occur due to errors during execution, the action not being supported for certain individuals (e.g., non-members), or the individual being ineligible. You can learn more about task history [here](https://help.circle.so/p/workflows/workflow-management/view-task-history-of-workflows). - **Filter conditions:** Set [filter conditions](https://help.circle.so/p/workflows/workflow-setup/add-filter-conditions-in-workflows) for actions to only let the workflow perform actions for individuals who meet the specified conditions. If your workflow has multiple actions, you can set filter conditions for each one. Here is a list of available actions within workflows: ### AI actions - **Agent comments on post** : Choose this action to allow your AI agent to automatically comment on a member’s post when the workflow is triggered. - **AI reports post** : This action automatically reports a post that triggers the workflow. This action is really useful to implement AI moderation. - **AI reports comment** : This action automatically reports a comment that triggers the workflow. This action is really useful to implement AI moderation similar to posts. - **AI renames post title** : This action uses AI to rename the title of the post that triggers the workflow. - **Agent sends direct message** : Use this action to have your AI agent send a direct message to a member. - **AI edits topics:** This action uses AI to analyze the content of a published post and automatically assign the most relevant topics. 📚 To learn more about AI actions, see [**Setting up AI filters and actions**](/p/workflows/workflow-setup/setting-up-ai-filters-and-actions). ### **Communication** - **Send an email** : Choose this action to send a marketing email to members and non-members. This action is only performed for contacts who are subscribed to email marketing. - **Send a direct message** : This action lets you send messages directly to your community members. - **Send mobile push notification** : Use this action to send a custom mobile push notification to your members.  - **Unsubscribe from email marketing** : Utilize this action to unsubscribe members and non-members from email marketing. ### **Tag actions** - **Add tag** : Assign a specific tag to individuals, including members or non-members. - **Remove tag** : Remove a specific tag from individuals, including members or non-members. ### **Member actions** - **Remove member(s) from community:** This action **deactivates** the member’s community account. - **Enable direct messaging** : Enable members’ ability to send and receive DMs from other community members. - **Disable direct messaging** : This action restricts a member’s ability to send and receive direct messages (DMs) with other community members. ### **Spaces and Space group actions** - **Add member to space** : Provide your member with access to a specific space. - **Remove member from space** : Use this action to revoke members’ access from a specific space. - **Add member to space group** : Use this action to give your members access to a specific space group. - **Remove member from space group** : Use this action to revoke members’ access from a specific space group. > ℹ️ **Note** : When you add or remove members from spaces or space groups using workflow actions, members won’t get notified. ### Access group actions - **Add member(s) to access group:** Use this action to automatically add your members to a specific access group, granting them access to all spaces included in the group. - **Remove member(s) from access group:** Use this action to automatically remove your members from a specific access group, revoking their access from spaces included in the group. > ℹ️ **Note** : When you add or remove members from access groups using workflow actions, members won’t get notified. ### **Webhook** - **Send to webhook** : Use this action to automatically send data from the triggered event within your community to a custom endpoint URL within your application. ### **Paywall actions** - **Cancel paywall subscription** : Use this action to cancel a member's recurring paywall subscription **at the end of their current billing cycle**. - **Cancel subscription immediately:** Use this action to cancel a member's recurring paywall subscription immediately. - **Subscribe to paywall trial** : Use this action to enroll members in a paywall trial. - **Add coupon to subscription** : Use this action to add a coupon to a member’s subscription. - **Remove coupon from subscription:** Use this action to remove a coupon from a member’s subscription. - **Change subscription:** Use this action to change a member’s subscription to another paywall or pricing option within the same subscription group. ### Post actions - **Edit post settings** : This action lets you modify specific settings for a post that triggers the workflow. ### **Event actions** - **RSVP or invite member(s) to event**: Use this action to add members to a specific event. This is a great way to drive engagement and ensure participation in your community’s events. ### **Flow** - **Time delay** : Time delay allows you to introduce a specific pause before the workflow proceeds to the next action in the sequence. This can help space out actions for better timing and member experience.  ### **Gamification** - **Reward points** : This action lets you award custom gamification points to members, encouraging engagement and participation.