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Overview

Plays run on invidiual records, such as companies or people. Triggers define when a Play should run and what data should be provided to it. Below are the triggers you can choose from when creating a Play.

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Available triggers

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Champions

This trigger is a shortcut for running a Play on champions that Unify has tracked for your business. Once selected, you can customize the matching criteria similar to the record match trigger. This trigger always returns People.

The configuration panel for a champions trigger.

In order to use this trigger, you must have enabled and configured champion tracking in your settings. For more information, see Champion Tracking.

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Find lookalike companies

This trigger runs a Play on companies that are similar to a set of companies you specify. This is useful for finding new companies that are similar to your existing customers or ideal customer profile.

The criteria panel for a lookalike companies trigger.

Once you’ve defined the criteria that specifies which companies to find lookalikes for, you can define some additional options for the trigger, such as additional filters to apply or exclusions to enable and disable.

The configuration panel for a lookalike companies trigger.

This trigger is powered by Ocean.io. The integration is fully managed by Unify and included in your plan, so no additional subscription or setup is required.

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Record enters an Audience

This trigger runs a Play once on every company or person that “enters” an audience. A record enters an audience when it meets the criteria of the audience for the first time.

The configuration panel for an audience trigger.

When you select an audience trigger, you will be prompted to select an audience from the list of audiences you have created. Audiences are reusable in Unify, which means you can use the same audience in multiple Plays. You also have the choice to run the Play on either companies that enter the audience or people that enter the audience. If you select companies, the output of this trigger will be a company record. Otherwise, the output will be a person record.

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Record matches criteria

This trigger runs a Play once on every company or person that matches a set of filters. This trigger behaves the same as the audience trigger, but it doesn’t require that you already have an audience created. Instead, you can define the filters directly in the Play.

The configuration panel for a record match trigger.

When you select a criteria trigger, you will be prompted to add filters to select the companies or people that the Play should run on. Just like building audiences, you can add as many filters as you like and preview the records that match the filters before saving the trigger. As with audience triggers, you can choose to run the Play on either companies or people. This will determine what type of record the trigger outputs.

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Website visitors

This trigger is a shortcut for running a Play on companies that visit your website. Once selected, you can customize the matching criteria similar to the record match trigger. This trigger always returns Companies.

The configuration panel for a website visitors trigger.

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Coming soon

There are lots of additional triggers in the works including webhooks, third-party events, schedules, and more. If you’re interested in one that isn’t available yet, let us know! We’ll get you in the beta as soon as it’s ready.

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FAQ

Audience triggers and record match triggers can both be used to accomplish the same goal. The main difference is that audience triggers require you to create an audience ahead of time, while record match triggers allow you to define the filters directly in the Play.Audiences can be reused in multiple Plays, which is useful if you have a set of filters that you use frequently. Audiences can also be viewed, edited, and exported from the Audiences tab.Record match triggers are a great option for quickly iterating on a Play or if you don’t want to create an audience for a one-off Play. You can always come back later, convert the filters into an audience, and then swap the trigger out for an audience trigger.
Audiences are dynamic lists of companies and people that can change over time according to the filters you specify. For example, an audience might capture all companies that have visited your website in the last 30 days.When you send an audience to a manual trigger, you are sending the current list of companies or people that are in the audience at that moment. This is useful if you want to run a Play on a snapshot of the audience but not on a recurring basis.By contrast, an audience trigger will run a Play on every company or person that enters the audience in the future. This is useful if you want to run a Play on every company or person that meets the audience criteria now and in the future.
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