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Workflow Triggers

New Message

Automatically trigger workflows whenever a new LinkedIn message is received. This trigger enables advanced automation such as contact enrichment, keyword filtering, tagging, or even AI-generated responses.

New Message

Trigger Overview

The New Message trigger activates a workflow when a new message arrives from a LinkedIn connection. It can be used to capture conversations into your CRM, trigger alerts, or drive automated responses.

⚠️ Important Notice for Snapshot Users
On installation, you must delete the New Message Trigger, save the workflow, refresh the page, re-add the trigger, save, and publish again.
This process registers the trigger with our backend software.

Use Cases

  • Contact Enrichment – Look up the sender in your CRM. If they don’t exist, create a new contact record.
  • Message Tracking – Capture conversation history to ensure sales, recruiting, or support teams have context.
  • Keyword-Based Automation – Filter messages for specific keywords (e.g., "demo", "pricing") and trigger follow-up workflows.
  • AI-Powered Autoresponders – Generate context-aware responses with AI by combining this trigger with the List All Messages action.
  • Tagging & Segmentation – Automatically apply tags (e.g., linkedin_guidebook) to contacts based on message context.

Inputs and Required Data

This trigger does not require manual inputs. It automatically activates when a new message is received in LinkedIn.

Workflow Integration

Step-by-Step Guide

  1. Activate the Trigger – Add the New Message trigger to your workflow.
  2. Contact Lookup – Use the retrieved Provider ID to find the sender in your CRM.
  3. Conditional Branching:
    • If Contact Found – Update existing contact with message details, tags, or trigger AI-based autoresponder flows.
    • If Contact Not Found – Create a new contact using available LinkedIn profile data.
  4. Optional Filters – Add conditions to detect specific keywords or tags.
  5. Automated Actions – Trigger downstream steps like AI message generation, sending a response, or updating CRM fields.
  • List All Messages – Retrieve conversation history to provide AI with context for response generation.
  • Send A Message To A Chat – Automatically respond once the trigger fires.
  • Retrieve User Profile – Enrich new contact records with full LinkedIn profile details.

Response

When triggered, the New Message trigger provides:

  • Chat ID – Identifier of the conversation thread
  • Message ID – Identifier of the specific incoming message
  • Sender Details – Provider ID, Public ID, Name, and Profile URL (where available)
  • Message Content – The text body of the received message
  • Timestamp – When the message was received

Common Errors and Troubleshooting

Contact Not Found

  • Cause: Sender not yet in CRM
  • Solution: Use the "Create Contact" action as a fallback when the trigger activates.

API Connectivity Issues

  • Cause: LinkedIn account disconnected
  • Solution: Reconnect LinkedIn integration in your CRM before resuming workflows.

Best Practices

  • Use If-Else branching after this trigger to distinguish between known and unknown contacts.
  • Apply tags like linkedin_autoresponder to clearly separate AI-managed conversations.
  • Always retrieve the last few messages for context before sending automated replies.
  • Keep autoresponder messages professional and concise to maintain credibility.

Advanced Tips

  • AI Integration – Combine this trigger with List All Messages and an AI response generator to build natural, context-aware chatbots.
  • Randomized Response Times – Add delays or random wait times to mimic human behavior when sending automated replies.
  • Keyword Routing – Route messages containing high-priority terms (like "proposal", "meeting") to human reps immediately, while AI handles general queries.