How to use line triggers in Aloware
Aloware's line triggers let admins automate workflows based on call, text, or contact activity on a specific phone line.
Triggers help your team tag calls, send replies, enroll contacts into sequences, or perform actions in connected tools like HubSpot, all without manual effort.
You can set these up by navigating to Lines > Triggers tab and selecting the trigger type.
Want to see it in action? Check out our interactive demo to follow along step-by-step as we create and activate line triggers.
Where to find line triggers
To begin, log into your Aloware account and open the Lines menu.
Select the line where you want to apply automation rules, then click the Triggers tab at the top of that line’s settings page.
Here you will see buttons labeled Add Call Trigger, Add SMS Trigger, Add Call Disposition Trigger, and Add Contact Trigger.
Each type allows you to define conditions (what should happen) and actions (what Aloware will do next).
Creating call-based triggers
You can create a call trigger when you want to automate actions based on how calls behave on your line. For example, you might want to track missed calls, monitor call durations, or respond automatically to completed calls.
Go to the Triggers tab on the selected line.
Click Add Call Trigger.
Choose conditions like:
Call direction (Inbound or Outbound)
Call status (Missed, Completed, etc.)
Talk time
Then choose an action such as tagging the call, enrolling the contact into a sequence, or sending a follow-up message.
Example use case: Tagging short calls
If you're running an outbound sales campaign, you can tag all completed outbound calls under 90 seconds with "review required." This helps your team review potentially unproductive interactions and refine your approach.
Using SMS triggers to respond to keywords
SMS Triggers respond to incoming texts on your line and can take automated action when a message contains a specific keyword. This is useful for creating text-to-join campaigns or auto-responders.
Select your line and open the Triggers tab.
Click Add SMS Trigger.
Set the condition to match inbound SMS containing a specific keyword.
Choose an action, such as enrolling the contact into a workflow or sequence.
Example use case: Running a text-to-join campaign
When a customer texts “free pizza,” Aloware enrolls them into a promotional campaign that sends a discount code. This improves engagement and reduces the need for manual opt-in processing.
Using call disposition triggers for automated follow-ups
Call disposition triggers in Aloware allow you to automate actions based on the final outcome or label assigned to a call by an agent.
These dispositions (e.g., “Interested,” “Not Interested,” “Left Voicemail,” or “Completed”) help categorize calls and trigger specific workflows based on agent input.
Call dispositions can also automate contact enrollment into SMS or call sequences without requiring manual actions, reducing errors and improving efficiency.
For example, if a disposition is set to remove a lead from a sequence when assigned, the sequence won't trigger unless settings ensure enrollment occurs upon disposition assignment.
Navigate to Lines > Triggers.
Click Add Call Disposition Trigger.
Choose the Disposition Name you want to target (e.g., “Interested” or “Completed”).
Define the Action to take when this disposition is used. When configuring actions, ensure the dispositions align with desired sequences to prevent conflicting triggers. Always test these settings on a small group of contacts before applying broadly.
Example use case: Sales follow-up
If a rep labels a call as “Interested,” the contact is automatically added to a sales sequence. This ensures leads are followed up on without relying on manual handoff.
By automating through dispositions, you can focus resources on high-priority leads while minimizing redundant actions. This approach also ensures better alignment between team efforts and automation rules.
Manual Enrollment vs. Disposition-triggered enrollment
You should avoid manually enrolling leads into sequences if you wish to rely on call dispositions for automated enrollment.
Manual enrollment immediately starts the sequence for all selected contacts without considering their call status or dispositions.
To ensure only leads you designate through a call or disposition trigger are enrolled, remove any manually enrolled contacts. Then rely solely on the automatic trigger mechanism tied to call dispositions.
By relying on automated triggers via dispositions, you can ensure more accurate and contextually appropriate sequence enrollments while eliminating redundant or premature actions.
Best practices
Configure dispositions correctly - ensure the dispositions you assign are linked to the correct sequence actions in your Aloware settings.
Avoid manual errors - refrain from manually enrolling your contact list unless absolutely necessary. This prevents conflicting sequence triggers.
Test automation settings - pilot your call disposition configurations on a small set of contacts to verify they behave as expected.
Maintain contact cleanliness - regularly review contact lists and sequence enrollment statuses to ensure alignment with your automation rules.
Handling missed calls automatically
To reduce lost opportunities, you can create a trigger that identifies missed calls and takes immediate action.
Set up a call trigger where call direction is inbound and status is missed.
Choose actions like:
Enrolling the contact into a follow-up sequence
Sending an automated SMS saying “Sorry we missed you—would you like a callback?”
This ensures your team follows up quickly, keeping customer experience consistent even when a call is missed.
Creating HubSpot tickets through call activity
If your Aloware account is integrated with HubSpot, line triggers can help create CRM tickets automatically based on call events.
To do this:
Create a call trigger for inbound calls with a completed status.
Set the action to “Create HubSpot Ticket.”
This setup ensures that any qualifying inbound call automatically generates a ticket in HubSpot, keeping your lead tracking and task assignments up to date without manual effort.
