Do I need a credit card to start?

No. Every new account starts with a 14-day free trial on the Scale tier — full access to every feature, no credit card required. We only ask for payment info on day 14 if you want to continue.

Can DreamFlow actually replace HubSpot, Mailchimp, and my other tools?

Yes. DreamFlow includes CRM, email marketing, SMS campaigns, VoIP calling, proposals with e-signatures, invoicing, automations, live chat, calendar booking, forms, reporting, and an AI assistant — all in one platform. Most customers replace 4-8 separate tools. Everything is built-in, not stitched together with integrations.

How do I move my data from my current CRM?

We connect directly to HubSpot, GoHighLevel, and ActiveCampaign, and import a CSV export from anything else (Salesforce, Pipedrive, Zoho, Mailchimp). Scale and Agency plans include guided migration support — we'll help you move contacts, deals, templates, and history. Most migrations take less than a day.

Are there contracts or hidden fees?

No contracts — cancel anytime from your billing settings. No hidden usage fees either. Every plan includes email, SMS, and calling credits upfront. If you hit a limit, usage pauses and you choose whether to add a credit pack or upgrade. Nothing ever charges automatically without your explicit consent.

Yes. All data is encrypted at rest and in transit. We use Supabase (built on PostgreSQL) with row-level security, meaning each organization's data is completely isolated. We never sell or share your data. You can export or delete your data at any time.

Can I switch plans anytime?

Yes. Upgrade instantly and get prorated credit for your current billing period. Downgrade takes effect at the end of your current period. No penalties, no hoops.

What can Sally, the AI assistant, actually do?

Sally handles chat auto-replies, call transcription, email writing, proposal generation, lead scoring, form spam detection, and daily business briefings. Background AI (transcription, scoring, spam detection) runs automatically at no cost. On-demand generation (writing emails, creating proposals) uses AI credits included in your plan.

I run an agency. Can my clients each have their own workspace?

Yes. The Agency plan ($499/mo) includes 10 sub-accounts with full white-label support — your brand, your domain, your colors. Each client gets their own isolated workspace. You can manage them all from one dashboard and resell at your own prices.

What if DreamFlow doesn't work for me?

Cancel anytime during your trial — no charge, no questions. If you cancel a paid plan, you keep access through the end of your billing period. We also offer free data export so you're never locked in. We'd rather earn your business every month than trap you with a contract.

Automation Triggers - DreamFlow Help

Difficulty: Intermediate | Time: 10 min | Tier: Business & Above

Triggers are the starting point of every automation. They define the event that kicks off your flow. DreamFlow offers 10+ trigger types so you can automate responses to virtually any event in your CRM.

Business Tier & Above: Automations require a Business plan ($179/mo) or higher.

Available Trigger Types

Contact Triggers

Contact Created — Fires when a new contact is added (via form, import, API, or manual entry). Use the source filter to narrow it down.
Contact Updated — Fires when a specific field changes. Example: trigger when "Lead Score" exceeds 80.
Tag Added — Fires when a specific tag is applied to a contact. Example: trigger when "VIP" tag is added.
Tag Removed — Fires when a specific tag is removed from a contact.

Deal Triggers

Deal Created — Fires when a new deal is created in any pipeline.
Deal Stage Changed — Fires when a deal moves to a specific stage. Example: trigger when a deal enters "Proposal Sent".
Deal Won — Fires when a deal is marked as won. Great for post-sale onboarding flows.
Deal Lost — Fires when a deal is marked as lost. Useful for re-engagement campaigns.

Form Triggers

Form Submitted — Fires when any (or a specific) form receives a submission. Similar to "Contact Created" but specifically for form events.

Time-Based Triggers

Date Field Reached — Fires on or before a date stored on the contact record. Example: trigger 7 days before a contract renewal date.
Inactivity Trigger — Fires when a contact has had no activity (emails opened, calls, tasks) for a specified period. Great for re-engagement.

Communication Triggers

Email Opened — Fires when a contact opens a specific email or any email.
Email Link Clicked — Fires when a contact clicks a link in an email.
SMS Received — Fires when an inbound SMS is received from a contact.

Trigger Filters

Most triggers support filters to narrow when they fire:

Source filter — Restrict to specific creation sources (form, import, API, manual).
Field filter — Only trigger when specific field values match (e.g., industry = "SaaS").
Tag filter — Only trigger for contacts with or without specific tags.
Pipeline filter — Restrict deal triggers to a specific pipeline.

Tip: Always use filters to keep your automations targeted. An unfiltered "Contact Created" trigger fires for every single new contact — including CSV imports of thousands of rows.

Automation Actions — What happens after the trigger fires
Automation Conditions and Branching — Add logic to your flows
Build Your First Automation — Full walkthrough

Not sure which trigger to use? Ask Sally in the chat bubble — describe what you want to automate and she will recommend the right trigger.

Available Trigger Types

Contact Triggers

Contact Created — Fires when a new contact is added (via form, import, API, or manual entry). Use the source filter to narrow it down.

Contact Updated — Fires when a specific field changes. Example: trigger when "Lead Score" exceeds 80.

Tag Added — Fires when a specific tag is applied to a contact. Example: trigger when "VIP" tag is added.

Tag Removed — Fires when a specific tag is removed from a contact.

Deal Triggers

Deal Created — Fires when a new deal is created in any pipeline.

Deal Stage Changed — Fires when a deal moves to a specific stage. Example: trigger when a deal enters "Proposal Sent".

Deal Won — Fires when a deal is marked as won. Great for post-sale onboarding flows.

Deal Lost — Fires when a deal is marked as lost. Useful for re-engagement campaigns.

Form Triggers

Form Submitted — Fires when any (or a specific) form receives a submission. Similar to "Contact Created" but specifically for form events.

Time-Based Triggers

Date Field Reached — Fires on or before a date stored on the contact record. Example: trigger 7 days before a contract renewal date.

Inactivity Trigger — Fires when a contact has had no activity (emails opened, calls, tasks) for a specified period. Great for re-engagement.

Communication Triggers

Email Opened — Fires when a contact opens a specific email or any email.

Email Link Clicked — Fires when a contact clicks a link in an email.

SMS Received — Fires when an inbound SMS is received from a contact.

Trigger Filters

Most triggers support filters to narrow when they fire:

Source filter — Restrict to specific creation sources (form, import, API, manual).

Field filter — Only trigger when specific field values match (e.g., industry = "SaaS").

Tag filter — Only trigger for contacts with or without specific tags.

Pipeline filter — Restrict deal triggers to a specific pipeline.

Tip: Always use filters to keep your automations targeted. An unfiltered "Contact Created" trigger fires for every single new contact — including CSV imports of thousands of rows.

Not sure which trigger to use? Ask Sally in the chat bubble — describe what you want to automate and she will recommend the right trigger.

Automation Triggers

Available Trigger Types

Contact Triggers

Deal Triggers

Form Triggers

Time-Based Triggers

Communication Triggers

Trigger Filters

Related Articles

Related Articles

Automation Triggers

Available Trigger Types

Contact Triggers

Deal Triggers

Form Triggers

Time-Based Triggers

Communication Triggers

Trigger Filters

Related Articles

Related Articles