Asset Activation Pending (Trigger)

Written By Sinan Murat

Last updated 2 days ago

Overview

The Asset Activation Pending trigger activates when a customer creates an asset but does not complete the setup within a defined number of days.

This is one of the earliest signs that a customer may be stuck during onboarding. They showed intent by creating something but did not finish configuring it.

This trigger helps you step in at the right time before the customer abandons the feature.

How the Trigger Works

When a customer creates an asset such as a workflow, calendar, product, or domain but does not activate it within your defined timeframe, the workflow is triggered.

You can configure:

  • Number of days since the asset was created

  • Match mode such as greater than or exactly

  • Specific features to monitor

Once triggered, your workflow can:

  • Notify your team

  • Send setup guidance to the customer

  • Tag the account for follow up

Required Setup: Find Contact Step

The trigger includes account and owner information, but the workflow still needs to identify the correct contact in your CRM.

The Find Contact step performs this mapping.

It works by taking a unique identifier from the trigger event, usually the owner’s email, and matching it to a contact record in your system.

Example setup:

Field: Email

Value: {{asset_activation_pending.ownerEmail}}

This step is important because it connects product activity to the correct contact. Without it, the system cannot send messages or apply updates to the right person.

How to Build a Workflow Using This Trigger

  1. Create a new workflow

  2. Select Asset Activation Pending as the trigger

  3. Set the number of days since creation

  4. Add filters such as feature or plan if needed

  5. Add the Find Contact step using the owner email

  6. Add actions such as emails, SMS, or internal notifications

  7. Publish the workflow

Recommended Uses

  • Send onboarding reminders when assets are not activated after a few days

  • Notify your team to assist accounts that are stuck during setup

  • Create feature specific onboarding workflows

  • Route priority accounts to a CSM for manual outreach