Hi everyone,
I wanted to post an update since there have been some new options introduced that solve some of these use cases. Last year “When an event occurs” triggers were added (KB doc), which made a number of new trigger options available. As mentioned as needed in many of the comments here, these new triggers include: Meetings, Calls, and Sales documents interactions.
To use these options, create a Contact workflow and select the trigger type “When an event occurs.” Here are some screenshots for reference:
Another great thing about these event driven triggers is that the contact will enroll and re-enroll every time the event happens. So for example if you have a Meeting booked trigger, every time the contact books a meeting they will enroll. This should help with a lot of the needs outlined above : )
Best,
Megan Legge
Product Manager for Workflows