On Attribute Changed

On Attribute Changed is a bot trigger that activates when a customer attribute is updated in DoubleTick.

Attributes are stored customer details that help you track progress and segment leads, such as:

  • Lead stage

  • Customer type

  • Interested product

  • Location

  • Visit scheduled (Yes/No)

Whenever the value of an attribute is set, updated, or removed, this trigger can automatically start a bot journey.


Where to Use This Trigger

Use this trigger when your automation depends on customer status or lifecycle movement.

It is especially useful for:

  • Lead funnel automation

  • Sales stage follow-ups

  • Personalized messaging based on customer actions

  • CRM-style workflows inside DoubleTick


How This Trigger Works

When you select On Attribute Changed, DoubleTick gives you a dropdown to choose:

  1. Which attribute you want to track Example: Lead Stage

  2. When the bot should run, based on three trigger conditions:


Option 1: On Set First Time

This runs only when the attribute is being assigned for the very first time.

Use this when you want automation only at the initial update.

Example: Lead Stage is set to “Interested” for the first time → Bot starts welcome journey.


Option 2: On Changed Any Time

This runs whenever the attribute value changes from one value to another, at any point.

Use this when you want automation at every stage movement.

Example: Lead Stage changes from “Interested” → “Converted” → Bot sends onboarding steps.


Option 3: On Removed

This runs when the attribute value is removed or cleared.

This is useful for attributes that work like Yes/No flags.

Example: Visit Scheduled = Yes is removed → Bot sends a follow-up asking to reschedule.


How to Use It in Bot Studio

  1. Open Bot Studio and create a new journey

  2. Select trigger: On Attribute Changed

  3. Choose the attribute from the dropdown (example: Lead Stage)

  4. Select when the trigger should run:

    • On Set First Time

    • On Changed Any Time

    • On Removed

  5. Build the automation steps and publish the journey


Key Capabilities

  • Supports automation based on customer lifecycle updates

  • Helps build stage-based and personalized journeys

  • Works well for CRM-style workflows

  • Gives control over first-time, repeated, or removed changes


Example Use Case

A sales team uses Lead Stage as an attribute.

  • When Lead Stage is set to “Interested” (first time), the bot sends product details

  • When it changes to “Converted”, the bot sends onboarding steps

  • If a scheduled visit value is removed, the bot sends a rescheduling reminder

Last updated