Example recipes

Each of these is buildable exactly as described, using only the triggers, conditions, and actions covered in the trigger, condition, and action references.

Tag every new contact as a lead

When contact.created → Actions: add_tag → Tag name lead.

No conditions needed — this runs for every new contact, however they were created.

Add new contacts to a welcome list

When contact.created → Actions: add_to_list → List "Welcome series".

Combine with the previous recipe by adding a second action to the same rule — one trigger firing two actions.

Create a deal when someone submits your "Book a demo" form

When form.submitted → Conditions: payload.formId equals <that form's ID> → Actions: create_deal → Pipeline "Sales", Deal name left blank (defaults to the contact's email).

Find a form's ID in its URL under Forms (/forms/<id>).

Tag contacts who confirm their newsletter subscription

When subscriber.confirmed → Actions: add_tag → Tag name newsletter-subscriber.

Since subscriber.confirmed also fires for subscribers added directly from the dashboard (see double opt-in), this tags both — if you only want people who confirmed via the public signup flow, there's no condition that distinguishes the two paths; you'd need to track that separately.

Flag contacts who unsubscribe

When subscriber.unsubscribed → Actions: add_tag → Tag name unsubscribed.

Useful as a simple segment to exclude from future list-building efforts.

Notify an external system when a deal is won

When deal.stage_changed → Conditions: payload.status equals WON → Actions: send_webhook → Webhook URL pointing at a Zapier "Catch Hook" (see Webhooks with Zapier) or your own endpoint.

This is the send_webhook action (per-rule, fires only for deals matching this condition) rather than a standing webhook subscription (account-wide, fires for every deal.stage_changed event regardless of status) — worth picking deliberately between the two depending on whether you want the filtering done in Threadliner or on the receiving end.

Create a deal from a specific pipeline for every new contact

When contact.created → Actions: create_deal → Pipeline "Sales".

Useful if every new contact should start somewhere in your pipeline by default, rather than deals only being created when someone deliberately adds one.