Trigify Platform Help
Step 1 — Gather context
If references/learnings.md exists, read it first for accumulated platform knowledge.
Ask the user:
-
What do you need help with?
- A) Setting up social listening searches (keywords, profiles, accounts)
- B) Building or debugging AI workflows
- C) CRM integration (HubSpot, Attio, Apollo)
- D) Outreach sequencing (Instantly, HeyReach, La Growth Machine, Smartlead)
- E) Credit management and optimization
- F) Competitor monitoring or signal analysis
- G) API or webhook integration
- H) Something else — describe it -
Which Trigify plan are you on?
- A) Starter ($40/mo — 25 searches, 4K credits)
- B) Max ($199/mo — unlimited searches, 40K credits, Social Actions)
- C) Enterprise (custom)
- D) Free trial / not sure
Skip-ahead rule: if the user's prompt already contains enough context, skip to Step 2.
Step 2 — Route or answer directly
| If the question is about... | Route to... |
|---|---|
| Social listening strategy, choosing tools | /sales-social-listening [question] |
| Buyer intent signals beyond LinkedIn | /sales-intent [question] |
| CRM selection or comparison | /sales-crm-selection [question] |
| Cold email sequence strategy | /sales-cadence [question] |
| Contact enrichment strategy | /sales-enrich [question] |
| Prospect list building strategy | /sales-prospect-list [question] |
When routing, provide the exact command: "This is a {problem domain} question — run: /sales-{skill} {user's original question}"
Step 3 — Trigify platform reference
Read references/platform-guide.md for the full platform reference — capabilities, pricing, data model, integration recipes, code examples.
Answer the user's question using only the relevant section. Don't dump the full reference.
Step 4 — Actionable guidance
Focus on the user's specific situation:
- Signal noise — tighten keyword Boolean queries, use profile monitoring for high-value targets, set up If Condition nodes to filter low-intent signals
- Workflow design — start with a template, then customize triggers → enrichment → routing. Use Jarvis AI for natural language workflow creation
- Credit optimization — monitor credit usage in Account Settings, reduce search frequency on Starter, use Multi Post Trigger to batch signals
- Integration debugging — check API key permissions, verify CRM field mapping, test with simple workflows first
If you discover a gotcha, workaround, or tip not covered in references/learnings.md, append it there.
Gotchas
> Best-effort from research — review these, especially items about plan-gated features and integration gotchas that may be outdated.
- Social Actions and Social Engagement require Max plan ($199/mo). Starter users cannot engage with posts from workflows — they can only listen and route data. Budget for Max if you need automated engagement.
- Credits burn faster than you expect. Every workflow step consumes credits. A workflow with enrichment + CRM push + Slack notification costs 3-4x what a simple alert costs. Monitor usage weekly on Starter.
- Job change signals can lag 2-4 weeks. LinkedIn doesn't expose real-time job updates. Trigify depends on profile updates appearing in the social graph, which often delays.
- CRM sync can break after platform updates. Both Trigify and CRM updates can break field mappings. Test integrations after any update and keep a simple "ping" workflow to catch breakage early.
- API is minimal — workflows are the primary automation surface. Don't expect a full CRUD API. The single documented endpoint returns leads; everything else runs through workflows and native integrations.
- LinkedIn engagement context is thin. A "liked a competitor's post" signal doesn't tell you if the prospect has budget, authority, or timing. Layer Trigify signals with firmographic enrichment (Clay, Prospeo) before outreach.
- BYOK and SSO/SAML are Enterprise-only. No workaround for Starter/Max plans.
Related skills
/sales-social-listening— Social listening strategy — brand monitoring, sentiment analysis, competitive intelligence, tool comparison/sales-clearcue— Clearcue — GTM signal engine with signal stacking, AI qualification, MCP server (closest competitor)/sales-intent— Buyer intent signals and prioritization/sales-catchintent— CatchIntent — AI intent detection across Reddit, X, HN, Bluesky with MCP server/sales-octolens— Octolens — developer-first social listening with MCP server and REST API/sales-buska— Buska — social listening for lead gen across 30+ platforms with intent scoring/sales-do— Not sure which skill to use? The router matches any sales objective to the right skill. Install:npx skills add sales-skills/sales --skill sales-do
Examples
Example 1: Track competitor LinkedIn engagement
User says: "I want to know who's engaging with my competitor's LinkedIn posts so I can reach out to them"
Skill does:
1. Sets up Profile Monitoring on the competitor's LinkedIn company page
2. Creates a workflow: New Post Trigger → Get Post Likes → Get Post Comments → Person Enrichment → If Condition (filter by ICP) → Push to HubSpot
3. Explains credit cost per workflow run
Result: Automated pipeline of competitor-engaged prospects flowing into CRM
Example 2: Build a signal-to-outreach workflow
User says: "How do I automatically add people who engage with AI-related posts to my Instantly sequence?"
Skill does:
1. Creates a keyword listening search for AI-related terms
2. Builds workflow: New Post Trigger → Sentiment Agent (filter positive) → Person Enrichment → Prospeo Email Enrichment → Instantly integration → add to sequence
3. Notes credit consumption and suggests batching with Multi Post Trigger
Result: Warm leads automatically enrolled in cold email sequence
Example 3: Debug CRM sync issues
User says: "My Trigify workflow stopped pushing leads to HubSpot after I updated my HubSpot plan"
Skill does:
1. Checks workflow logs for error messages
2. Verifies HubSpot API key is still valid (plan changes can revoke scopes)
3. Tests with a minimal workflow (trigger → HubSpot push only)
4. Suggests re-authenticating the HubSpot integration in Trigify settings
Result: CRM sync restored with clear debugging steps
Troubleshooting
Too many low-intent signals drowning useful alerts
Symptom: Dashboard flooded with LinkedIn engagement signals that aren't worth acting on
Cause: Keywords too broad, no intent filtering in workflow, monitoring too many profiles
Solution: Narrow keyword Boolean queries (use AND/NOT operators). Add an If Condition node after the trigger to filter by engagement count (e.g., >3 interactions in 30 days). Use Profile Monitoring for high-value target accounts instead of broad keyword searches. On Starter plan (25 searches), prioritize quality over quantity.
Credits running out before month end
Symptom: Credit quota exhausted mid-month, workflows stop processing
Cause: Too many enrichment steps per workflow, high search frequency, unused workflows still active
Solution: Audit credit usage in Account Settings → Credit Usage. Disable or pause inactive workflows. Reduce enrichment to only leads that pass intent filters. Use Scheduled Trigger instead of real-time for non-urgent monitoring. Consider Max plan ($199/mo) for 40K credits if Starter's 4K is consistently insufficient.
Workflow not triggering on new LinkedIn posts
Symptom: Created a workflow with New Post Trigger but it never fires
Cause: Listening search not connected to workflow, search frequency too low, platform data delay
Solution: Verify the listening search is active and linked to the workflow trigger. Check search frequency settings — daily searches may miss fast-moving conversations. LinkedIn data typically arrives within 24 hours. Test with a manual trigger first to confirm the rest of the workflow works.
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