> ## Documentation Index
> Fetch the complete documentation index at: https://docs.sympana.com/llms.txt
> Use this file to discover all available pages before exploring further.

# When To Use Each Trigger and Action

> Quick reference for all Sympana Connector actions and triggers — when to use each one and how they fit together.

## Custom Actions

### Place Call

Use when you already know which connection should place the call. This is the simplest option when your routing is already decided.

### Place Call (Smart Selection)

Use when you want Sympana to choose the best phone number automatically with geo-aware rotation. Best for high-volume campaigns with multiple numbers.

### Wait Until Calling Window

Use before any Place Call action when you want calls to go out only during allowed hours in the lead's timezone. Pauses the workflow until the window opens.

### Send AI Message

Use when you want your AI messaging agent to respond to an inbound message. Pair this with the Message Received trigger. The AI reads the message, generates a response, and sends it back through GHL Conversations.

***

## Custom Triggers

### Call Completed

Use when you want a workflow to start after a voice call ends. Passes full call data — transcript, sentiment, recording URL, duration, custom analysis, and 30+ other fields. Build post-call workflows here: follow-up SMS, pipeline updates, notes, tags.

### Message Received

Use when you want a workflow to start after an inbound message arrives. Works with SMS, WhatsApp, Instagram, Facebook, Webchat, TikTok, and Email. Add channel filters to narrow which messages trigger the workflow.

### Handoff Requested

Use when you want a workflow to start after your AI messaging agent requests a human takeover. Common actions: add a handoff tag, assign the contact to a team member, send an internal notification, create a task.

***

## Recommended combinations

### Voice outbound campaign

```
Workflow 1: Wait Until Calling Window → Place Call (Smart Selection)
Workflow 2: Call Completed → post-call actions (notes, tags, pipeline, SMS)
```

### AI messaging

```
Workflow 1: Message Received → Send AI Message
Workflow 2: Handoff Requested → Add Tag → Notify Team → Create Task
```

### Full voice + messaging

```
Workflow 1: Wait Until Calling Window → Place Call
Workflow 2: Call Completed → Add Note → Tag based on sentiment
Workflow 3: Message Received → Send AI Message (for inbound replies)
Workflow 4: Handoff Requested → Assign to team member
```

<Tip>Keep voice and post-call logic in separate workflows. Use Call Completed as the trigger for your post-call workflow — don't try to handle call results in the same workflow that places the call.</Tip>