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

# Rules

> When something happens to a contact, do something, wherever the contact is.

> [!NOTE]
>
> **Pro plan for calls out.** Event rules that tag, move, notify your team or stop a contact are on every plan. A rule that calls a webhook or an API (a Slack message included) is part of Pro and Agency (and the free trial); on Starter, saving one shows **Part of Pro: Webhooks** with an **Upgrade to Pro** button. Rules you already have keep running. See [Plans and billing](/help/account/billing.md).

Rules run beside your campaigns and never hold them up. A campaign's own rules also show in its builder as an **Always on** box on the canvas, left of the start box (see [Meetings booked by contacts](/help/campaigns/meetings.md)). Example: "When an invitation is accepted during the follow-up, tag the contact and tell the CRM."

![Rules](https://mintcdn.com/kerux-f37add41/hxXnH5J2aAMkPLq4/images/rules.png?fit=max\&auto=format\&n=hxXnH5J2aAMkPLq4\&q=85\&s=feb03186528d446440a6e960d3f0e138)

**1. Create a rule**

Click **Integrations > Rules**, then **New rule**, and give it a name.

**2. When**

Pick the event: an invitation is accepted, sent or withdrawn, the contact replies, the contact books a meeting, the contact's meeting is cancelled, a possible meeting needs confirmation, the contact reacts to a message, the contact opens an email, the contact clicks a link in an email (campaign emails with tracking on; opens and clicks by mail apps and scanners are left out), a custom event arrives (API or webhook), or anything happens.

**3. Where**

**Anywhere in this workspace**, **While the contact is in a campaign**, or **While the contact is on a step**.

**4. Then**

Add one or more actions: add or remove tags, set a contact field, move to a step, move to another campaign, take out of the campaign, send to a webhook endpoint, or call an API. Tick **Only once per contact** if it should never repeat.

**5. Save**

Click **Save rule**. Turn it on or off any time. **Recent runs** shows what each rule did, with **Run again**.


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.