What are activities?
Activities are events automatically created by Bigdelta when important changes happen in your customer data. They capture moments like account creation, trial transitions, revenue movements, payment issues, and product usage changes. Activities power Moments triggers and end rules, and appear on account timelines to give you a full picture of what is happening with each customer.
How activities are created
Activities are generated automatically by Bigdelta’s automation engine when it detects relevant changes in your data. Each activity is linked to an account and includes a category label and contextual properties.Activity reference
Account
Trial
MRR Movements
These activities are created when revenue movement events are processed. Each includes the MRR change amount and a description.Revenue Stage
These activities are created when an account’s Revenue Stage changes.Product Stage
These activities are created when an account’s Product Stage changes.Payments
Subscriptions
Product Usage
These activities track changes in product usage and are subject to a 7-day cooldown — if the same activity type was already created for the same record in the last 7 days, it is skipped. Each includes a change percentage property.Users
One activity is created for each individual user added or removed. Each includes the User ID as a property.Feature Adoption
These activities are created when a feature record’s adoption status changes. The feature name in the activity comes from the object’s display name. Only changes to Tried, Adopted, or Dropped trigger activities — the Never status is ignored, and no activity is created if the status did not actually change.Entitlements
These activities are created when entitlement records change. The entitlement name in each activity comes from the object’s display name. The behavior depends on the entitlement type.Toggle entitlements
Metered and quota entitlements
Multiple threshold activities can be created at once. For example, if usage jumps from 40% to 95%, both the 50% and 90% activities are created.
Feedback
Plan Limits
Using activities in Moments
Activities are the primary triggers for Moments. When configuring a moment’s start rule or end rules, you select from the available activity types. For example:- Start a moment when Trial Ending Soon fires, then end it successfully when New Business is recorded
- Start a moment when Payment Failed fires, then end it successfully when Payment Recovered is recorded
- Start a moment when Product Usage Dropped fires to proactively engage at-risk accounts
Moments
Learn how to create automated playbooks triggered by activities.