Triggers reference
A trigger is the first node of every workflow. It decides when the workflow runs.
Core triggers
| Trigger | Runs when… | Key settings |
|---|---|---|
| Manual Trigger | You run the workflow from the editor. It emits once when you click Run. | – |
| Platform Trigger | Something happens in this ERP•AI app | Event Type: On Record Create, On Record Update, On Record Create/Update, On Record Delete, or Custom Action.Table: which table or view to watch (views and the built-in Users table are listed too).Trigger Conditions: only run for records that match your rules. |
| Scheduler | On a schedule (every hour, daily at 8:00, weekly…) | Frequency and time |
| Cron Trigger | On a cron expression, for advanced schedules | Cron expression |
| Webhook Trigger | An outside system calls the workflow’s URL | Webhook URL, method, authentication |
| Custom Page Trigger | A button or action on a custom page is used | Page and action |
Platform Trigger event types
- On Record Create: a new record is added, whether through a form, an import, the API, or another workflow.
- On Record Update: an existing record changes.
- On Record Create/Update: either of the above.
- On Record Delete: a record is deleted.
- Custom Action: a user clicks a Custom action button with the Proto Custom Trigger type.
App and service triggers
Start a workflow when something happens in another tool. Available triggers include:
ActiveCampaign · Asana · Autotask Webhook · AWS SNS · Bitbucket · Box · Brevo · Cal.com · Calendly · Chargebee · ClickUp · ConvertKit · Copper · Customer.io · Eventbrite · Expensify Webhook · Facebook · Figma · GetResponse · GitHub · GitLab · Gmail · Google Calendar · Google Docs · Google Sheets · HelpScout · HubSpot · IMAP Email · Intercom · Jira · Keap · Lemlist · Linear · Mailchimp · MailerLite · Mailjet · Mautic · Microsoft Teams · Netlify · Outlook Email · PayPal · Pipedrive · PostgreSQL · Postmark · SharePoint · Shopify · Slack · Strava · Stripe · SurveyMonkey · Taiga · Telegram · Trello · Twilio · Typeform · Webflow · WhatsApp · Wise · WooCommerce · Workable · Zendesk
Most app triggers need a Connection (saved credentials). See Connections.