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Triggers are an advanced automation feature that starts workflows automatically when specific events occur in connected applications. When the configured event fires — such as a record creation, a status change, or a threshold being reached — the workflow runs immediately, with no manual action required. Triggers are configured in the Start node and can be used alone or combined with the Scheduler.

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How Triggers Work

  1. A trigger listens for real-time events from an integrated third-party app.
  2. When the event occurs, the workflow starts immediately.
  3. Event data — including metadata and attachments — is passed into the workflow for downstream processing.
Triggers

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Prerequisites

Before adding a trigger to a workflow:
  • Add the integration app to your workspace.
  • Set up the required connection and authentication profile.
  • Open the workflow in Flow Builder and access the Start node, where all triggers are configured.
For configuration steps, see Start Node – Automate Workflow Initiation.

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Trigger Payload and Attachments

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Best Practices

  • Use clearly defined events to avoid unnecessary workflow runs.
  • Validate integration connections regularly to keep triggers active.
  • Confirm payload fields before referencing them in conditions or expressions.
  • Monitor trigger activity to quickly identify and fix inactive or failing triggers.