Triggers
Triggers are the starting point of every workflow; they define the specific conditions or events that cause your workflow to execute. Without a properly configured trigger, your workflow cannot run automatically. A trigger runs custom code when certain events happen in a system. It helps automate tasks, like sending an email when a new record is added or updating a record when a related one changes.
A trigger launches the workflow and can be classified based on several criteria: event-based (such as actions from other Boltic services, activating a Tables Trigger when table data changes), or integration-based (such as triggers can be configured to respond to new emails received in Gmail if these integrations are set up).
When configuring a trigger for a workflow, users establish specific conditions, including any required filters or parameters that must be met. For instance, a table trigger can be configured to monitor the addition of new rows to a specific table and can be further fine-tuned to activate only when a certain column meets a predefined value. When the trigger condition is satisfied, Boltic automatically initiates the associated workflow, ensuring that processes operate smoothly and effectively.
Refer to the Integration → Triggers documentation for a list of available triggers, comprehensive information, and configuration options.
Steps
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- Navigate to the workflow you want to edit.
- Select from available trigger types based on your automation needs.
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- Set specific conditions, filters, and parameters for trigger activation.
- Validate your trigger setup to ensure it responds to the intended events.