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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.

tip

Refer to the Integration → Triggers documentation for a list of available triggers, comprehensive information, and configuration options.

Steps

Configure Trigger

  1. Navigate to the workflow you want to edit.
  2. Select from available trigger types based on your automation needs.

Add Trigger

  1. Set specific conditions, filters, and parameters for trigger activation.
  2. Validate your trigger setup to ensure it responds to the intended events.