Configure Workflow Triggers

Introduction

• Purpose: This article explains how to configure a Trigger in the Workflow Builder. A trigger is the starting point of a workflow and defines the event that initiates the entire process. This guide is designed for users who want to automate specific actions in response to defined events like creating a lead, updating a record, or submitting a form.

Add a Trigger

• In the Builder section, you will see a box labeled Trigger.

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Search or Choose a Category

• Use the Search Category field at the top if you know the specific trigger category you're looking for.

• Alternatively, scroll through the categories and click on the relevant one.
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Explore Available Triggers

• Once a category is selected, it will display the specific triggers associated with it in the right-hand panel.

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Select the Trigger

• Click on the desired trigger to choose it.

• The selected trigger will highlight or be marked for confirmation.
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Submit the Trigger

• Click the Submit button in the bottom-right corner of the window to finalize your trigger selection.

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Need More Help?

Contact Support: For further queries, reach out to our Support Team.

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