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.Documentation Index
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How Triggers Work
- A trigger listens for real-time events from an integrated third-party app.
- When the event occurs, the workflow starts immediately.
- Event data — including metadata and attachments — is passed into the workflow for downstream processing.
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.
Trigger Payload and Attachments
| Topic | Details |
|---|---|
| Contextual data | Triggers can pass event-specific metadata, IDs, and contextual data into the workflow. |
| Attachments | Provided as temporary URLs valid for 24 hours. Only one attachment is supported at a time. |
| Workflow variables | Downstream nodes can reference trigger payload fields as workflow variables. |
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.