Triggers

Choose what starts a workflow: record changes, inbound messages, a schedule, or a click.

What you will learn

Record triggers

Running when a record is created, an attribute changes, or a record enters a list — the deal moved to 'Won' is a trigger, not a thing someone remembers to act on.

Message and schedule triggers

Starting from an inbound email — or on a schedule, like every Monday at 8am for a weekly sweep.

Manual triggers

Workflows you run by hand on a record or a whole view, for the jobs you want automated but not automatic.