Automation
Triggers & events
Configure model events, periodic triggers, trigger data, and event payloads.
Triggers & events
Triggers decide when automation starts. In Workflow Studio, a Trigger node can represent model events such as create or update, periodic schedules, and event-specific trigger data. Use triggers to connect product activity to repeatable work.
Trigger types
| Type | Use when | Configuration notes |
|---|---|---|
| Create event | A newly created record or ticket should start a process. | Best for intake, onboarding, acknowledgement, and first review. |
| Update event | A changed record should be evaluated. | Pair with decision logic or trigger data to avoid noisy runs. |
| Periodic trigger | Work should run on a schedule. | Store periodic flag and schedule details in trigger data. |
| Manual or playground run | A template should be tested safely. | Use playground templates before publishing. |
Configure a trigger
- Choose the object, ticket category, or automation surface that owns the event.
- Add a Trigger node near the start of the graph.
- Select the event and provide trigger data.
- Add a Decision node if only some events should continue.
- Publish the workflow version and monitor jobs after the first live events.