Available for Plus plan and above
Types of Triggers
1. When Record is Created
Description: Triggers when a new record is created in a table. Use Cases: Ideal for scenarios requiring immediate action upon data entry, such as sending welcome emails or updating related records. Configuration: Select the table to monitor - any new record creation will trigger the automation.2. When Record is Created or Updated
Description: Triggers when a record is either created or updated in a table. Use Cases: Suitable for scenarios requiring processing of both new and modified data, such as data synchronization or update notifications. Configuration: Select the table and specific fields to monitor. If all fields are selected, any record update will trigger the automation.3. When Record is Updated
Description: Triggers when a record is updated in a table. Use Cases: Perfect for responding to specific field changes, such as status updates or amount changes. Configuration: Select the table and specific fields to monitor. If all fields are selected, any record update will trigger the automation.4. When Form is Submitted
Description: Triggers when a specified form is submitted. Use Cases: Ideal for handling form submission data, such as customer feedback or order processing. Configuration: Select the form to monitor.5. Scheduled Trigger
Description: Automatically triggers based on a set schedule. Use Cases: Perfect for tasks that need to run periodically, such as data backups, report generation, or regular reminders. Configuration Options:- Frequency: Choose from minutes, hours, days, weeks, months, or one-time
- Start Time: Set when the first trigger should occur
- Time Zone: Automatically set to the configurator’s current time zone
- Minutes: Trigger every X minutes
- Hours: Trigger every X hours
- Days: Trigger at a specific time every X days
- Weeks: Trigger on specific days of the week every X weeks
- Months: Trigger on specific dates every X months
- One-time: Trigger once at a specified date and time
- The system displays the next trigger time to help verify your settings
- Actual trigger times may have slight delays depending on system load and other factors
- For monthly triggers, use negative numbers to indicate end-of-month (e.g., -1 for the last day)
Best Practices
- Choose the Right Trigger: Select the most appropriate trigger type based on your business needs.
- Consider Frequency: For scheduled triggers, balance real-time requirements with system resource consumption.
- Use Conditions: Combine triggers with conditions for more precise control over when automations run.
- Monitor Performance: You’ll receive emails and notifications for automation errors, ensuring timely intervention to prevent workflow interruptions.