About Triggers¶
Triggers are an advanced automation feature in AI for Process that allows workflows to start automatically when specific events occur in connected applications. This enables true event-driven automation—workflows can run instantly without any manual action.
Triggers are configured in the Start node. You can use triggers alone or together with the Scheduler.
How Triggers Work¶
- A trigger listens for real-time events from an integrated third-party app.
- When the event occurs (for example, a record is created, a status changes, or a threshold is reached), the workflow starts immediately.
- Event data, including metadata and attachments, is passed into the workflow for downstream processing.
Prerequisites for Adding a Trigger¶
To use triggers in a workflow:
- Add the integration app to your workspace.
- Set up the required connection and authentication profile.
- Open your workflow in Flow Builder and access the Start node, where all triggers are configured.
For detailed configuration steps, see Start Node – Automate Workflow Initiation.
Trigger Payload and Attachments¶
- Triggers can pass contextual data, metadata, and event-specific IDs.
- Attachments are provided as temporary URLs (valid for 24 hours). Only one attachment is supported at a time.
- Downstream nodes can reference trigger values as workflow variables.
Best Practices¶
- Use clearly defined events to avoid unnecessary workflow runs.
- Regularly validate integration connections to keep triggers active.
- Confirm payload fields before referencing them in conditions or expressions.
- Monitor trigger activity to quickly identify inactive or failing triggers and take corrective actions.