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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.

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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.

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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. Triggers

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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.

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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.