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Smart Triggers

Start workflows exactly when work happens

Trigger workflows from the systems your team already uses. Capture business events in real time, on a schedule, or on demand, then route them into reliable automation.

Core Capabilities

What this feature helps your team do

Events

React to app activity

Start workflows when records change, messages arrive, forms submit, or new files appear.

Schedules

Run on your timing

Use hourly, daily, weekly, monthly, or custom schedules for repeatable operations.

Webhooks

Accept real-time signals

Receive external events through webhook endpoints and process them immediately.

Workflow trigger options

Reliable starts

Every automation needs the right starting point

Smart triggers help teams reduce polling, manual checks, and missed handoffs by starting workflows from the source event.

  • Event-based triggers
  • Time-based schedules
  • Manual and form-based starts
  • Payload filtering before execution

How It Works

A practical path from setup to production

1

Select a source

Choose the app, schedule, webhook, or manual action that should start the workflow.

2

Filter the event

Only continue when the incoming data matches the rules you define.

3

Map payload data

Pass trigger data into every downstream step.

4

Monitor starts

Review when triggers fired and how each run performed.

Common Use Cases

Where teams use Smart Triggers

New lead follow-up Invoice reminders Incident escalation Daily reporting workflows

Smart Triggers questions

Clear answers about how this capability fits into real workflow automation.

Workflows can start from app events, schedules, incoming webhooks, forms, and manual actions.
Yes. You can add rules so only relevant events continue into the workflow.
Yes. Trigger payloads are available to downstream actions, conditions, AI steps, and notifications.
Yes. You can run workflows at fixed intervals or recurring times for routine operations.
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