Triggers

Reference documentation for automation trigger types.

Every automation needs a starting point. A trigger defines the event or condition that causes the automation to run, and provides the starting context, including the record data and event details: that subsequent steps can use.

A workflow can only have a single trigger, and it has to be the first step in any workflow.

Automations currently support four trigger types:

Trigger type Description
Record Modified Start a workflow when a record is created, updated, or deleted
Record Time Offset Start a workflow at a time relative to a date field on a record, for records matching a condition
Scheduled Start a workflow on a recurring schedule, independent of any record
Event Start a workflow when a named platform event occurs, such as a rules violation

Each trigger type exposes a set of workflow variables that are available to all steps in the workflow.

Record modified trigger

Reference for the record modified trigger: start an automation when a record is created, updated, or deleted.

Record time offset trigger

Reference for the record time offset trigger: start an automation at a time relative to a date field on a record.

Scheduled trigger

Reference for the scheduled trigger: start an automation on a recurring schedule.

Event trigger

Reference for the event trigger: start an automation when a named platform event occurs.