Automation & Workflows
Trigger
An event or condition that starts an automated workflow.
Example
Receiving a signed contract triggers account setup tasks.
Why it matters
It removes the need for someone to notice an event and manually start the process.
You'll hear it
“Start this only when the customer confirms, not when they open the form.”
Can you control it?
Sometimes
Sometimes. Some products or workflows let you influence a trigger, while others keep it fixed or manage it automatically. Check the settings and documentation for the tool you are using.
Common questions
- Can one event start the same workflow twice?
- Yes. Duplicate notifications can happen, so the workflow should recognize work it has already started.
- Does a trigger guarantee the rest will succeed?
- No. Later steps can still fail or require information that is not yet available.
- Can a workflow have more than one trigger?
- Some tools allow that. Check that the different starting events do not create duplicate work.