[Workflow] What are the Trigger Methods?

Created by YOOV Plus, Modified on Wed, 12 Oct 2022 at 11:15 AM by YOOV Plus

Trigger Method

  1. Worksheet event triggered
    • Workflow will be triggered when a record is added to the worksheet or an existing record is changed
  2. Timed trigger
    • Tigger the process in a loop according to the set time period
  3. Trigger by date field
    • Specify a date field and use the date in the field as a timetable to trigger the process
    • For example, specify the employee birthday or customer registration date in the worksheet to send SMS notifications 
  4. Personnel event triggered (upcoming feature)
    • Triggered when someone enters/leave the organization
  5. Webhook trigger (upcoming feature)
    • Triggered when a Webhook is received at the specified URL

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