What starts an automation? (Trigger)

The trigger is the event that starts the automation, such as a quote being accepted or a purchase order being submitted. In the editor, click the Trigger block and choose it from the Event list.

Setup:

1. Drag the Trigger block from the Node Palette onto the canvas (or click it).
2. Click the Trigger block on the canvas.
3. In the panel on the right, choose from the Event list what should start the process.
4. Connect the Trigger to the next step.

Once an event is selected, Available fields shows what data the event passes on – for a purchase order, for example, the PO number, the supplier name and the net amount. You can build conditions on these fields.

Events you can choose, by area:

• CRM and quotes: opportunity stage changed, quote accepted.
• Contracts: created, signed, activated, expiring, terminated.
• Purchasing: purchase order submitted, approved, received, cancelled, late delivery.
• Stock: stock level changed, low stock level, inventory session closed.
• Invoices and tasks: invoice paid, task overdue.
• Approvals: approval approved, rejected, timed out.
• Manufacturing: production order planned, started, completed, cancelled.
• Ledger: booking entry confirmed, ledger period closed, ledger year closed.

An automation can have only one trigger. If you want the same thing to happen on several events, create several automations – the Duplicate button copies an existing one quickly.