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126 lines
5.6 KiB
Plaintext
126 lines
5.6 KiB
Plaintext
---
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title: Workflow Triggers
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description: Learn about the different triggers that start your workflows.
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---
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## About Triggers
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Workflows always start with a single trigger that defines when the automation should run.
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<img src="/images/user-guide/workflows/workflow_triggers.png" style={{width:'100%'}}/>
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<Tip>
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**Advanced objects are supported!** Beyond standard CRM objects (People, Companies, Opportunities), you can also trigger workflows and perform actions on:
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- Workspace Members
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- Calendar Events
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- Messages (Emails)
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- Tasks, Notes, and many other system objects
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This opens up powerful automations like notifying team members when calendar events are created, or processing incoming emails automatically.
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</Tip>
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## Record is Created
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Starts the workflow when a new record is created in a selected object (People, Companies, Opportunities, or any custom object).
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**Configuration**: Select the object type to monitor for new records.
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<Note>
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- This trigger is great for records created by CSV, mailbox and calendar synchronization, or API.
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- **It is not recommended for records created manually**: with this trigger, workflows start as soon as the record is created. Since Twenty UI offers auto-save on the fly (there is no edit mode and then a validation to save records), the workflow will be triggered before the user inputs all the fields.
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To trigger this workflow on records created manually, it is recommended to use the trigger `Record is created or updated` instead.
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</Note>
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## Record is Updated
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Starts the workflow when changes are made to an existing record.
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**Configuration**:
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- Select the object type
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- Optionally specify which fields to monitor for changes
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## Record is Updated or Created
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Starts the workflow when a record is either created or updated in a selected object.
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**Why This Matters**: This trigger is particularly helpful because records created via different methods behave differently:
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- **API/CSV imports**: Records are created with all fields populated immediately
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- **Manual creation**: Records are created first, then fields are added in subsequent updates
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**Configuration**:
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- Select the object type to monitor
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- Optionally specify which fields to monitor for changes
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- The workflow will trigger both on initial creation and any subsequent updates
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## Record is Deleted
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Starts the workflow when a record is removed from an object.
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**Configuration**: Select the object type to monitor for deletions.
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## Manual Trigger
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Starts the workflow when triggered by a user action. This trigger can be accessed through the `Cmd+K` menu or via a custom button that will be displayed in the top navbar after selecting record(s).
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<img src="/images/user-guide/workflows/add_to_newsletter_button.png" style={{width:'100%'}}/>
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**Availability Configuration**:
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Choose how the workflow should handle record selection:
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- **Global**: No record is required to trigger this workflow. The workflow is triggered from the command menu `Cmd+K` anywhere (from any object) and does not use record(s) as input.
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For **Single** and **Bulk** availability, the selected record(s) will be passed to your workflow. This is configured for a given object, and several records can be selected before triggering the workflow.
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- **Single**: The workflow will run from beginning to end as many times as there are records selected.
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<Note>
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**Soft limit: 100 runs/minute**. Beyond this, workflows remain in "Not Started" status and are processed gradually—either by a background job or when another workflow enters the queue. This means you can select more than 100 records with a Single trigger; execution will just be slower.
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</Note>
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- **Bulk**: The workflow will run once, providing the entire list of records as input. This means the workflow needs to contain an [Iterator action](/user-guide/workflows/capabilities/workflow-actions#iterator).
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<Note>
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This is more advanced, and best for people who want to optimize the number of workflow runs.
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</Note>
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<img src="/images/user-guide/workflows/manual_trigger.png" style={{width:'100%'}}/>
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**Additional Configuration**:
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- Select the target object (for Single and Bulk availability)
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- Choose a command icon for the workflow trigger
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- Configure navbar placement (Pinned or Not Pinned)
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**Access Methods**:
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- `Cmd+K` menu to find and launch manual workflows
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- Custom button in the top navbar (if configured)
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## Time-Based Trigger: On a Schedule
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Starts the workflow on a recurring basis you define.
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**Configuration**:
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- Select time unit (minutes, hours, days)
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- Enter a value or use custom cron expressions for advanced scheduling
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<Note>
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**Timezone**: Scheduled workflows run in **UTC**. When setting hours for daily schedules, convert your local time to UTC.
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</Note>
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## External Trigger: Webhook
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Starts the workflow when a GET or POST request is received from an external service.
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<img src="/images/user-guide/workflows/webhook_trigger.png" style={{width:'100%'}}/>
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**Configuration**:
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- The workflow provides a unique webhook URL—copy this and add it to your external system as the endpoint to call.
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- For POST requests, define the expected body structure so Twenty knows what data to expect. Add here the fields you will receive that will be needed below in your workflow.
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- Configure authentication (coming soon).
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## Choosing the Right Trigger
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| Use Case | Recommended Trigger |
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|----------|---------------------|
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| New leads need processing | Record is Created |
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| Data changes need sync | Record is Updated |
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| Import/manual data handling | Record is Updated or Created |
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| Cleanup after deletion | Record is Deleted |
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| User-initiated action | Launch Manually |
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| Recurring reports | On a Schedule |
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| External integration | Webhook or On a Schedule|
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