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Understand workflow trigger types

A trigger is the event that starts a workflow. When the trigger event occurs, the workflow starts and evaluates the configured logic. Every workflow must have a trigger. Understanding trigger types helps you choose the appropriate starting point for your business process.

Trigger types

Workflow supports the following trigger types:

  • Event-based trigger
  • Scheduled trigger
  • Manual trigger
  • Webhook trigger
Event-based trigger

An event-based trigger starts a workflow when a supported event occurs in the system. These triggers automatically respond to activities such as user updates, profile changes, and learning events.

Use event-based triggers when a workflow needs to respond immediately to a business event.

Scheduled trigger

Scheduled trigger starts a workflow on a specified date, time, or recurring schedule. These triggers help automate recurring processes that require regular monitoring, follow-up, or notifications.

Use scheduled triggers when the workflow should run at predefined intervals instead of waiting for a system event.

Manual trigger

Manual trigger starts a workflow when a user initiates it. Unlike event-based and scheduled triggers, manual triggers do not run automatically.

Use manual triggers when an admin or authorized user needs control over when the workflow starts.

Webhook trigger

Webhook trigger starts a workflow when an external application sends information to workflow. These triggers help automate processes that involve data or events from external systems.

Use webhook triggers when workflow execution depends on information received from another application.

📒Note: Setting up a webhook connection typically requires your IT team to connect the external system with Engagedly. Your Solutions Consultant guides you through the setup process.