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Triggers in Flows

Triggers are the starting points in a flow used to automate tasks and create sophisticated business flows with conditions. By identifying the appropriate trigger, you can kick-start the workflow. Once the trigger event happens, it activates the associated actions or processes.

In the Backflipt platform, there are five trigger types available to help you automate your flows with ease.

Manual Triggers

The user activates these triggers when they are ready to start the workflow.

For example, if you want a workflow to fetch opportunity details from Salesforce when you click a button or perform a specific action, you will use a manual trigger. It gives you control over when the workflow starts and allows you to fetch information from Salesforce exactly when you need it.

Scheduled Triggers

These triggers are fired at a specific time or interval, such as every day at 10 a.m. or every hour. 

For example, you can use a scheduled trigger to run a workflow every 30 minutes to check if any new incidents are created in an ITSM integration such as Ivanti ITSM.

Webhook Triggers

These triggers enable workflows to react to events using webhooks, which are HTTP callbacks or notifications sent from one application to another when a particular event happens. When the specified event takes place in the source application, the webhook trigger triggers the workflow.

For example, the "On Opportunity Creation" webhook event triggers a user's workflow when a new opportunity is created in Salesforce.

Application Triggers

These triggers are fired when an event occurs in an application, such as a new record being created or a change being made to an existing record.

Callable Triggers

These triggers enable workflows to be called into other workflows. They are separate workflows that cannot be called manually or via a webhook. Callable triggers can be useful for decomposing complex workflows into smaller and more manageable workflows.

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