Workflow triggers
Reference5 minPractitioner
Choose the event that starts a workflow. A schedule runs in addition to that event.
| Trigger | Code | When it runs |
|---|---|---|
| A record is created | RECREATE | A record is created. |
| A record is updated | REUPDATE | A record is updated. |
| Created or updated | RECRUP | Created or updated. |
| A record is deleted | REDELETE | A record is deleted. |
| Adhoc | ADHOC | Started by a button or another workflow. |
| From a webhook | WEBHOOK | Started when another system calls the workflow URL. |
Add a schedule
Section titled “Add a schedule”A schedule runs at set times in addition to the selected trigger.
| Preset | Cron |
|---|---|
| Every hour | 0 0 * * * ? |
| Every day at 09:00 | 0 0 9 * * ? |
| Every Monday 09:00 | 0 0 9 ? * MON |
Choose timing
Section titled “Choose timing”For record events, choose After the record is saved (POST) to run after the operation. Choose Before the save, can stop it (PRE) to check the record before saving. Within the same event and timing, lower Order values run first.
What's next
Choose when a workflow runsPick the trigger that starts a workflow, and set its order, so it runs when a record changes, when a button is pressed or when another system calls it.Before the save or after: PRE and POST workflowsUnderstand when a workflow runs relative to the save, which one can stop a save, and which to choose for a check, a notification or an approval.
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