Triggers

Events that start workflow execution.

Triggers define when a workflow runs. Each trigger type responds to a specific event in your form.

Available Triggers

Form Submitted

Fires when a user completes and submits the form.

Use cases:

Send confirmation emails
Create records in external systems
Calculate final values
Trigger approval processes

Configuration:

No additional configuration needed

Entry Created

Fires when a new entry is created (before submission).

Use cases:

Set initial values
Generate reference numbers
Pre-populate from external data

Configuration:

No additional configuration needed

Answer Updated

Fires when specific field values change.

Use cases:

Recalculate dependent values
Update related fields
Validate against external data

Configuration:

Select which fields to watch
Trigger on any change or specific values

Metafield Updated

Fires when metafield values change.

Use cases:

React to admin status changes
Trigger notifications on review
Update based on internal data

Configuration:

Select which metafields to watch

Button Clicked

Fires when a button field is clicked.

Use cases:

Calculate totals on demand
Validate sections
Load external data

Configuration:

Select which button triggers the workflow

Page Loaded

Fires when a form page is displayed.

Use cases:

Set up page-specific defaults
Load data for the page
Track progress

Configuration:

Select which pages trigger the workflow

Manual

Fires when manually triggered from admin.

Use cases:

Re-process entries
Run maintenance tasks
Debug workflows

Configuration:

Name for the manual trigger button

API Request Received

Fires when a specific API endpoint is called.

Use cases:

Webhook integrations
External system updates
Custom API actions

Configuration:

Endpoint path
Authentication requirements

Trigger Configuration

Field Selection

For triggers watching specific fields:

Click the trigger node
In the panel, click Select Fields
Check fields to watch
Save

Multiple Triggers

A workflow can have multiple triggers:

Trigger: Form Submitted
    ↘
       → Calculate Total → Send Email
    ↗
Trigger: Answer Updated (quantity changed)

Both triggers lead to the same processing steps.

Trigger Conditions

Some triggers support conditions:

Trigger: Answer Updated
  Field: status
  Condition: new_value = "approved"

The workflow only runs when conditions are met.

Trigger Context

When a trigger fires, it provides context:

Form Submitted / Entry Created

Context	Description
`entry`	The current entry
`form_version`	The form definition
`answers`	All current answer values

Answer Updated

Context	Description
`field_id`	Which field changed
`old_value`	Previous value
`new_value`	New value
`entry`	The current entry

Button Clicked

Context	Description
`button_id`	Which button was clicked
`entry`	The current entry

API Request

Context	Description
`request`	Request data (body, headers)
`entry`	The target entry (if specified)

Trigger Best Practices

Choose the Right Trigger

Need	Best Trigger
Run once at end	Form Submitted
React to changes	Answer Updated
Admin action	Manual
External integration	API Request

Avoid Loops

Be careful with Answer Updated + Update Value:

Updating a watched field triggers again
Can cause infinite loops
Use conditions to prevent

Multiple Workflows

When to use multiple workflows:

Different triggers need different actions
Independent processes
Different error handling needs

When to use one workflow:

Same trigger, same process
Shared steps
Single transaction

Trigger Priority

When multiple triggers fire simultaneously:

Triggers execute in definition order
Each workflow runs to completion
Results are merged

Testing Triggers

Preview Mode

Open form in preview
Perform trigger action
Check workflow run logs

Manual Testing

Create a test entry
Use Manual trigger to test
Review run details

Debugging

If trigger doesn’t fire:

Check trigger configuration
Verify field IDs are correct
Check conditions
Review workflow is published