How to use Triggers?

Introduction

Each trigger has a slightly different approach to setup which is briefly described below.

Steps to use trigger

  1. Click on the start task.

  2. Then, click on its properties. The below form will appear on the screen.

  3. Give a name and appropriate description of it.

  4. Now, choose the trigger from the drop-down menu button of the select trigger type.

The Manual Trigger is chosen by default and doesn't require any kind of further configuration.


Steps to setup scheduled trigger

  1. Follow the above three steps and select the scheduled trigger option from the drop-down menu button of select trigger type.

     

  2. Click on save. The start task icon will change and become scheduled.

     

  3. Now, click on the scheduled trigger. The below form will appear on the screen. You can schedule automation on minutes, hourly, daily, weekly, monthly, and yearly basis. Mention the start and end date and provide the time details as per the requirement.

     

  4. After filling in the details click on save and the automation will run at the given time only.


Steps to setup webhook trigger

  1. Follow the above three steps and select the webhook trigger option from the drop-down menu button of select trigger type.



  2. A webhook API endpoint URL input field will be generated. Provide the desired URL here. A webhook makes an HTTP callback to a URL that has to be configured by the system which receives the data. That URL is called webhook endpoint. Webhook endpoints need to be public and it's important that this URL belongs to the receiving system.

  3. Click on the Output meta for the webhook trigger, then the webhook trigger is ready to accept webhook calls. You can configure this in any external system & provide basic authentication. Output meta is the type resolution for the result of a component. Each component can provide either static or dynamic metadata for the payload and attributes, isolated from each other.

  4. Click on save and the automation will be triggered by the webhook trigger.