Triggers¶
The trigger is what starts a workflow. Every workflow has exactly one, chosen in the builder's Trigger section. Triggers come in two families: an event on a record, or a schedule.
Event triggers¶
An event trigger runs the workflow when a specific thing happens on a record. Choose one from the list:
- An account is created. Runs when a new account or lead is added to the firm.
- An account's status changes. Runs when an account moves from one status to another. You can narrow which transition fires it — see Narrowing a status change below.
- An account's owner changes. Runs when an account is reassigned to a different owner — a user or a business unit.
- A monetary transaction is recorded. Runs when a monetary transaction — such as a deposit or withdrawal — is created against an account.
- A monetary transaction is approved. Runs when a monetary transaction is approved. Use this, for example, to greet a customer after their first deposit clears.
- A position closes. Runs when a position is closed on a trading account.
When you pick an event trigger, the conditions and the text placeholders available to your actions adjust to match the kind of record the trigger works on.
Narrowing a status change¶
The account's status changes trigger can fire on any status change, or only on the transitions you care about. Two optional value lists appear when you choose it:
- From — the statuses the account is moving out of.
- To — the statuses the account is moving into.
Leave a list empty to mean "any status" on that side. To constrain it, type a value and press Enter, or click one of the suggested values offered from the status field's own options. For example, set To = Active to run only when an account becomes active, whatever it was before.
Scheduled triggers¶
A scheduled trigger runs the workflow on a recurring clock instead of in response to an event. Choose Schedule and set:
- Frequency — Daily, Weekly, or Monthly.
- Weekday (weekly) or Day of month (monthly, 1–28).
- Time — the time of day it runs, in your firm's trading-day time zone.
A scheduled workflow fans out over the workspace's accounts each time it fires: it evaluates its conditions against every account and runs its actions for those that match. Use a scheduled trigger with conditions for recurring sweeps — for example, a weekly nudge to accounts that have been inactive.
Note
Because a scheduled workflow can touch many accounts at once, use its conditions to target the right population, and preview the reach with a Test run before you enable it. See Test and monitor a workflow.