Create a Trigger

A trigger runs an action automatically when something happens in your workspace. For example, send an email when a product order is finished, or export a report when an audit is finished.

Create a trigger

1. Click Settings under Management.
2. Click Triggers under Integrations.
3. Click the yellow plus button.
4. On the Scope dropdown menu, select what the trigger applies to, for example all product orders.
5. On the What dropdown menu, select the action, for example Send an email.
6. On the When dropdown menu, select the occurrence that activates the trigger.
7. Fill out the options under Attributes. They appear once you’ve selected What and When.
8. If needed, write notes for this trigger.
9. When you’re done, click Add.

The available actions and occurrences depend on the scope:

• Article categories and product orders
• Audits
• Issues and approval requests
• Improvement boards and approval boards

To change or remove a trigger, see Edit or delete a trigger. To see when a trigger ran, see See the list of triggers in your workspace and each trigger’s usage history.