Choosing a Trigger

Choose the trigger that matches the business event:

• Record created for intake and initialization
• Record updated for status or field changes
• Timer for recurring or scheduled work
• Manual for an on-demand process

Limit event triggers to the relevant Type and, when useful, a parent location or specific changed fields. A precise trigger reduces unnecessary executions and makes the workflow easier to reason about.

Describe the trigger in one sentence before configuring it: “When a Service Request's Status changes.” If the sentence is vague, the automation probably is too.