The trigger source decides when a workflow runs. ISO Mate offers eight sources: entity events, field changes, schedules, time-relative offsets, inactivity, manual runs, webhooks, and form submissions. You pick the source when you create a workflow in the Workflow Builder, opened from the Settings gear menu in the top toolbar. Each advanced source is available when its feature is enabled for your account.
Entity events
The entity source fires when a record is created, updated, or deleted. You choose the trigger entity and the event. Supported entities include most account records, such as Task, Issue, Incident, Note, Ticket, Lead, Opportunity, Deal, Contact, and compliance and QA records. For a custom object, set the object type so the workflow targets a specific type.
Field changed
The field changed source reacts when one specific field transitions value. Set the field to watch, and optionally a from value and a to value so the workflow fires only on a defined transition, for example status moving to done. Reference the change in later actions with {{change_set.<field>}}, and read the previous or new value with {{change_set.<field>|from}} and {{change_set.<field>|to}}. This source is available when the field changed feature is enabled.
Schedule
The schedule source runs on a standard cron expression, for example 0 9 * * MON for 9:00 every Monday. The minimum cadence is every five minutes, so expressions that fire more often are rejected when you save. Scheduled workflows are ideal for digests, reminders, and periodic cleanups. This source is available when the scheduled feature is enabled.
Time relative
The time-relative source fires a set offset before or after a datetime field on matching records. Configure the entity type, the datetime field, an offset value, an offset unit of minutes, hours, or days, and a direction of before or after. A common use is a reminder a day before a due date. This source is available when the time-relative feature is enabled.
Inactivity
The inactivity source fires when a record has not changed for a configured duration. Set the entity type, a threshold value, and a threshold unit of minutes, hours, or days. When the unit is minutes, the threshold must be at least fifteen minutes. You can add a status filter and exclusion conditions to narrow which records qualify. This source is available when the inactivity feature is enabled.
Manual
The manual source lets a user run a workflow on demand from a record detail page. Choose the entity types where the Run Workflow button should appear, and anyone with the run permission can trigger it against that record. Any workflow can also be exposed for manual runs alongside its primary source. This source is available when the manual feature is enabled.
Webhook
The webhook source runs when an external system posts to a signed URL that ISO Mate generates for the workflow. The incoming payload becomes the trigger data, which you reference with placeholders in your actions. You can rotate the signing secret at any time. This source is available when the webhook feature is enabled.
Form submission
The form submission source runs when a published form is submitted. Select the forms that should trigger the workflow, and the submitted fields become available as trigger data. This source is available when the form submission feature is enabled.
Trigger conditions
Any source can carry trigger conditions, which are checks that must be true for the workflow to run. Conditions keep a workflow focused, for example only high priority records or only a specific category. Once your trigger is set, continue to Workflow Actions to define what happens, and see The Workflow Expression Builder for referencing trigger data. For the wider picture, read the Workflow Automation Overview.
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