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Triggers

Triggers control when a workflow starts. Conditions are decision points inside the workflow that check something about the thread and split the flow into two paths.

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Manual

You run the workflow yourself. Open a thread, click Run workflow, and select which workflow to run. Useful for on-demand processes like escalation procedures.

Automatic

The workflow runs automatically when a thread event happens. You choose which events during setup:

  • Thread created

  • Message added

  • Labels changed

  • Tier updated

  • Thread escalated

  • Priority changed

  • Status changed

  • Thread field created

  • Thread field updated

You can select multiple events for one workflow. For example, trigger on both "Thread created" and "Message added" to catch new threads and follow-up messages.