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Workflows

Choose a trigger

Choose a trigger0:44

Choosing what starts a workflow. Click Add Trigger to see every kind, and hover to read each one. Record is created, updated or deleted, with the same set for Pipelines, and under Others: Launch manually from selected records in a table, On a schedule, Webhook, Sequence (as a step in outreach) and Enrichment. The example sets Record is created with Record Type People and saves, so every new contact starts the workflow. Use it when you are unsure which trigger fits.

Transcript

Every workflow starts with a trigger, the moment it springs into action. Click Add Trigger to see every kind, and hover one to read what it does. The first group fires when a record is created, updated or deleted. Pipelines has the same set, for records in your pipelines. Under Others, Launch manually lets you start it yourself, from the records you select in a table. On a schedule runs it on a timer you set. A webhook lets another app start it. Sequence runs it as a step in your outreach, and Enrichment fires when a record is enriched. Here it's Record is created. Set the Record Type to People and save, so every new contact starts this workflow.

Read the article: Triggering workflows in Vetta