Triggers

Set up triggers to start your processes automatically based on a schedule, from a form submission, or integrated into your other systems.

General Trigger Information ›

Triggers are the events that start a Workflow instance and begin an automated process. There are various types of triggers, for example, manual triggers, web form triggers, email triggers, scheduled triggers, and integration triggers. A full list of available triggers is in the triggers section of the help site. How...

Dynamics Trigger: Modified Contact ›

Starts an instance of a Workflow when an existing contact is modified in Microsoft Dynamics. How to configure this trigger In addition, this trigger requires a preconfigured Dynamics integration. For more information on integrating Catalytic with other systems, please refer to the Integrations section of our help documentation. Fields for...

Dynamics Trigger: New Contact Created ›

Starts an instance of a Workflow when a new contact is created in Microsoft Dynamics. How to configure this trigger In addition, this trigger requires a preconfigured Dynamics integration. For more information on integrating Catalytic with other systems, please refer to the Integrations section of our help documentation. Fields for...

Email Trigger ›

Starts a Workflow instance when an email is delivered to a dedicated email address. Attributes of each email, including attachments, subject, sender, and more, are available as fields in each instance started. The subject line of the message sent to the Email trigger will be used as the name of...

GitHub Trigger ›

Starts a Workflow instance when a new GitHub issue is created Use Case The GitHub trigger initiates an instance of a Workflow whenever a new GitHub issue is created within a specified repository. The repository can be owned by either an organization or an individual user account. The primary use...

Okta Trigger ›

Starts a Workflow instance when a new user is created within an Okta organization. New user attributes like email, created date, or first and last name are available as fields in each instance started. How to configure this trigger You can add new triggers or configure any existing triggers on...

Outlook Trigger ›

Starts a Workflow instance when an email is delivered to a selected folder within an Outlook account. Attributes of each email, including attachments, subject, sender, and more, are available as fields in each instance started. The sender’s email address becomes the name of the triggered instance. 💡Tip: Currently, this trigger...

SFTP New file Trigger ›

Starts a Workflow instance when a new file is uploaded to an SFTP folder. The trigger checks the SFTP directory ever minute (60 seconds). Use case This trigger is useful for any Workflow that manipulates or works with files. This trigger will look for any new file uploaded to an...

Salesforce Trigger: New Account Created ›

Starts an instance of a Workflow when a new account is created in Salesforce. Use case The New Account Created Salesforce trigger will start a new instance of a Workflow whenever a new account is created within the connected Salesforce instance. Checking the new account against accounts already stored in...

Salesforce Trigger: New Case Created ›

Starts an instance of a Workflow when a new case is created in Salesforce. Use case The New Case Created Salesforce trigger will start a new instance of a Workflow whenever a new case is created within the connected Salesforce instance. Use cases include: Automatically QA each case that is...

Salesforce Trigger: New Lead Created ›

Starts an instance of a Workflow when a new lead is created in Salesforce. Use case The New Lead Created Salesforce trigger will start a new instance of a Workflow whenever a new lead is created within the connected Salesforce instance. Use cases include: Checking the new lead against accounts...

Salesforce Trigger: New Opportunity Created ›

Starts an instance of a Workflow when a new opportunity is created in Salesforce. Use case The New Opportunity Created Salesforce trigger will start a new instance of a Workflow whenever a new opportunity is created within the connected Salesforce instance. Checking the new opportunity against accounts already stored in...

Salesforce Trigger: New Order Created ›

Starts an instance of a Workflow when a new order is created in Salesforce. Use case The New Order Created Salesforce trigger will start a new instance of a Workflow whenever a new order is created within the connected Salesforce instance. Posting to Slack when a new order is created...

Salesforce Trigger: Opportunity Stage Change ›

Starts an instance of a Workflow when a Salesforce opportunity moves to a new stage. Use case The Opportunity Stage Change Salesforce trigger will start a new instance of a Workflow whenever an opportunity moves stages within the connected Salesforce instance. Transferring the opportunity to another person/team/department Starting a new...

Salesforce Triggers ›

Thousands of companies use Salesforce to manage sales and service, now Workflow can help you get more done faster within Salesforce. Start an instance of a Workflow based on customizable triggers from Salesforce like after a new account is created, or when an opportunity changes stages. Use Cases Set up...

Scheduled Trigger ›

Starts a Workflow instance at a designated time, and can be scheduled to be reoccurring. Use case The Scheduled trigger starts an instance of a Workflow at a predefined date and time. Additionally, the trigger can be set to repeat at set intervals. Common use cases can include weekly performance...

Slack Trigger ›

Starts a Workflow instance when a custom Slack command is used within Slack. Set up custom Slack commands anywhere in your Slack workspace—use /catalytic start pizzaparty to kick off a lunch order, or /catalytic start weeklyreport to get ready for the week. This trigger requires a preconfigured Slack integration. For...

Web Form Trigger ›

A Web Form Trigger starts a Workflow instance when a web form is submitted. Web forms look like a questionnaire and collect information from people. When a web form set up to a trigger is completed, the trigger initiates an instance of that Workflow using the information entered into the...

Webhook Trigger ›

Start an instance of a Workflow when a system calls a webhook URL. Webhook triggers are highly configurable and great for automatically starting a instance of a Workflow when an event happens in another system. They are a straightforward and dependable way to build custom on-the-fly integrations with one of...