How Workflow Triggers Work

What is a Trigger?

Triggers are the events that start a workflow. Once your workflow is active, it will wait for a trigger event to occur and then perform the assigned actions automatically.

For example:

• Adding a new task in your project management app.

• Receiving a new email in your inbox.

• Adding a new lead in your CRM.

Types of Triggers

There are two main types of triggers in viaSocket: Polling Triggers and Instant Triggers.

1. Polling Triggers

• How it works: With polling triggers, viaSocket regularly checks your app for new data. For instance, it may check every few minutes to see if there’s a new task or lead that can start your workflow.

• When it's used: This type of trigger is typically used when the app doesn’t send automatic updates, so viaSocket has to check periodically for new data.

• Example: Checking every 15 minutes if a new task is created in your project management tool.

• How often it checks: viaSocket offers two polling intervals: 5 minutes and 15 minutes.

2. Instant Triggers

• How it works: With instant triggers, your app automatically sends new data as soon as it’s created, using webhooks. viaSocket doesn’t need to ask if there’s new data; it simply waits for the app to send it.

• When it's used: This trigger type is used when the app can notify viaSocket instantly when a new event happens.

• Example: Instantly triggering a workflow when a new email is received or when a new lead is added to your CRM.

• How it works: As soon as new data arrives, the workflow is triggered.

Important Notes:

• You cannot change a trigger's type once it’s set. The type is determined by the app’s connection to viaSocket.

• Triggers only work for new or updated data. They will not trigger for old data created before the workflow was turned on.

• If you need to move existing data, consider using viaSocket’s Bulk Transfer feature.