How Workflow Triggers Work
What is a Trigger?
A Trigger is an event that starts a workflow. When the trigger event happens, the workflow automatically performs the assigned actions.
Examples:
New task added in your project management app
New email received
New lead added to your CRM
Types of Triggers
There are two main types of triggers in viaSocket: Scheduled Triggers and Instant Triggers.
1. Instant Triggers
Your workflow responds instantly when an event occurs in your app, like triggering a workflow as soon as a new email or lead is added.
2. Scheduled Triggers
viaSocket checks your app for new data at set intervals (every 5 or 15 minutes) to trigger workflows, useful when the app doesn’t provide real-time updates.
Triggers only work for new or updated data and won't trigger for old data created before the workflow was activated.
If you need to move existing data, use viaSocket’s Bulk Transfer feature.
