Set up the Start Trigger of your Workflows

Modified on Thu, 13 Jun 2024 at 04:44 PM

Workflows do not always begin in the same manner. Some processes are initiated when there is a need to execute a specific workflow, while others may need to be triggered automatically based on specific conditions.

To accommodate these variations, Procify offers diverse methods for initiating workflows, allowing you to choose the most suitable option based on your specific requirements.

Manual Triggers

Within the category of Manual triggers, we see the ‘Start’ options that lead to cases commencing only when manually initiated by the user.

Execute trigger

This is the most straightforward way for a case to begin. When selecting this trigger option, cases executed from this workflow are initiated by users simply clicking the 'New Case' button.

Form trigger

Another manual case trigger option is the Form trigger. When selected, for the case to initiate, the user must first input data into a pre-defined form. Once the form is filled out and submitted, the case can then begin.

Automatic Triggers

Automatic triggers require a specific event to occur in an external system, which will automatically initiate the start of a new workflow execution inside Procify.

Webhook trigger

By adding a webhook as the trigger of a workflow, you empower Procify to execute it automatically, when a specific event occurs. This event could be anything from alerts signaling potential issues, to more transactional occurrences, such as the reception of a payment. 

Triggering a workflow with a webhook ensures that your workflow is initiated automatically in the case of a specified event, without worrying about a manual execution.

When selecting a Webhook trigger, on the Start node you need to set the response and type of data you want to be getting when the POST request is triggered.

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