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Complete guide to workflow triggers and automation actions in Astralis
Triggers are the starting points for automated workflows. They define when and how workflows begin execution.
React to events happening in real-time
Triggered when a new document is uploaded to the system
Example: Automatically process invoices when uploaded
Fired when a new third-party integration is successfully connected
Example: Send welcome email and set up initial sync
Activated when a new task is created in any pipeline
Example: Assign task to appropriate team member based on type
Triggered by incoming emails to connected accounts
Example: Automatically categorize and route customer inquiries
Execute workflows on schedules or time intervals
Run workflow once per day at specified time
Example: Generate daily sales reports every morning at 9 AM
Execute workflow weekly on specific days
Example: Send weekly team progress updates every Monday
Run workflow every X minutes/hours
Example: Check for new data every 15 minutes
Only execute during specified business hours
Example: Send customer notifications only during business hours
Respond to external API calls and webhooks
Triggered by incoming HTTP requests to custom endpoints
Example: Process payment webhooks from Stripe
Activated by direct API calls to workflow endpoints
Example: Trigger workflow from external systems
Receive webhooks from connected third-party services
Example: Respond to GitHub repository events
User-initiated workflow execution
Workflow started by clicking a custom button in the UI
Example: One-click invoice generation from customer data
Triggered when users submit specific forms
Example: Process new client onboarding forms automatically
Execute workflow on multiple selected items
Example: Bulk update multiple tasks or documents
Actions define what your workflows actually do. From sending emails to processing data, actions make automation possible.
Interact with connected third-party services
Manipulate and transform data
Send notifications and messages
Control workflow execution flow
Real-world examples of trigger and action combinations
Start creating automated workflows with triggers and actions
Need help choosing the right triggers and actions? Check our advanced automation guide or contact our support team.