Choosing a flow type and trigger for a business event
Key Takeaway
Pick the flow type from the business event that starts the work: a record change, a time or schedule, a user clicking something, or a message from another system.
Every flow needs a trigger, which is the event that tells it when to start. The flow type you choose decides how the flow starts, which elements it can use, and how users or systems reach it. So the first design step is to name the business event and match a flow type to it.
What a trigger is
The trigger is the event that tells an automation when to start. To find it, look for the step in the business process where the problem happens, which is often what happens right before the task people forget.
For example, if reps must update a record after a meeting, the trigger is the end of the meeting. If customers fill out an online form, the trigger is when the form is submitted.