A trigger or automation lets you to automate your workflows by reducing manual effort and error. The triggers fire at your defined point when certain conditions are met.
A trigger has 3 parts -
Trigger origin: The trigger will fire at this point. Like completion of a task, or on change of a task field value.
Conditional logic: It's your area to write the conditions. You can define various logics with AND and OR conditions and if those conditions are met, only then the trigger effect will take place.
Trigger effect: Effect is what will happen automatically. In GoodFlow we have the following effects now to help you automate your flows. -
Email Automation: Email automation allows you to send automatic, dynamic emails. The email can go to any email collected in the Perform to a static one likeceo@yourcompany.com as defined. Email automation is heavily used by our clients to provide exact information to the recipient without the need of crafting an email each time.
Auto stage move: If your defined conditions are met, the perform in the workflow will be automatically moved to the predefined stage. e.g. -In a 'Purchase Delivery Workflow' when the Manager's approval task is completed and the approved field value is 'Yes' it will move to the next stage 'Prepare for despatch' automatically.
Auto webhook calling: Webhook automation allows you to send your data of a workflow to any third-party service API with POST/PUT/DELETE method. You can add headers, body with dynamic values from the workflow.
See this video to understand how different automations inside GoodFlow works.