Workflow Triggers

​

About Triggers

Workflows always start with a single trigger that defines when the automation should run.

​

Record is Created

Starts the workflow when a new record is created in a selected object (People, Companies, Opportunities, or any custom object). Configuration: Select the object type to monitor for new records.

​

Record is Updated

Starts the workflow when changes are made to an existing record. Configuration:

• Select the object type
• Optionally specify which fields to monitor for changes

​

Record is Updated or Created

Starts the workflow when a record is either created or updated in a selected object. Why This Matters: This trigger is particularly helpful because records created via different methods behave differently:

• API/CSV imports: Records are created with all fields populated immediately
• Manual creation: Records are created first, then fields are added in subsequent updates

Configuration:

• Select the object type to monitor
• Optionally specify which fields to monitor for changes
• The workflow will trigger both on initial creation and any subsequent updates

​

Record is Deleted

Starts the workflow when a record is removed from an object. Configuration: Select the object type to monitor for deletions.

​

Manual Trigger

Starts the workflow when triggered by a user action. This trigger can be accessed through the Cmd+K menu or via a custom button that will be displayed in the top navbar after selecting record(s). Availability Configuration: Choose how the workflow should handle record selection:

• Global: No record is required to trigger this workflow. The workflow is triggered from the command menu Cmd + K anywhere (from any object) and does not use record(s) as input.
• Single: The selected record(s) will be passed to your workflow. This is configured for a given object. Several records can be selected before triggering the workflow. The workflow will run from beginning to end as many times as there are records selected.
  Soft limit: 100 runs/minute. Beyond this, workflows remain in “Not Started” status and are processed gradually—either by a background job or when another workflow enters the queue. This means you can select more than 100 records with a Single trigger; execution will just be slower.
• Bulk: The selected record(s) will be passed to your workflow. This is configured for a given object. Several records can be selected before triggering the workflow. The workflow will run once, providing the entire list of records as input. This means the workflow needs to contain an Iterator action.

Additional Configuration:

• Select the target object (for Single and Bulk availability)
• Choose a command icon for the workflow trigger
• Configure navbar placement (Pinned or Not Pinned)

Access Methods:

• Cmd+K menu to find and launch manual workflows
• Custom button in the top navbar (if configured)

​

Time-Based Trigger: On a Schedule

Starts the workflow on a recurring basis you define. Configuration:

• Select time unit (minutes, hours, days)
• Enter a value or use custom cron expressions for advanced scheduling

​

External Trigger: Webhook

Starts the workflow when a GET or POST request is received from an external service. Configuration:

• The workflow provides a unique webhook URL—copy this and add it to your external system as the endpoint to call.
• For POST requests, define the expected body structure so Twenty knows what data to expect. Add here the fields you will receive that will be needed below in your workflow.
• Configure authentication (coming soon).

​

Choosing the Right Trigger