Events auto-trigger

Flows can start automatically when a record is created or updated in your CRM, without any manual action required.

How it works

Two event-based triggers are available: Record Created fires when a new record is added, and Record Updated fires when an existing record changes. Each trigger is configured with an entity type - the type of record it watches.

When a trigger fires, it passes data to the rest of the flow. Each node is assigned an ID (e.g., node1) that you can reference in later steps using the format {{node1.field_name}}.

Record Created vs Record Updated

How to set up an event-triggered flow

Step 1: Open or create a flow

  1. Go to Settings

  2. Click Flows

  3. Open an existing flow or click Create Flow

Step 2: Add an event trigger

  1. In the Node Palette, select the Triggers tab

  2. Click Record Created or Record Updated to add it to the canvas

  3. Click the trigger node to open its configuration in the right panel


Step 3: Configure the trigger

For Record Created:

  1. Select the Entity Type - the record type that will start the flow (e.g., Contact, Customer, or any custom object)

  2. Add JSON filters (optional) to narrow which records trigger the flow


For Record Updated:

  1. Select the Entity Type - the record type to watch for changes

  2. Under Field Change Conditions, click + Add Condition

  3. Set the Field Name and New Value that should fire the trigger

  4. Leave conditions empty to trigger on any field change to that entity


Step 4: Add actions and save

  1. Switch to the Actions tab and add the action nodes your flow needs

  2. Connect nodes in sequence on the canvas

  3. Click Save

Related guide pages

Alano User Guidelinehttps://wiki.alano.ai/guide/ Customizationhttps://wiki.alano.ai/guide/customization-8ddSaxvPIY/ Welcome to Alanohttps://wiki.alano.ai/guide/welcome-to-alano-1dTWipd7yW/ Featureshttps://wiki.alano.ai/guide/features-TcyTIG1kHe/ Contacts/Customershttps://wiki.alano.ai/guide/contactscustomers-LZZkPk05en/ Alataskshttps://wiki.alano.ai/guide/alatasks-rfB2f4M6Ho/ Dealshttps://wiki.alano.ai/guide/deals-glGb1Ojq9n/ Custom Objectshttps://wiki.alano.ai/guide/custom-objects-vKkregeoYs/ Alanoteshttps://wiki.alano.ai/guide/alanotes-qFBrxuMSQa/ Resourceshttps://wiki.alano.ai/guide/resources-C4DgheeRju/ Intelligencehttps://wiki.alano.ai/guide/intelligence-C27rBzbm0P/ Settingshttps://wiki.alano.ai/guide/settings-WGYKnuS6lc/ Landing Pages Builderhttps://wiki.alano.ai/guide/landing-pages-builder-HZh7Maos5h/ Inbound APIshttps://wiki.alano.ai/guide/inbound-apis-btxSF3yNBs/ Flowhttps://wiki.alano.ai/guide/flow-ce4c7oq0eF/ API Supportshttps://wiki.alano.ai/guide/api-supports-zFpHYd6azQ/ Flow Builderhttps://wiki.alano.ai/guide/flow-builder-q2mxkAJvLF/ Custom Fieldshttps://wiki.alano.ai/guide/custom-fields-PZqIx0lFrT/ Productivityhttps://wiki.alano.ai/guide/productivity-CzlLb3Lfoc/ Alano AI Chatbothttps://wiki.alano.ai/guide/alano-ai-chatbot-V1d6NJepW1/

Original Outline page: https://wiki.alano.ai/s/alano-user-guideline/doc/events-auto-trigger-Q7A0lKXJP4

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