Events auto-trigger

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

• Record Created - fires when a new record is created for the selected entity. You can optionally add JSON filters to narrow which records trigger the flow.

• Record Updated - fires when specific fields on a record change to target values. You set Field Change Conditions (field + new value pairs) to control exactly when the trigger fires. Leave conditions empty to trigger on any field change.

Record Updated only passes the changed fields to the flow — not the full record. If your flow needs fields that were not part of the change, add a Select Record action immediately after the trigger to retrieve the complete record.

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

• Each flow can only have one trigger node — the canvas shows a warning if more than one is detected

• Record Updated only contains changed field values. Add a Select Record action after the trigger if the flow needs the full record

• Reference data from any node in later steps using {{nodeID.field_name}} (e.g., {{node1.contact_id}})