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Overview of Triggers in SmartFlow

Introduction​

Triggers are the starting point of any workflow in SmartFlow. They allow you to initiate actions based on various events or conditions, providing great flexibility to automate your processes.

Types of Triggers​

SmartFlow offers several types of triggers suited to various needs. Here’s an overview:

1. Navigation Event​

  • Description: This trigger activates when a user visits a specific page on your site.

  • Use Cases:

    • Launch a chatbot when a user arrives on a product page.
    • Activate a marketing action on a landing page.

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2. Conversational Tools​

  • Description: Provide a new tool to your AI, teaching it to use your systems.
  • Use Cases:
    • Integration of a newsletter subscription system via the chatbot.
    • Integration of any type of services.

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3. Webhook​

  • Description: This trigger allows you to connect external systems to SmartFlow via an API.
  • Use Cases:
    • Receive a notification of an update from an external platform.
    • Trigger a flow when data is sent by a CRM.

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4. SmartForm​

  • Description: Use the responses from a SmartForm to initiate a workflow.
  • Use Cases:
    • Trigger an action based on the form responses.
    • Direct a user to a personalized flow based on their choices.

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5. Scheduled Workflow​

  • Description: Schedule the execution of a workflow at specific intervals (daily, weekly, monthly).
  • Use Cases:
    • Automatic sending of email reminders.
    • Regular generation of reports.

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6. None (Manual Trigger)​

  • Description: This mode allows you to manually launch a flow or trigger it via another SmartFlow.
  • Use Cases:
    • One-time triggers for unique scenarios.
    • Testing or diagnosing workflows.

Configuring Triggers​

For each type of trigger, you can adjust the parameters according to your needs. Here are the common elements:

  1. Trigger Criteria:
    • Example: Target URL for Navigation Event.
    • API keys for Webhook.
  2. Custom Variables:
    • Example: Send user data in a Webhook.

Best Practices​

  • Specify Conditions: Ensure that the trigger criteria are clearly defined to avoid unnecessary executions.
  • Test Regularly: Check that each trigger works as expected before deploying it.
  • Document Your Triggers: Add descriptions for each configuration to facilitate their management.

With this overview, you can choose and configure the trigger that best fits your scenario. Move on to the actions section to complete your workflow!