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SmartFlow Triggers

Triggers define what starts your SmartFlow workflow. Each flow has exactly one trigger.


All Triggers

TriggerDescriptionDocumentation
Chat Service OverrideReplace default AI chat for a channelView →
Conversation ToolTool the AI can call during chatView →
SmartForm WorkflowRun when SmartForm is completedView →
SmartForm SequenceRun when SmartForm Sequence is completedView →
Scheduled WorkflowRun on cron scheduleView →
WebhookTriggered by HTTP requestView →
Navigation EventRun on page navigationView →
Action EventTriggered by system actionsView →
NoneManual execution onlyView →

Enable as AI Tool

Some triggers support the Enable as AI Tool option:

TriggerAI Tool Support
SmartForm Workflow✅ Forms available in chatbot
SmartForm Sequence✅ Sequences available in chatbot

When enabled, users can complete forms or sequences conversationally through the AI chatbot instead of opening separate form links.


Choosing a Trigger

Use CaseRecommended Trigger
Customize chat on a channelChat Service Override
Add AI capabilitiesConversation Tool
Process single form submissionsSmartForm Workflow
Process multi-step form sequencesSmartForm Sequence
Daily/weekly tasksScheduled Workflow
External integrationsWebhook
Page-specific behaviorNavigation Event
React to system eventsAction Event
Testing & developmentNone

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