How to use data triggers

Data triggers are a very powerful concept. If you want a flow to start when something happens to your data, use a data trigger.

There are three different types of data triggers: add, update and delete triggers. They start processes when data is added, updated or deleted respectively.

It is important to note that it doesn’t matter what causes the data change. Whether it is a user flow or automation flow, or even an Excel import, the flow will be started.

To add a data trigger to an automation flow, do the following:

  1. Create a new automation flow.

  2. Add a trigger by clicking the add button.

  3. Select data trigger and the type of data trigger.

  4. Choose the data item you want to trigger, e.g. Project.

  5. If you chose add or update, choose which properties trigger the flow.

  6. If you have multiple automation flows with the same data trigger, choose the order in which they should be performed.

Your automation flow will now start whenever a data item is changed. It will be started separately for each data item. Please take into account that this means that large imports for example, may take a while to fully be processed.

Tip: Since automation flows are executed on the background, they will not cause the user having to wait for them to finish.