Building in the Editor
Adding a trigger
Every workflow needs a trigger. Click the Trigger node on the canvas to configure it.
A panel opens where you choose the trigger type and fill in the details:
Manual — no settings needed.
Action Event Occurs — choose the event type from a searchable list.
Condition Becomes True / Stops Being True — build a filter using the filter builder.
Scheduled Time Field Due — choose a date field and enter the offset in days. A hint reminds you that negative numbers run before the date and positive numbers run after, along with a live preview (e.g. “3 days before Contract End Date”) so you can confirm the direction before saving.
Recurring Schedule — choose a preset (daily, weekly, monthly) or enter a cron expression, and optionally add a filter for fan-out.
See Triggers for a full explanation of each type.

Search terms: