Triggers
Manual
When to use it: You want to run the workflow on demand, for a specific record, without it firing automatically.
Manual workflows don’t have an automatic trigger — they only run when someone explicitly starts them. They appear in the action menu on matching records (member rows, invoice rows, etc.) so staff can trigger them from the record itself. They can also be started from the Workflows admin page.
Example uses:
A “send renewal offer” workflow that staff trigger manually when speaking with a member.
An onboarding checklist workflow that an admin starts after a new member’s first session.
Manual workflows are a good way to expose a multi-step automation to staff without requiring them to have workflow admin access. A team member with member permissions can run the workflow from the member’s profile.

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