{"id":1694,"date":"2026-01-01T14:09:06","date_gmt":"2026-01-01T19:09:06","guid":{"rendered":"https:\/\/blog2wrkdev.wpenginepowered.com\/automation-triggers-guide\/"},"modified":"2026-09-30T07:52:34","modified_gmt":"2026-09-30T11:52:34","slug":"automation-triggers-guide","status":"publish","type":"post","link":"https:\/\/blog2workato.wpengine.com\/automation-triggers-guide\/","title":{"rendered":"Automation Triggers: Definition and 3 Real-World Examples"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">The quality of your processes largely hinges on their ability to run smoothly at every step. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This holds true for core processes, like employee onboarding, as well as those that are more niche, like cash reconciliation.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">To ensure that any business workflow operates reliably, effectively, and with minimal human intervention, you can automate it by using a trigger event.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">How, exactly, can a trigger-based automation work? And why is it the solution for streamlining your workflows? We\u2019ll tackle both questions, but before we do, let\u2019s take a closer look at its definition.<\/p>\n\n\n\r\n    <div class=\"article__cta\">\r\n\t\t            <div class=\"article__cta-right\">\r\n                <img decoding=\"async\" class=\"article__cta-right_image\" src=\"https:\/\/blog2workato.wpengine.com\/wp-content\/uploads\/2026\/09\/AD_4nXcOwkKcrrTEe2h5Uh3Y0JgSO9grPIl3dfscv-VpSgbFyy4CugiH6fzvyiSO7dQTgpn3guRD2nErQYcNLFWUo7PqdmzFb56nDOKN69K2O8mlrcSC8Ahc5Zeg-E3ZQP1OLyqNFgmOPAkeycsFHeprG52GEgFrBoBrMojE7-150x150.png\"\r\n                     alt=\"\">\r\n                <div class=\"article__cta-right_content\">\r\n                    <h4>Ready to build trigger-based automations?<\/h4>\r\n                    <p>Workato, the leader in enterprise automation, lets you use a wide range of triggers to build end-to-end automations.<\/p>\r\n                <\/div>\r\n\t\t\t\t                    <a class=\"article__cta-right_btn\"\r\n                       href=\"https:\/\/www.workato.com\/request_demo?ref=connector\">Schedule a demo<\/a>\r\n\t\t\t\t            <\/div>\r\n\t\t    <\/div>\r\n\n\n\n<h2 class=\"wp-block-heading\"><strong>What is a triggered automation?<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>A triggered automation is a type of automation that\u2019s put into motion once a certain predefined event takes place. <\/strong>The event is typically a particular activity that occurs in an application, such as an opportunity in a CRM being marked as \u201cClosed Won.\u201d<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">There are 3 types of triggers you can use to pick up the events and run the automations:<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>1. Polled<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">An integration-led automation platform checks for the trigger event in your app on a pre-defined, time-based cadence (e.g. every hour).\u00a0<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>2. Real-time<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">An integration-led automation platform is connected to apps, typically via webhooks, to let the apps know about the events it&#8217;s interested in. Once the condition for an event is fulfilled, the app notifies the integration-led automation platform in real time (which triggers the workflow).<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><a href=\"https:\/\/blog2workato.wpengine.com\/wp-content\/uploads\/2026\/09\/Workato-8-2.png\"><img decoding=\"async\" src=\"https:\/\/blog2workato.wpengine.com\/wp-content\/uploads\/2026\/09\/Workato-8-2.png\" alt=\"A trigger is executed by an integration-led automation platform on specific days and at specific times within those days.\" class=\"wp-image-42886\"\/><\/a><\/figure>\n<\/div>\n\n\n<h3 class=\"wp-block-heading\"><strong>3. Scheduled<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">A trigger is executed by an integration-led automation platform on specific days and at specific times within those days.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">On top of these trigger types, you can use conditions to specify when, exactly, an automation takes place. For instance, let\u2019s say that whenever a new case in a platform like Salesforce gets added, you want to create a corresponding ticket in an app like Jira, but only under certain circumstances. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Using trigger conditions, you can specify these circumstances. In our example, this can be when a case is marked as high priority or gets classified as a problem\u2014and if you\u2019d like, you can include both as conditions.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">With this overview in mind, let\u2019s review a few types of triggered automations you can build.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><meta charset=\"utf-8\"><em>Related: <a href=\"https:\/\/blog2workato.wpengine.com\/ipaas-benefits\/\">The strengths offered by an iPaaS<\/a><\/em><\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Examples of trigger-based automations<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Here\u2019s a look at how you can apply triggered automation to HR, sales, and IT processes:<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>1. An onboarding workflow gets triggered once a new hire signs their offer letter<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">After a candidate signs their offer letter, your team will need to move quickly in preparation for their first day. Here\u2019s how automation can help your team do just that:<\/p>\n\n\n\n<figure class=\"wp-block-embed aligncenter is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Seamless Employee Onboarding | Automations for HR\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/cFDLmsSbe_Q?start=53&amp;feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Once a new hire is marked as hired in a platform like <a href=\"https:\/\/www.workato.com\/integrations\/greenhouse?ref=connector-automation-triggers\">Greenhouse<\/a>, the workflow gets <em>triggered<\/em>.\u00a0<\/li>\n\n\n\n<li>An integration-led automation platform creates the new hire\u2019s profile in various places, including <a href=\"https:\/\/www.workato.com\/integrations\/workday?ref=connector-automation-triggers\">Workday<\/a>, Okta, and ServiceNow (where a ticket is automatically created to track the new hire\u2019s progress across their onboarding stages).\u00a0<\/li>\n\n\n\n<li>On the new hire\u2019s first day, they\u2019ll automatically receive an email that highlights the specific onboarding tasks they need to complete.<\/li>\n<\/ol>\n\n\n\n\n\n<h3 class=\"wp-block-heading\"><strong>2. A lead routing workflow gets triggered once a new lead comes in<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Once a new lead arrives, it\u2019s paramount that your team responds as soon as possible.&nbsp;Here\u2019s just one reason why: <a href=\"https:\/\/cdn2.hubspot.net\/hubfs\/1939286\/Playbooks%20and%20Whitepapers\/Best%20Practices%20for%20Lead%20Mgmt.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">According to the Harvard Business Review<\/a>, delaying your response time from 5 to 10 minutes can lower your odds of qualifying the lead by 400%.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You can turn to the following trigger-based automation to improve your <a href=\"https:\/\/blog2workato.wpengine.com\/speed-to-lead\/\">speed to lead<\/a>:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\" style=\"font-size:14px\">Note: Lead Bot is a customized version of <a href=\"https:\/\/www.workato.com\/workbot-slack?ref=connector-automation-triggers\">Workbot<\/a>, our enterprise chatbot.<\/p>\n\n\n\n<figure class=\"wp-block-embed aligncenter is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Lead Bot | Workbot Wednesdays\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/kcdmhP9UE9U?start=58&amp;feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Once a new inbound lead arrives, the workflow gets <em>triggered<\/em>.<\/li>\n\n\n\n<li>An enterprise chatbot intelligently assigns the lead to a rep (taking into account factors like location and availability) through your organization\u2019s business communications platform (e.g. <a href=\"https:\/\/www.workato.com\/integrations\/slack?ref=connector-automation-triggers\">Slack<\/a>).<\/li>\n\n\n\n<li>The chatbot includes information on the lead within the message by pulling data from various internal systems, like your CRM platform, and by performing lookups in a data enrichment platform like <a href=\"https:\/\/www.workato.com\/integrations\/clearbit?ref=connector-automation-triggers\">Clearbit<\/a>. The message also includes relevant links (e.g. the lead\u2019s opportunity page in your CRM platform).<\/li>\n\n\n\n<li>With the click of a button in the business communications platform, the rep can choose to accept, reject, or reassign the lead.\u00a0<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>3. An incident management workflow gets triggered once a ticket is created<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">You can help employees submit their issues, edit them, and eventually close them with ease by turning to the following triggered automation:<\/p>\n\n\n\n<figure class=\"wp-block-embed aligncenter is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Using Slack and Jira Together\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/VbqmMClbYBQ?start=19&amp;feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Once an employee submits an issue through a chatbot in Slack (or in a similar business communications platform), the workflow gets <em>triggered<\/em>.<\/li>\n\n\n\n<li>The chatbot creates the ticket in a platform like <a href=\"https:\/\/www.workato.com\/integrations\/jira?ref=connector-automation-triggers\">Jira<\/a> and shares it with the employee who created it via Slack.\u00a0<\/li>\n\n\n\n<li>An employee can update the issue and close it within Slack by using simple commands and then specifying the issue ID.<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\"><em>Related: <a href=\"https:\/\/blog2workato.wpengine.com\/service-desk-automation\/\" target=\"_blank\" rel=\"noreferrer noopener\">How to build service desk automations in a platform like Slack<\/a><\/em><\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Why triggered automation is invaluable<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Given all of its applications, you can expect to gain a variety of benefits. Here are just a few that are worth highlighting:<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>1. Your workflows can move quickly and with little hiccups<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Since the trigger instantly kickstarts a workflow, there\u2019s little reason for delays.\u00a0<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">One of our clients explicitly calls this out:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large is-resized\"><img decoding=\"async\" src=\"https:\/\/blog2workato.wpengine.com\/wp-content\/uploads\/2026\/09\/hId45mSyNKMYCyozgE-SGlpKCRFRxVAJfdsN28xvYLxeXnnrc_HVXAkqm9vQPmZ2Lc8hwEj9iPYO3OTH5bYcXkMg_UMHGEmW-2uKDhm_J_nEOBRCa3I9zJ4ytzPdnvM72NxPZ7YO.png\" alt=\"A customer testimonial that cites Workato's ability to improve their organization's delivery speed\" style=\"width:467px;height:252px\"\/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">Why is this important? Because improving delivery speed across core workflows can translate to onboarding employees faster, resolving client issues quickly, routing leads in real time, etc.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>2. Your team doesn\u2019t have to invest time in maintaining its automations<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Once your triggered automation is implemented, you can go on to perform other tasks and rest easy, knowing that the automation is running in the background.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter is-resized\"><img decoding=\"async\" src=\"https:\/\/blog2workato.wpengine.com\/wp-content\/uploads\/2026\/09\/FX8tSOcdprkHI1HH5eWBbaJL4m2VEVM9ORay4K4GOHiSFf570MaaFSJiY7nS7nduOFbmjplzgUcGK5gbHhfoVrathe_ry2O6kQdz2Zs_z3NmShmYyrEwez7c2PhHhGzxiqmqcYC6.png\" alt=\"A customer testimonial that cites Workato's ability to streamline manual tasks\" style=\"width:469px;height:253px\"\/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">This not only saves you and your team time, but it also allows you to fully invest in more business-critical, strategic work without worrying about workflow-related issues that the automation is built to solve.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>3. You can apply it to just about any process<\/strong><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Whether you want to automate workflows specific to HR, finance, sales, or in another function, triggered automations can consistently provide the solution.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large is-resized\"><img decoding=\"async\" src=\"https:\/\/blog2workato.wpengine.com\/wp-content\/uploads\/2026\/09\/OpdHl9Ltd9Kc_HfrNrmT21vvoTXZwVtp1nKjrYaTyauHrBKy8a7WRlUvkyFoHYQLyINYn8UlZmRYp0QZCCF4v3L12X2a_FL1MK3dxxKxEG7hx3LZa9vouce01SGsTwPdPDrQZAYq.png\" alt=\"A customer testimonial that cites Workato's versatility as a platform\" style=\"width:494px;height:327px\"\/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">By automating workflows across the business, you can transform the way your organization operates and drastically improve the experiences you deliver to key stakeholders: your customers and employees.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Want to learn more about how trigger-based automations can work? Wondering which of your workflows can benefit from it the most? You can speak to an automation expert at Workato, the leader in enterprise automation, to get these questions\u2014among many others\u2014 answered!<\/p>\n\n\n\n<div class=\"wp-block-buttons is-horizontal is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-7d812b4c wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/www.workato.com\/request_demo?ref=connector-automation-triggers\">Connect with an automation expert<\/a><\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>The quality of your processes largely hinges on their ability to run smoothly at every step. This holds true for core processes, like employee onboarding, as well as those that are more niche, like cash reconciliation. To ensure that any business workflow operates reliably, effectively, and with minimal human intervention, you can automate it by [&hellip;]<\/p>\n","protected":false},"author":49,"featured_media":12146,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[31],"tags":[],"class_list":["post-1694","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-automation-integration"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.7 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>What are automation triggers? 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