Choose and configure a workflow trigger

A trigger is what starts a workflow. Choose one when you create the workflow, and configure it here.

Incoming webhook

1. Create a workflow with the Incoming webhook trigger and choose Dedicated.
2. Copy the Webhook URL shown in the trigger panel and send it a JSON request from your system.
3. The panel listens automatically — no button to press. Once a request arrives, it shows under Sample Data.
4. Under Who is this contact?, map the fields for phone, email, first name and last name using Add field.
5. Add any Trigger Filters with Add Filter to only run on matching requests.
6. Click Save.

Call finished

Fires when an inbound or outbound call ends. You can set Business hours here — this decides whether the workflow runs at all, not when a call happens.

Inbound text message

Fires when a text is received by a Message Flows agent. A number that only has a voice agent and no message flow won't trigger this — connect a message flow to that number first if you need to react to its texts.

Schedule

Click to enlarge

Runs on a recurring schedule you set with Run schedule and a cron expression, in the timezone shown. Click Use the workflow timezone (…) to switch off any override and match the workflow's own timezone.

Related: Build a workflow, Use variables, Route and transform workflow data.