A Workflow Trigger is based on an Event that comes from Drip or from an integration. When the specified trigger event occurs for a person, they will enter the Workflow.
Trigger Provider and Event
Specify the trigger provider and event to trigger Workflow automation. The drop-down to the left contains all of the providers that send events to Drip. When you select Drip as the provider, the drop-down to the right contains events specific to Drip. When another provider is selected, events specific to that provider are made available in the drop-down to the right.
To configure the Trigger provider and event:
From the drop-down to the left, select the event Provider
From the drop-down to the right, select the Event
For more information about what providers and events can be used, read more about predefined events.
Workflow Entry Trigger
The Entry Trigger is the top-most node in any Workflow. To define the entry trigger in a Workflow:
Click Define your trigger…
Select the Provider
Select the Event
When the specified trigger event is performed by a person they will enter into the Workflow.
Apply additional criteria to an entry trigger to narrow down the number of people who can enter a Workflow.
To apply a filter to a trigger:
Click Update Criteria
With a filter, the trigger no longer applies to everyone who performs the trigger event. A person must perform the event and fulfill the additional criteria as specified.
For more information about what Filters you can use to make a Workflow trigger more exclusive, read about our People Filter.