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Module 1 | Lesson 2

Lesson 2: Triggers, Actions, Data

Triggers: Something Has to Start the Workflow

A trigger is an event. It's what tells the workflow, "Now is the time to run."

Common triggers: - "I received an email" — Specific email arrives, or any email arrives, or email arrives with certain keywords - "Someone submitted a form" — A Typeform, Google Form, or any web form gets a new entry - "A file was uploaded" — A new file appears in a folder (Google Drive, Dropbox, etc.) - "A row was added to a spreadsheet" — Someone filled in a new row in Google Sheets or Excel - "A scheduled time arrived" — Every day at 9am, every Monday morning, every hour on the hour - "An event was created" — New calendar event, or in your project management tool, or CRM - "A message arrived in Slack" — Someone posted in a channel, or someone DM'd you - "Data changed in another app" — A CRM field was updated, a task was marked complete, an invoice was marked paid

The beauty of triggers is that they're either binary (it happened or it didn't) or they happen at a specific time. The workflow doesn't guess. It doesn't wake up wondering if it should run. It only runs when the trigger fires.

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