Triggers

Setup complex workflows and automations to execute your business processes

Setup

Go to the Triggers page under Settings to start creating triggers.

​Kickoffs

Choose when to run this trigger from a long list of events.

​Conditions

Narrow down the specific conditions of when this trigger should be executed by applying filters. Select from many default and custom attributes on issues, accounts, and contacts.

Use time delay conditions for time-based conditions.

​Actions

Pick from a set of actions to take when the conditions of the trigger are met. Chain many distinct actions together. Actions include sending notifications, autoreplying to issues, setting field values in Pylon, custom actions in external systems, and many more.

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Organization

Triggers are excuted in order from top to bottom for a given kickoff event. You can separate triggers into groups for easier management.

Recipes

Select from many pre-built templates of common automations.