Triggers are the powerhouse of Wizflow automation, enabling sophisticated workflows that extend far beyond simple form collection into full business process automation. When users interact with your chatflow, triggers automatically execute actions, send data to external systems, generate documents, and perform complex calculations.

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How Triggers Work

Event-Driven Actions

Triggers execute automatically based on user interactions - when responses are created, updated, or deleted in your chatflow.

Dynamic Content

All triggers support dynamic content using user responses, variables, and other trigger outputs for personalized automation.

Flexible Timing

Choose instant execution (blocking) or event-based triggers that run in the background without interrupting user experience.

Error Handling

Built-in status reporting and error handling ensure reliable execution of critical business processes.

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Trigger Types

Email TriggerSend automated emails with dynamic content, attachments, and professional formatting based on user responses.Perfect For:
  • Welcome emails and confirmations
  • Application status notifications
  • Document delivery and reports
  • Customer onboarding sequences
  • Approval and rejection notices
Features:
  • Template support with variable substitution
  • Multiple recipients and CC/BCC
  • File attachments from other triggers
  • Custom reply-to configuration
  • Professional HTML formatting
Example: Send personalized loan pre-approval letter
- To: applicant email
- Subject: "Your loan application status - {{applicantName}}"  
- Attach: PDF report from calculation trigger
- Template: Professional branded email template

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Trigger Execution Options

Instant/Blocking Execution

Immediate ProcessingExecute triggers immediately and wait for completion before allowing users to proceed.
  • Best for: Critical calculations, validations, real-time processing
  • User Experience: Brief loading while trigger completes
  • Use Case: Financial calculations that affect next questions

Event-Based Execution

Background ProcessingTriggers execute in the background without interrupting user experience.
  • Best for: Notifications, data sync, non-critical processing
  • User Experience: Seamless flow continuation
  • Use Case: Email notifications, CRM updates, document generation

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Trigger Events

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Real-World Implementation Examples

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Financial Services Workflow

1

Application Submission

User completes loan application chatflow with personal and financial information
2

Instant Risk Assessment

Calculation Trigger (blocking) performs real-time risk scoring and eligibility check
3

Document Generation

PDF Trigger generates personalized pre-approval letter or application summary
4

CRM Integration

Webhook Trigger creates lead record in Salesforce with risk score and documents
5

Team Notification

Slack Trigger alerts loan officers about high-value applications requiring review
6

Customer Communication

Email Trigger sends confirmation email with next steps and generated documents

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Insurance Onboarding Process

# Risk Assessment & Premium Calculation
trigger: calculation
input: age, health_data, coverage_amount, location
processing: actuarial_risk_model
output: 
  - premium_quote
  - risk_classification
  - coverage_recommendations

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Integration Capabilities

Dynamic Content

Resource URIsReference user responses, variables, and other trigger outputs throughout your automation workflows.

Complex Transformations

Business LogicApply sophisticated data transformations and business rules before sending to external systems.

Error Recovery

Reliability FeaturesBuilt-in retry logic, error reporting, and status tracking for mission-critical processes.

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Best Practices

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Performance Optimization

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Error Handling

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Security & Compliance

Enterprise SecurityWizflow triggers support enterprise-grade security requirements:
  • Encrypted Data Transfer - All external communications use HTTPS/TLS
  • Authentication Support - Bearer tokens, API keys, OAuth integration
  • Data Privacy - GDPR-compliant data handling and retention
  • Audit Trails - Complete logging of trigger execution and data flow
  • Access Controls - Role-based permissions for trigger configuration
Integration ConsiderationsWhen implementing triggers with external systems:
  • Test thoroughly in staging environments before production
  • Monitor performance and set appropriate timeouts
  • Handle rate limits for external APIs gracefully
  • Secure credentials using proper secret management
  • Plan for downtime of external services

Variables

Create calculated values to use as trigger inputs and dynamic content

Conditional Logic

Use conditional execution to trigger actions only when conditions are met

Entities Overview

Understand the data sources available for trigger processing

Platform Integrations

Technical details about external system integration capabilities