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About Trigger Features
Yuki Omori avatar
Written by Yuki Omori
Updated over a week ago

📝 Overview

A trigger is the method used to start a Flowbot in Yoom.

Yoom provided four types of triggers, including manual launch, allowing you to automate workflows based on different conditions.


🛠️ Types of Triggers & Use Cases

Trigger Type

Description

Use cases

The Flowbot is started manually by clicking the launch button in Yoom.

When you want to control the timing, such as after reviewing a task.

The Flowbot starts when a response is submitted from a custom web form.

For surveys, inquiries, or workflows triggered by form submissions.

The Flowbot runs at a set date and time.

Automating periodic tasks, such as sending reports every Wednesday at 10 AM.

The Flowbot starts when an email matching set conditions is received at a designated email address.

Sending email notifications to a chat tool when specific emails arrive.

The Flowbot starts when a specified event occurs in another app.

Triggering workflows based on app activities, such as contract signing or a chat post.

The Flowbot starts when a record is added, updated, or deleted in Yoom's database.

Automating actions when new records are added from another app.


⚠️ Points to Note When Setting Triggers

1️⃣ Enabling a Trigger

Some triggers require you to turn ON a toggle switched after setup.

Once the Flowbot is properly configured and the toggle is turned ON, the trigger becomes active.

2️⃣ When You Cannot Enable a Trigger

You cannot turn the toggle ON in the following cases:
The trigger is set, but no actions (operations) are configured afterward.

The subsequent operations exist but are incomplete.

🎉 That’s it! Now you know how to set up triggers in Yoom.

Related Keywords

Trigger, Automation, Start Flowbot, Launch Method, Workflow

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