Triggers are events that initiate workflows in MergePoint. Every workflow begins with a trigger, which defines when and why your workflow should run. Triggers can be time-based, user-driven, or tied to events in your connected systems. Each trigger can be configured with filters, preview data, and logic branches.<hr>Trigger Types1. Event-Based Triggers Start a workflow when something happens in an external system connected to MergePoint:<ul class="accent-bullets"><li>Example: A new row is added in Google Sheets</li><li>Example: A record’s status changes in Salesforce</li><li>Example: A new email is received in Outlook. </li></ul>2. Time-Based Triggers Run workflows on a schedule using flexible time rules:<ul class="accent-bullets"><li>Daily or weekly intervals</li><li>Custom cron expressions (e.g. every Monday at 7 AM)</li></ul>3. User Message Triggers Start a workflow when a message is received in a chat interface or embedded assistant:<ul class="accent-bullets"><li>Message sent in MergePoint Chat</li><li>Triggered by a form input or system prompt</li></ul>4. Webhook Triggers Start workflows when external systems send an API call to MergePoint:<ul class="accent-bullets"><li>Supports authentication</li><li>Ideal for real-time external triggers</li></ul><hr>Adding and Configuring a Trigger<ol class="steps-list"><li>Open or Create a Workflow<ul class="accent-bullets"><li>Click “+ New Workflow” or open an existing one from the Workflow Builder</li></ul></li><li>Insert a Trigger Node<ul class="accent-bullets"><li>Drag a trigger node onto the canvas</li><li>Choose from: Time Trigger, App Event Trigger, Chat Trigger, or Webhook Trigger</li></ul></li><li>Configure the Trigger<ul class="accent-bullets"><li>Select the trigger type and connected service (e.g., Gmail, Salesforce, etc.)</li><li>Define the event (e.g., “New Email”, “Status Changed”)</li><li>Add optional filters (e.g., “only if subject contains 'urgent'”)</li><li>View the Preview Panel to check sample data that would activate the trigger</li></ul></li><li>Account Authorization<ul class="accent-bullets"><li>Select or connect the right account for each app</li><li>Multi-account support available; choose per trigger</li></ul></li></ol><hr>Trigger FiltersControl when a trigger should activate by applying filters:<ul class="accent-bullets"><li>Field matching (e.g., status = "Open")</li><li>Text contains/exact match</li><li>Multi-condition logic with AND/OR</li><li>Grouped filters for nested logic</li></ul>Example: Trigger only when "subject" contains “Interview” AND “location” includes “Singapore HQ”.Advanced Options:<ul class="accent-bullets"><li>Offset triggers (e.g., “10 min before calendar event”)</li><li>Case-insensitive comparisons</li><li>Wildcard matching</li></ul><hr>Working with Multiple TriggersMergePoint supports multiple triggers within the same workflow:Shared Logic (Unified Branch)<ul class="accent-bullets"><li>Email + Spreadsheet triggers both send data to the same automation path</li></ul>Split Logic (Separate Branches)<ul class="accent-bullets"><li>Email triggers run one set of steps</li><li>Form submission triggers another path</li></ul>Example:<ul class="accent-bullets"><li>Trigger 1: “New Google Sheet Row” for inbound leads</li><li>Trigger 2: “Email Received” from contact@company.com</li><li>Both connect to the same “Lead Enrichment” steps</li></ul><hr>Troubleshooting Trigger IssuesIf a trigger isn’t activating:<ul class="accent-bullets"><li>Confirm the trigger node is active</li><li>Check if the event happened after you configured the trigger</li><li>Validate filters using the Preview Panel</li><li>Allow sync time (some app triggers poll at intervals)</li></ul>Error Conditions<ul class="accent-bullets"><li>Account access was removed</li><li>The resource (e.g., spreadsheet or calendar) no longer exists</li><li>External system is temporarily unavailable</li></ul>MergePoint will automatically:<ul class="accent-bullets"><li>Retry failed triggers</li><li>Notify owners of persistent errors</li><li>Highlight affected workflows in the UI</li></ul><hr>Trigger Nodes in MergePointTriggers are drag-and-drop nodes in the Workflow Builder:<ul class="accent-bullets"><li>Time Trigger: Schedule a flow at defined intervals</li><li>App Trigger: Reacts to external app events (e.g., Airtable, Notion, Outlook)</li><li>Chat Trigger: Listens for user prompts or chat messages</li><li>Webhook Trigger: Accepts external API calls to start the workflow</li></ul>Each node includes built-in:<ul class="accent-bullets"><li>Preview of matching past events</li><li>Filter controls and data schema view</li><li>Offset logic (for events like Calendar Start)</li></ul><hr>Summary Table<table style="min-width: 50px"><colgroup><col style="min-width: 25px"><col style="min-width: 25px"></colgroup><tbody><tr><th colspan="1" rowspan="1">Trigger Type</th><th colspan="1" rowspan="1">Description</th></tr><tr><td colspan="1" rowspan="1">App Event</td><td colspan="1" rowspan="1">Starts workflow when external app updates</td></tr><tr><td colspan="1" rowspan="1">Time-Based</td><td colspan="1" rowspan="1">Runs on daily, weekly, or cron-based timers</td></tr><tr><td colspan="1" rowspan="1">Chat-Based</td><td colspan="1" rowspan="1">Reacts to messages or form interactions</td></tr><tr><td colspan="1" rowspan="1">Webhook</td><td colspan="1" rowspan="1">Starts from custom API calls</td></tr></tbody></table>

Triggers

Triggers are events that initiate workflows. Every workflow begins with a trigger, making correct configuration essential for reliable automation. Triggers can be event-based, time-based, or interacti