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