Triggers 101

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

1. Open or Create a Workflow

   • Click “+ New Workflow” or open an existing one from the Workflow Builder

2. Insert a Trigger Node

   • Drag a trigger node onto the canvas

   • Choose from: Time Trigger, App Event Trigger, Chat Trigger, or Webhook Trigger

3. 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

4. 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