A trigger is the event that starts a workflow, such as a lead inquiry, document send, or proposal acceptance. Choose the one that matches the business action.
Why this matters
A workflow repeats work for the right event at the right time. Rae can prepare a complete draft quickly; your team then checks every starting condition, recipient, message, and task before publishing.
Before you start
Know the event or lead condition that should start the workflow and who should receive each action.
In Releventful
Open the event type's draft in Manage Portal Templates > Edit workflow and click the timeline item.
In its timing settings, choose the named starting point, such as Event created or Proposal accepted, and set any delay.
Click Save draft and Review saved draft, then Try the client portal with a matching sample event to check its due time before publishing.
A useful decision
A trigger identifies when a workflow considers an event, while a condition decides whether this item should apply. Test one event that meets both and another that does not before turning the item on.
Check the result
Preview a matching example and monitor the first live run. Confirm any message reached the intended person.
Important to know
A saved draft is not live. New items begin off for review. A published workflow can send real messages or create tasks when its conditions are met; existing events require their own impact review.