Create a trigger

Learn how to create a trigger. You need the Administrator and Trigger Manager user roles to access these settings.

You must enable the triggers add-on and have the Administrator and Triggers Manager user roles to create a trigger. 

Step one: Add the trigger details

The details of a trigger include the name, status, and event.

To add a trigger:

  1. Go to Tools > Locations.
  2. Click View next to your location.
  3. Select Triggers from the left-hand menu.
  4. In the Trigger Details tab, click Create a New Trigger.
  5. Enter the Trigger Name, Click Active for Trigger Status, Select the Trigger Method (for more information, see our Help article Trigger Events).

  6. Click Next.
  7. Add Trigger Rules by clicking the green Create a New Rule button for either the ALL or the ANY section (for more information, see our Help article Trigger Rules).

  8. Click Next.
  9. Add Trigger Actions by clicking the green Create a New Action button (for more information, see our article Trigger Actions).

  10. Click Save & Close.

Your trigger will now be active and working straight away.

If you want to clone your trigger in the same location, just click the Clone button. If you want to clone your trigger to a new location, select it using the checkbox, and use the Run an Action menu to do so. For more information, see our article How to Clone a Trigger.

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