Triggers start the work
A trigger is the moment a workflow begins. It can be a form submission, webhook event, new database record, uploaded file, or a scheduled time.
- Event triggers react to something that happened.
- Scheduled triggers run at a fixed time.
- Manual triggers let a user start the flow intentionally.
Actions do the work
An action is a step that changes something, sends something, saves data, formats text, calls an API, or asks AI to produce structured output.
- Keep each action focused.
- Name actions clearly.
- Handle failed actions with retries or alerts.
Conditions control the path
Conditions let the workflow choose a route. For example, a high-value lead can go to sales while a support request goes to a helpdesk queue.
- Use simple if/else rules first.
- Branch only when the cases are truly different.
- Add a human review branch for uncertain results.