Triggers

In GTM Engine, triggers are standalone entities — not properties of a workflow. One trigger can fan out to many workflows; one workflow can be invoked by many triggers. The relationship is many-to-many via trigger_workflows.

Triggers live in the unified Automation Library alongside workflows and agents. They support tags and folder tags so a single use case (e.g. folder:Onboarding) groups its triggers, workflows, and agents together.

Trigger types

Common types include:

• RecordCreated — fires when a record (account, contact, opportunity, etc.) is created.
• RecordUpdated — fires when a record changes, with filters on which field changed and to what value (e.g. stage_id moved to a specific stage). Filters are env-specific (stage names, enum values), so the install flow flags them as editable when copying a system trigger into your org.
• Timer / Schedule — cron-style scheduled runs. Created via the same scheduler-sync path whether you build the trigger by hand or have Genie create it.
• Webhook — invoked by an external system POSTing to a per-trigger URL.

Inputs: explicit trigger-to-workflow variable mapping

The old implicit {{trigger.*}} namespace is replaced by explicit mapping from trigger output → workflow input variable. When you assign a trigger to a workflow, you map each trigger output (e.g. record_id, previous_stage_id, current_stage_id) onto a named workflow input variable. This makes the contract between trigger and workflow visible and validates at edit time.

When a workflow is installed from the Automation Library Explore tab and has linked trigger templates, the install modal:

1. Detects the triggers.
2. Shows a review step.
3. Flags env-specific RecordUpdated filter values (stage names, enum values) as amber-highlighted editable fields before copying them in the same transaction as the workflow.

Where triggers are managed

• Editing triggers and the Process Map — the top-level Automation Library workspace.
• Per-workflow trigger list — the Triggers / Inputs / Outputs panel on the workflow canvas shows which triggers are wired to that workflow and their variable mappings.
• Genie — Workflow Builder Genie can search existing triggers, create new ones, install recommended trigger templates, assign triggers to workflows, and update trigger-to-workflow variable mappings.

Next steps

• Workflows — how a triggered workflow is built.
• Variables — how trigger outputs flow into workflow inputs.