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Triggers
Choose the event that starts an automation
A trigger is the event that starts an Automation Automation. Every automation has exactly one, and it's the first thing you set when you build one. This guide covers all six triggers and how to filter them with conditions. For the actions that follow, see Automation Steps.A rule that automatically runs one or more Steps, such as sending a notification or updating a record, when its Trigger conditions are met.
Automations are created under Settings → Operations → Automations. You'll need to be a System admin.
To set a trigger, open the automation editor and, under When to trigger, complete the Whenever… statement.
