Third-party app triggers allow you to seamlessly trigger workflows from external applications such as Salesforce or HubSpot. This powerful feature enables you to trigger workflows based on real-time events in external systems, eliminating the need for manual input or middleware tools.
With the introduction of the App trigger type, users can initiate flows automatically when specific conditions are met in connected external systems. This enhancement builds on Moxo’s existing webhook trigger framework and simplifies the automation setup process with preconfigured mappings, real-time feedback, and seamless data passing. This integration enables:
- Real-time automation to kick off of processes.
- Passing event data into flows for dynamic content.
Key Benefits:
The integration of third-party app triggers brings several powerful advantages to workflow automation. Firstly, the introduction of a new trigger type - App triggers, allows you to initiate flows directly from external platforms like Salesforce or HubSpot. With support for third-party triggers, workflows can now respond to real-time events such as a deal closure or an opportunity update in other systems, making processes more responsive and efficient.
The integration comes with enhanced trigger management features, including activation toggles, scheduling options, and error status indicators, giving users full control over when and how flows are initiated.
Another key benefit is DDR (Dynamic Data Referencing) support, which allows data from third-party apps to be mapped directly into workflow actions, enabling more personalized and dynamic process execution.
These enhancements together provide a seamless, end-to-end automated experience within the flow ecosystem.
Step-by-Step: Setting Up a Third-Party App Trigger
- Go to Library, click Create and select Flow Workspace to create a new flow template or click Edit for existing flow templates.
- Click on Add to set up a new trigger.
- Select App (for third-party apps) from the given trigger types.
Configure the Apps Trigger
- Choose Apps as your trigger type and click Next.
- Fill in the app trigger details. The flow will automatically be triggered when the specified criteria is met.
- Select a connected third-party app.
- Set the trigger event from the given options.
- Connect the app and authorize account access if required.
- Set the activation time for the trigger. This setting lets you specify a start date and time for your trigger, at which point it will be enabled automatically and click Next.
- Once you click Next, you’ll be taken to a page to create a trigger. Setup a trigger from the given options for the selected App.
- The next step will take you to trigger the configuration page in the selected app. Map workspace properties from the trigger data and click Save.
- Once you fill in all details and click Save, you will see the associated trigger in the Flow Start section of the template.
Managing Triggers in Flow Templates
Flow templates that include a trigger will display a trigger icon in the library.
You can manage triggers by easily editing them by clicking on the “...” ellipsis icon of the desired template.
Once you choose the desired flow template with trigger, click on the “...” ellipsis icon to either edit or delete the trigger.
Status Indicators:
- Active: Trigger is ready and monitoring events.
- Inactive: Trigger is paused.
- Error: Issue with the trigger (e.g., connection failure). Click the error message for troubleshooting tips.
DDR (Dynamic Data Referencing) Support
Third-party app triggers can pass data into flow actions using DDR. For example:
- A Salesforce trigger sends opportunity details.
- These are mapped to corresponding fields in the flow, enabling personalized messaging, dynamic file generation, and more.
Additional Notes:
- Manual Start Disabled: Once a trigger (webhook or app) is configured, the flow can only be triggered automatically. It can no longer be manually started from the template list.
- Error Handling: If a connection fails or an event misfires, the flow will show an error. Click to view details and resolution steps.