#3 Learning Module: Triggers in Process Studio

A. What Is a Trigger

A Trigger is an event that starts an automated process.
Every process in Process Studio must begin with a trigger.

For Example: A trigger could be when a new case is created in Filevine or a document is processed in Foundation AI.

B. Accessing the Triggers Menu

To access the Triggers menu:

1. Click the Process Studio (Beta) menu.
2. Click the Triggers tab.

This opens the Triggers Dashboard.

C. Triggers Dashboard Overview

The dashboard gives you a complete view of all your configured triggers. It includes:

• + New Trigger button
• Applications triggered
• Triggers Table, which includes:
  • Trigger Name
  • Created At
  • Linked Processes
  • Actions (edit/delete)

D. Creating a New Trigger

Follow these steps to set up a trigger:

1. Click the + New Trigger button.
2. Enter a Trigger Name.
3. Select an App (e.g., Filevine, Foundation AI).
4. Fill out the app-specific fields.

• These change depending on the app you select.

5. Add Trigger Filters:

• Click + Add Item
• Choose a First Value, Condition, and Second Value (just like in Conditional Nodes)

6. Click Save to finish.
   

E. Editing a Trigger

To make changes to an existing trigger:

1. Click on the Trigger Name from the table.
2. Make edits in the Trigger Details and Trigger Filters sections.
3. Click Save.

⚠️ Editing a trigger that is linked to an active automation will require the automation to be re-activated.

F. Linked Processes

To manage processes linked to a trigger:

1. Click on the Trigger Name.
2. Go to the Linked Processes tab:

• View the names and statuses of all processes connected to the trigger.

3. Click the window icon to open and edit the process in the Process Studio Editor.
   

G. Deleting a Trigger

To delete a trigger:

1. Find it in the Triggers Table.
2. Click the trash icon under the Actions column.
3. Confirm by clicking Delete in the popup.

Deleting a trigger will disable any processes linked to it.

Next Module: Triggers Editor in Process Studio.