Automations

Triggers

Learn about Triggers in WaymakerOS.

TriggersEvents

Triggers define what starts an automation. Every automation has exactly one trigger.

Trigger types

Form submission

Runs when someone submits a specific form.

Configuration:

  • Select the form
  • The trigger provides all form field values as variables you can use in actions

Example: When the "Contact Us" form is submitted, create a row in the Leads table and send a confirmation email.

Event type

Runs when a system event occurs in your workspace.

Available events:

  • Task created
  • Task status changed
  • Task assigned
  • Document created
  • Document updated
  • Table row created
  • Table row updated

Configuration:

  • Select the event type
  • Optionally filter by specific resource (e.g., only tasks on a specific board)

Scheduled

Runs at a set time or interval.

Options:

  • Once — at a specific date and time
  • Hourly — every N hours
  • Daily — at a specific time each day
  • Weekly — on specific days at a specific time
  • Monthly — on a specific day of the month

Configuration:

  • Schedule type
  • Time and timezone
  • Start date

Webhook

Runs when an external HTTP request hits the automation's webhook URL.

Configuration:

  • Waymaker generates a unique webhook URL for the automation
  • Share this URL with the external service
  • The trigger provides the webhook payload as variables

Trigger variables

Every trigger produces variables that subsequent actions can reference:

Trigger TypeAvailable Variables
Form submissionAll form field values (e.g., {{name}}, {{email}})
EventEntity details (e.g., {{task.name}}, {{task.status}})
ScheduledCurrent timestamp
WebhookFull request payload

Use {{variable_name}} syntax in action configurations to reference trigger data.

Testing triggers

Click Test on a trigger to simulate it with sample data. This lets you verify your actions work correctly before activating the automation.

Next steps