Triggers are internal integrations used to connect applications within Quixy. These applications can belong to the same workspace or different workspaces within the platform.
The application from which the trigger starts is called the Source Application, and the application where the action is performed is called the Destination Application.
When a configured workflow action is performed in the source application, the trigger executes the configured action in the destination application automatically or by creating a task for a user.
Triggers work based on workflow actions configured within the source application. When a configured workflow step action is performed in the source application, the trigger performs the configured action in the destination application. Triggers support the following action types.
| Trigger Action Type | Description |
|---|---|
| Submit Add Record | Automatically creates and submits records in the destination application without manual intervention. |
| Create Task | Creates a task for users in the destination application workflow for further action. |
The following components are involved while configuring triggers.
| Component | Description |
|---|---|
| Source Application | Application from which the trigger starts. |
| Destination Application | Application where the trigger performs the configured action. |
| Workflow Step | Workflow stage where the trigger becomes active. |
| Workflow Step Action | Action that executes the trigger. |
| Trigger Action | Defines how the destination application behaves after trigger execution. |
| User Reference | Used to assign tasks to users when Create Task is selected. |
| Mapping Type | Defines whether individual fields or grid data are mapped between applications. |
Consider the following applications used within an organization.
| Source Application | Destination Application |
|---|---|
| Employee Details | Salary Details |
When a record is submitted in the Employee Details application, triggers can:
This helps automate record creation, reduce manual effort, and improve workflow collaboration between applications.
Before configuring triggers, ensure the following requirements are completed.
| Requirement | Description |
|---|---|
| Common Fields | Source and destination applications should contain related fields for data mapping. |
| Workflow Configuration | Workflow steps and workflow actions should already exist in the source application. |
| Destination Application | The destination application should be created before configuring triggers. |
| User Reference Field | Required when configuring Create Task triggers to assign tasks to users. |
Note
Create Task requires a User Reference field to assign tasks to users in the destination application workflow.