Define trigger conditions

  • Release version: Zurich
  • Updated November 11, 2025
  • 1 minute to read

    • Define trigger conditions that start a sequence by configuring simple triggers or combining multiple triggers for initiating workflows from multiple record-based events.

    Before you begin

    Note:
    Multi-trigger capability is available only with at least Playbooks version 28.1 on the Zurich release. For more information, see Playbooks in Workflow Studio release notes.

    Delegated developer roles must be assigned to designated users. For more information, see Grant delegated developer permissions for managing sequences.

    Role required: sn_crm_sequence.admin, sn_crm_sequence.writer

    Note:
    If you're using Customer Engagement Sequences 1.0.0, then you need the playbook.admin or pd_author role to create sequences.

    Procedure

    1. Navigate to Workspaces > CSM/FSM Configurable Workspace.
    2. Select the List icon .
    3. Navigate to Sequences > All Sequences.
    4. Select a sequence that you're creating or updating.
    5. On the left sidebar, select the Triggers icon .
    6. Select an option that indicates when the playbook should run from the Add trigger drop-down list.
      The available options are:
      • When record is created
      • When record is updated
      • When record is created or updated
    7. In the Conditions field, add conditions that must be met to trigger your playbook.
      To trigger the sequence when a new record is created in the Lead [sn_lead_mgmt_core_lead] table, you would set the condition [State][is][New].
      For more information, see Condition builder.
    8. Select Save and close.
    9. Optional: Create a multi-trigger sequence by selecting Add triggers from the Triggers pane and repeating the steps of defining the trigger conditions.

      When adding additional triggers, if you select a child table or any other table from the Trigger table field, you must use the data pill picker to select the parent record.

      Tip:
      You can add up to 10 triggers.

    Result

    The new triggers appear in the Record based triggers section of the Triggers pane.