Trigger Selection
- 24 Mar 2026
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Trigger Selection
- Updated 24 Mar 2026
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Person Triggers
Rules on the Person base of the following types require Trigger selection:
Bin
Field
Interaction
Project Task
Tag
The trigger selection options are:
Trigger | Description |
|---|---|
Upon Update (Deferred) | Will run within approximately 20 minutes after a record is updated. |
Upon Person Update (Overnight Processing) | Will run overnight when a record was updated during the day. |
Application Triggers
Rules on the Application base of the following types require Trigger selection:
Activity
Bin
Checklist
Decision
Field
Project Task
Tag
The trigger selection options are:
Trigger | Description |
|---|---|
Upon Update (Deferred) | Will run within approximately 20 minutes after a record is updated. |
Upon Application Submission Only | Will only run at the time that the application is submitted. It will run immediately upon application submission. |
Upon Application Update (Overnight Processing) | Will run overnight when an application was updated during the day. |
A note about the Upon Application Submission Only trigger
The submission trigger is typically used for application fees (and any other items that will not change if the application is updated).
Inbox Triggers
Rules on the Inbox base of the following types require Trigger selection.
Field
Assignment
Automatic Reply
Star
Junk
Notification
Resolve
Trigger | Description |
|---|---|
Upon Message Receipt Only | Will run within approximately 20 minutes after a message is received. |
Nightly Processing | Will run overnight. |
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