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Solution home Recipe 101 Recipe Basics

Understanding the Recipe Trigger

Modified on: Mon, Oct 25, 2021 at 12:11 AM

What is a Trigger?

A Trigger in Workato is basically an event which a recipe will be "listening out" for. This means that the recipe will only "react" and start when the specified event has occurred, and start the recipe. Each Trigger has 2 basic elements; The Application, which refers to the application that you want to start your recipe (workflow) with, and the Trigger, which refers to an event that the recipe will be "listening out" for when you start the recipe. Once the recipe finds a trigger event, it runs that event through the recipe, and will then be found in Workato as a Job. 

 

 Some triggers, such as the one shown below, requires you to select the specific object that you are looking to watch for. Some triggers also have additional parameters to specify how far back it will go to look for the events. This is known as the From/Since Parameter and will be talked about in the next article. 


In the example below the recipe is looking for a 'New Object' in Salesforce. I have also set the object to "account", and the From parameter to "an hour ago". This means that this recipe will be triggered for each Account that has been created in Salesforce in the past hour, as well as every account that was created from the time the recipe was started. 





What happens after a job is picked up?

After a job is picked up, It will be processed in Workato, and the data associated with a particular job will be available in your "Trigger output" for use by your actions. For example, if you are triggering off "New Opportunities" in Salesforce, when a new opportunity is created and triggers the recipe, the "Trigger Output" will contain the data from that particular opportunity such as the Opportunity Name, its created date, the associated Account ID and so on. This data can then be moved to other fields in your other applications through recipe actions using a process known as "field mapping". But more on that later. 


How often does my recipe trigger?

This depends on the type of trigger you have set up. There are currently 3 main types of triggers. Polling, Real-time and Scheduler. 


1. Polling

Polling basically means that the recipe will go into your app to look for jobs at set intervals (polling cycle), which is 30 minutes for the Community plan, 10 minutes for the Base plan and 5 minutes for Professional and above plans. Polling will pick up all the jobs that occurred since the last poll unless you are running through a large database at the first run, in which case it may take slightly longer to pick up all jobs. Polling is the default method for triggers.


2. Real-time

Real-time means that the recipe will pick up jobs as soon as they occur. This may require you to be on a certain Workato Paid plan (e.g. Salesforce Real-time Triggers), and some configuration may need to be done on your app in order to use it. Instructions will usually be found in when setting up Real-time triggers if applicable. These are denoted with the  symbol when selecting the trigger. 


3. Scheduler

Using the Scheduler Trigger app allows you to select a fixed time (in intervals of your polling cycle) to trigger your recipe. This means you can set your recipe to trigger every hour, every weekday etc. Find out more here.



Up Next: Understanding the Trigger: "From/Since" field



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