Triggers
What is a trigger?
Triggers initiate workflows in Rewst. Every workflow must have a trigger to define when and how it starts. Essentially, triggers put the automate in automation. Choosing the right trigger ensures that your workflows execute at the right time, with the right data, to drive efficiency and consistency in your operations.
A trigger is also used on any form input that requires a workflow. If a form uses the Dynamic button, then you must also create a trigger on the workflow associated with that form.
For more on how to see which triggers appear on a specific workflow, view our documentation here.
View all triggers
Navigate to Automations > Triggers in the left side menu of Rewst to view the total triggers page, which contains a sortable list of all triggers in your Rewst instance, organized by tabs labeled with automation type. This includes triggers from your custom-built workflows and from unpacked Crates. Click on any of the column headers to sort the list by that criteria. Use the Tags drop-down selector to filter the list by specific tags.

Toggle any trigger to enabled or disabled in the Status column. Once toggled on, the slider will turn green, and a green checkmark will appear to the right to let you know that the enablement is complete.
We're currently working on a feature limitation that prevents the last activity display for Always Pass and Interval triggers. Instead of listing the last activity, the trigger will show that it has never been activated. For these particular trigger types, confirm the last time the trigger was activated directly in the trigger rather than in the triggers page.
Three trigger modes in Rewst
There are three trigger modes in Rewst. All are selected when creating your trigger in the trigger settings of the right side menu. Trigger modes can't be edited after a trigger is created. Click each type below to expand and learn about different modes.
Inbound and outbound workflow triggering should be linear, never circular. Don't set two workflows to continually run when the other completes. This will cause the workflows to trigger each other in an infinite loop.
Create a trigger
Depending on your workflow, you may have one trigger or multiple triggers— for example, a webhook trigger and a trigger that runs when a ticket gets saved in your PSA. In either case, to begin:
Click
to open the library.Click the Flow Control tab.
Drag the yellow Triggers bar onto your Workflow Builder Canvas.
Click on the bar to open trigger settings in the right side menu. Note that if you have one trigger or many triggers, all will show up in this right side menu in a list, which is always accessible by clicking the yellow bar. The number of total triggers will appear in a counter box in the far right of the dragged yellow bar.

Click + Add Trigger.
Fill out the Trigger Settings menu as follows:
Enter a descriptive name into the Trigger Name field.
Toggle the trigger to Enabled to use it in the workflow.
Use the Trigger Mode drop-down selector to choose the mode for your trigger:
Integration: The workflow is triggered by an integration with Rewst. If this is selected, choose a Trigger Type from the drop-down selector. Read more about trigger types in the later sections of this document.
Inbound: The workflow's start is triggered by another workflow.
Outbound: The workflow's completing triggers another workflow.
Fill out the fields that appear depending on your trigger mode selection. For more on trigger modes and their required fields, see the trigger mode section of this document.
Optional: Click the Overrides tab and add integration overrides.
Optional: Click the Run For tab and add or tags.
Click Save Trigger.
Follow the process again to add additional triggers.

Trigger criteria
When you're comfortable with the basics of triggers, learn more about trigger criteria here. It's a separate submenu tab the trigger menu, and has its own documentation page. The below table outlines the fields in the trigger criteria configuration menu.
Name
Whatever you would like to name your trigger, with a descriptive word or phrase for what it does.
Enabled
Toggle this on or off.
Organizations
Select all the organization that exist within Rewst that may need to use this workflow. If you add a new client, they will have to be added in that workflow trigger.
Integration Override
To give the workflow access to integrations and credentials owned by the parent organization, that default behavior must be explicitly overridden. In the above example image, the trigger allows your clients to use your PSA, RRM and licensing integration. See more about integration overrrides in the next section of this document.
Trigger Type
There are a number of types to choose from, such as a webhook, form submission, ticket saved, M365 alerts. See Core triggers for more information on common trigger types.
Form
If your trigger type is a form submission, you would select the form that links to the workflow.
What are integration overrides
Integration overrides allow selection between multiple versions of the same integration at both the trigger and action levels, enabling granular control over workflow execution. When a workflow is triggered by and running within the context of a child organization, by default it only has access to the org's own integrations and configurations. To give the workflow access to integrations and credentials owned by the parent organization, that default behavior must be explicitly overridden. Rewst recommends adding more integration overrides rather than fewer.

Click
next to integration overrides.Choose your desired integration or integrations from the drop-down selector that appears. This will populate the options for that integration below the selector. Each selected integration will have its own accordion menu added to the trigger configuration page.
Configuration Selection Mode options
Use Default - The default configuration for the workflow owner will be used
Use Selected Config - Select a specific integration configuration to use: choosing this option reveals a new Integration Configuration drop-down selector where you'll choose an existing configuration
Use Name Search - Search the workflow owner's integration configurations by name: choosing this option reveals a new Configuration Name field where you'll enter the name
Configuration Fallback Mode - The behavior to be used if the selected configuration is not found, available for all Configuration Selection Mode options excluding Use Default
Use Org Mapping - Use the organization mapping defined in the integration settings page to select the configuration to use
Fail Workflow - If the matching configuration is not found, the workflow will fail with an error
Add an integration override
Click the Overrides tab.
Choose your desired integration from the selector that appears. You may select multiple integrations, but must choose one at a time. Click + Add Integration Override each time to add another integration, and Edit Integration Override to return to the list for additional selections. This will populate the options for that integration below the selector. Each selected integration will have its own menu added to the overrides list.


For each integration override, choose from the following settings:
Use Default - The default configuration for the workflow owner will be used
Use Selected Config - Select a specific integration configuration to use: choosing this option reveals a new Integration Configuration drop-down selector where you'll choose an existing configuration
Use Name Search - Search the workflow owner's integration configurations by name: choosing this option reveals a new Configuration Name field where you'll enter the name
Configuration Fallback Mode, available for Use Selected Config and Use Name Search only - The behavior to be used if the selected configuration is not found, available for all Configuration Selection Mode options excluding Use Default
Use Default - If the matching configuration is not found, the default configuration for the workflow owner will be used
Fail Workflow - If the matching configuration is not found, the workflow will fail with an error
Click Submit.


Note that when you unpack a Crate, it will automatically look at your installed integrations to decide which integration overrides to apply to your particular unpack. If you add additional integrations or change integrations after a Crate has been unpacked, and want that integration to be recognized and used with integration overrides for the Crate's workflow, you'll need to go to the trigger for that workflow and manually add the new integration to the integration overrides field.
Integration override on an action
While integration overrides mainly live on and apply to triggers, you can also add them to actions under the Advanced tab of their right side configuration menu. The main use case for an action-based integration override is when you use multi-instance integration in Rewst.
The process and selections for this integration override are the same as for those set on a trigger.


Activate trigger to run for
This submenu controls which organizations a workflow trigger is enabled for. When a triggered, it determines which organizations the workflow can execute in the context of. Each trigger on a workflow has its own Activate Trigger To Run For settings. They aren't shared between multiple triggers on the same workflow.
Selected Organization toggle
Toggled on by default, this enables the trigger for the organization that owns the workflow, usually the parent organization
Toggle off if you don't want the workflow to run for the owning organization
Organizations drop-down selector
Manually select specific organizations
Choose individual child organizations that should have this trigger active
All Current and Future Managed Organizations toggle
Toggle on to automatically enable the trigger for:
All currently existing child organizations
Any new organizations added in the future - automatically included
Click the Run For tab.
Choose your settings:
Selected Organization toggle
Toggled on by default, this enables the trigger for the organization that owns the workflow, usually the parent organization
Toggle off if you don't want the workflow to run for the owning organization
All Current and Future Managed Organizations toggle
Toggle on to automatically enable the trigger for:
All currently existing child organizations
Any new organizations added in the future - automatically included
Organizations drop-down selector
Manually select specific organizations
Choose individual child organizations that should have this trigger active
Tags drop-down selector
Choose to activate organizations which have been given the specified tags
Any future organizations tagged will be pulled in via the tag

If you don't enable All current and future managed organizations, you must manually add new clients to the trigger when they're onboarded.
You can't filter organizations by tags in this menu - it's either individual selection, all, or all plus future.
Even if a trigger is activated for an organization, the workflow will only work if that organization has the required integrations configured and mapped.
If the workflow uses parent organization integrations like your PSA, you must configure integration overrides on the trigger to give child orgs access to those credentials.
Critical timing
Starting on May 2, 2026, all workflows will default to their critical timing set as False. If you want a workflow to run at a specific time without flexibility, be it a new workflow or an existing workflow, you'll need to manually indicate this in the Critical Timing selector.
Critical timing is Rewst's setting for indicating if a workflow with a cron trigger must be run at a certain time or if there can be allowed variation in when the workflow is triggered. Choose true if the workflow must run at the same time each day. Choose False or None if the workflow's schedule has flexibility. This will adjust the start time, but maintain the frequency of when the workflow is triggered. By default, triggers that share the same schedule are spread across a short window to reduce load spikes and improve performance.

The time window will depend on your schedule's frequency, capped at 30 minutes:
*/5 * * * * : every 5 min — within ~1 min
0 * * * * : hourly — within ~15 min
0 10 * * * : daily at 10 AM — within ~30 min
0 0 1 * * : 1st of each month — within ~30 min
Modify an existing trigger
To modify an existing trigger, click on the yellow trigger bar. Then, click on the individual trigger in the trigger list. Update any of the settings in the tabs as desired, then click Save Trigger.
Use a trigger on a form
Once the trigger has been created on a workflow, it can then be used on a form. This must be an options generator workflow. The requirements for this can be found here.

The above is a screenshot from a form where a dropdown field has been selected and the output will be based on the workflow output. When running the form, if the client is added on the trigger and the trigger is set on the form, the workflow will run, and the options will fill into the form field.
Core triggers
There are seven key triggers to understand when getting started with Rewst. These triggers cover a range of automation scenarios, from scheduled executions to real-time event responses. In Rewst, we denote these from other triggers by calling them core triggers. Type core into the Trigger Type field to isolate most of these trigger types from the total list.

Rewst triggers
Rewst triggers are additional triggers that can be used across all integrations and relate directly to the Rewst platform. Type Rewst into the Trigger Type field to isolate most of these trigger types from the total list.
Other triggers
Rewst offers additional triggers for some of our integrations tailored to different automation needs. Explore the available triggers in the trigger type list to find the best fit for your specific processes. Try asking RoboRewsty what each integration-specific trigger does to learn more about how it can be used, or read more about included triggers on each integration's info page in this site.

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