Action-Based Triggers
Audience: Administrators, Solution Architects, and Developers
Purpose: Documents each action-based trigger type in Kizen: what it does, when it fires, and the behavioral details that affect how Agentic Workflows respond to Record changes and user actions.
Overview
Action-based triggers fire in response to a data change or user action on a Record. When the specified event occurs, Kizen queues a trigger evaluation. If the trigger conditions are satisfied it then initiates a new Agentic Workflow execution.
Activity Logged
This trigger fires when an Activity of a selected type is logged on a Record.
Each trigger configuration listens for a single Activity type. To respond to multiple Activity types on the same Agentic Workflow, configure a separate trigger for each.
Note: Scheduling a future Activity task does not fire this trigger. It evaluates only at the moment an Activity is marked as completed and logged.
New Record Created
Fires when a new Record is created. Can be configured to fire on creation, unarchive, or both.
Field values available at trigger time reflect only what was present at the moment of creation. Values populated by subsequent actions or Agentic Workflows will not be available.
Field Updated
Fires when a specified field's value changes on a Record.
By default, the trigger fires on any change to the field. You can narrow this by configuring from and to values. For example, only when a Status field transitions from Prospect to Qualified. Transitions to or from a blank value are supported and can be explicitly targeted.
An optional trigger on create setting causes the trigger to evaluate at Record creation. If no from/to values are configured, enabling this option will cause the trigger to fire on every new Record regardless of the field's initial value.
Stage Updated
Fires when a Record moves from one workflow stage to another.
This trigger is only available on Object Agentic Workflows; it is not available in Contact, Global, or standard Object Agentic Workflow contexts.
Form Submitted
Fires when a specific form associated with the Record is submitted.
Scoped to a single form per trigger configuration. It does not fire for all form submissions on the Record.
Survey Submitted
Fires when a specific survey associated with the Record is submitted.
Behaves consistently with Form Submitted, and is scoped to a single survey per trigger configuration.
Email Received
Fires when an email is received from a Contact.
This trigger is only available on Contact Agentic Workflows. It is not available in Workflow, Global, or standard Object Agentic Workflow contexts.
Tag Added / Tag Removed
Fires when a specific tag is added to or removed from a Record.
Tag Added and Tag Removed are separate trigger types. To respond to both directions of a tag change on the same Agentic Workflow, configure one trigger of each type.
What's Next?
Continue to Scheduled Triggers to understand the trigger types that fire based on time or date field values.
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