Applies to

Bridge by Smartsheet

Start your Bridge workflows with triggers

Triggers tell Bridge workflows when to run and there are several types of triggers to choose from. Which trigger you should use for a workflow depends on how you need your process workflow to start.

PLANS

  • Bridge by Smartsheet
  • Use an integration trigger to have your Bridge workflow start in response to something, e.g. when a column value changes on a row.
  • Use a schedule trigger to have your Bridge workflow start on a specific date/time or cadence, e.g. daily, weekly, monthly.
  • Use another Bridge workflow as a trigger — any Bridge workflow can serve as a parent workflow trigger to another workflow.
  • Use the Play button as a manual trigger for your workflows.
  • Set up a webhook trigger to have your Bridge workflow respond to a change in a system that doesn’t have an integration.

For processes that may need to start in more than one way, you can set up more than one trigger. Some triggers can also bring in important information that helps your workflow get started.


Integration triggers

Bridge workflows can start in response to a change in a system, e.g. when a row is added to your sheet. These are called integration triggers.

Use integration triggers when your workflow needs to respond to a change. Here are some of the integrations you can use to trigger a workflow:

Currently, only Smartsheet triggers are visible for setting up from within the workflow designer's Triggers panel. All other integration triggers must be set up on the Integrations page of your Bridge workspace.

Each integration that supports triggers has multiple kinds of triggers to choose from. First, to use an integration’s triggers, you need to set up the integration using the below steps: 

  1. Navigate to the Integrations page in Bridge. 
  2. Search for the integration you need for your workflow.
  3. Select the integration. 
  4. To authenticate and set up the integration, follow the integration prompts.

Once the integration is set up, use the articles linked above to review the specific trigger events available for each integration. 


Parent workflows

You can set up workflows to trigger other workflows. We call these parent and child workflows. A workflow can have one or more parents and one or more children.

Learn more about parent and child workflows.


Schedule triggers

You can set up Bridge workflows to run once at a specific date/time or on a recurring basis, such as hourly, daily, etc. When using a schedule trigger, your workflow needs to be set up to get all the information that it needs to run your process.

Follow these steps to set a schedule for your workflow: 

  1. To expand the Trigger pane, in the workflow builder, select the Trigger element. 
  2. Expand the Schedule option. 
  3. Define your schedule details.

You can’t set schedules to run more than every 15 minutes. The schedules created are all displayed in UTC timezone.

Learn more about scheduling workflows.


Manual triggers

You can manually trigger a workflow while viewing the workflow inside Bridge. This trigger is most commonly used when building your workflow to test the latest changes you’ve made. You can also use this trigger when you have a process that doesn’t need to run in response to something or at a specific time, but is useful to run every now and then.

To manually trigger a workflow to run:

  1. In Bridge, locate the workflow you want to run.
  2. Open the workflow in the designer by selecting the name of the workflow. 
  3. Open the Run Log  .
  4. Select the Play button Play button.

Webhook triggers

If you want to trigger workflows with other systems that are not integrated with Bridge you can define these triggers using the Inbound Webhook Utility:

  1. Go to the Integrations page.
  2. Find the Inbound Webhooks icon.
  3. Fill in the required information.

This is only a viable option if the system offers relevant webhooks (e.g. the events you want to respond to) and doesn't require validation of webhook endpoints.

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