Besides running a process by hand, you can have it start automatically. There are two main ways: a schedule (run at set times) and a webhook (run when another system calls a URL).
1. Schedule a process
A schedule runs a process at times you set – see Scheduling processes for the full guide. In short: create a schedule, give it a cron expression (for example 0 9 * * 1 for 9am every Monday) and a timezone, choose whether it runs on a bot or in the Cloud, and enable it. Automize fires it automatically at the next due time.
2. Webhook triggers
A webhook lets an external system start a Cloud process by sending it a request. This is how you connect Automize to things that "push" events – a form tool, a payment provider, another app's automation.
2.1 Create a webhook trigger
- Open a Cloud process and add a webhook trigger.
- Give it a name and create it.
- Automize gives you a unique webhook URL.
Important: The secret part of the webhook URL is shown only once and can't be retrieved later – copy it as soon as you create the trigger. If you lose it, create a new one.
2.2 Use the webhook
- The external system sends a
POSTrequest with a JSON body to your webhook URL. - The top-level values in that JSON become inputs to the run, available as
{{inputs.<name>}}in your connector steps. - The run is queued on the server and appears under My Runs on your dashboard.
- The run executes as you (the trigger's creator), so it uses your permissions and plan – the caller doesn't need an Automize account.
2.3 Managing triggers
You can revoke a trigger at any time; once revoked its URL stops working. Webhook endpoints are rate-limited to protect against abuse. Webhook triggers are a Cloud feature and require the cloudFlows plan feature.
3. Bot triggers and unattended mode
A desktop bot can also start a process automatically when something happens on the machine, without anyone pressing Play. These bot triggers include:
- Interval – every set period of time.
- File added / removed / changed / renamed – when a file in a watched folder changes.
- Folder added / removed / changed / renamed – when a sub-folder changes.
- New unread email – when an unread message arrives (Outlook).
- Queue item – when a new item lands in a queue.
Each trigger can carry filter conditions – the same operators used in a decision – so it only fires for items that match, for example only .pdf files or emails from a particular sender.
3.1 Unattended (armed) mode
To run unattended, press Play on the bot with no specific process selected. This arms the bot: it watches for any of its triggers and runs the matching process when one fires, staying armed across runs until you press Stop. Pressing Play on a specific process instead runs that one straight away (attended) and takes priority over the armed triggers. The armed state can also be controlled remotely.