Triggers and webhooks

Start a process automatically – on a schedule, or from an incoming webhook call made by another system – and pass data into the run.

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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

  1. Open a Cloud process and add a webhook trigger.
  2. Give it a name and create it.
  3. 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 POST request 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.

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