Triggers are the events that activate the templates in your account. In this section, you will learn how to set up and edit a Site Flow trigger, including the activating event and the destination for your template.
TABLE OF CONTENTS
Select the Event from the drop-down to choose what event will activate your trigger.
Select the Type for your trigger: HTTP or Email.
The fields corresponding to your choice appear below.
The following fields appear at the bottom of the page when you select HTTP.
Enter the destination URL for the HTTP request.
Select the Method from the drop-down: POST, PUT, or GET.
Fill out the Header and Value fields for your request (such as account authentication). Then click the + button to the right to add the header.
This adds the header below. You may repeat this step and add as many headers as necessary for your request. You may also delete a header by clicking x to the right of it.
The following field appears at the bottom of the page when you select Email. as your Type. Fill out the field with the desired email address.
Select an existing Template from the drop-down menu.
Click the Linked Account drop-down and select from the list (if you have linked an account before).
Select Retry on failure to retry the trigger in the case that a server-side issue causes it to fail.
Select Share to copy the trigger to the linked account(s) selected in the previous step.
Click Save to finish creating the new trigger.
To test your trigger, click Test located in the top-right corner of the menu. All the required fields must be filled out before you can click the Test button.