Triggers and schedule triggers so let's take a look at the main difference between them with some examples instant triggers as the name suggests.
Are actions that will take place immediately this type of trigger will always wait to receive data from the app you chose until something happens so.
Let's suppose that we are using pipedrive to manage our sales opportunities and we want to notify the members in our team when a new prospect or lead is contacted.
So when someone moves a deal from new to contacted in our pipeline we want to send a notification to a slack channel so let's jump back to integromar and now let's build the.
That's exactly what we want to accomplish and in this case is doing something when a new deal is updated so we're going to go with this one and now let's configure this module.
These steps might differ a bit depending on the app you've chosen but just follow along for now so we're going to enable a new web hook so we are going to click here on this.
Add button and now we want to select a connection here add a new connection.
And the connection type is going to be pipe drive api token which is the the default one and now we need to copy and paste an api token that you will find inside the.
Account settings of your tool in this case we're going back to pipedrive copy and paste the api token once that you paste the token here then click on continue and that will enable the.
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Connection so once that you click on - Make Automate
Continue you'll be get backed into that model window we're gonna wait a few seconds until the connection is established.And if no errors are shown then you're good to go now the last step would be choosing which action we are interested in and in this example we want to trigger the automation when a.
New deal is updated so we're going to choose update it as an action and we're going to leave these things empty and press save for now so there we go we just enable a new web.
Hook for pi drive and as you can see this is the one that is being selected for this workflow so we're going to click ok and.
Just so you know another way to identify that this trigger is an immediate one is because the lightning icon that appears next to the module so if you click on this one.
You'll get prompted with this schedule settings window stating that the scenario will run immediately so there you have it this is how to set.
Up your immediate trigger now let's jump back into the other scenario that i've built a while ago and take a look at the action and how does it work so i'm gonna run once.
This scenario and listen for new events and now the scenario is waiting for data waiting for something to happen so i'm gonna move.
My deal to contact made and you'll see what happens now this is like the end result if i go into slack now we're going to see this text.
Dev integromat just started the
Conversation with jonas no from game of thrones and that's the end result the second type of trigger it's the.Schedule trigger so the schedule trigger checks for new available data instead your app add regular intervals so these intervals can be every 15 minutes.
Once a day every day certain days of the week and so forth you will need to specify when and how often you want this automation to happen.
So now let's take a look at the same use case of the first video in this series and we're going to find google forms from the app list and now we're gonna pick um watch.
Responses as a trigger and as you can see it is also classified inside triggers category so that's also giving us a hint that we are on the right track we're gonna select that one.
Now and we might need to add a new connection then we choose a spreadsheet which will store.
All the responses from this survey and once we pick that now it will appear a drop down with the tabs available inside this spreadsheet i only.
Have one and it's called form responses one so i'm gonna use this and that's it we're gonna click ok so there we have it we've just created a schedule trigger for google forms.
Again to verify that this is a schedule trigger this clock icon next to it will indicate that this is a type that we're using so now if we want to check data once per day.
And maybe add 9 a.m then this is how to do it as always we will have to add a second app in order to complete our automation.
