Triggers Settings

With Triggers, you can set up automated actions that are executed on a specified event; for example, anytime a person joins a team, they will automatically be sent a welcome email and assigned an onboarding Workflow. As an admin, you can create triggers that will be added to every Item that is created in a Module.

To access a Module's triggers, go to Settings > Modules > Triggers to start setting them up.

Click on "Add a new Trigger" and you will need to give it a name and select what the Trigger action is from a drop-down list which includes:

• Add a member
• Remove a member
• Create Item
• Delete Item
• Archive Item
• Unarchive Item
• Visibility change
• Status change
• Metric change

After choosing an action, you can then create reactionary steps. The options within Qatalog are the following:

• Send email
• Create Post
• Assign Workflow
• Create Task
• Send HTTP request
• Create a new Item in one of your existing Modules.

You will also be able to trigger reactions from your integrations like posting to a Slack channel or creating a Jira ticket.

Who can create Triggers?

• General users can create Triggers, but only on an item level; i.e. only on items they are owners or admins of. 
• Admins can create item level Triggers, as well as Module level Triggers as explained above; i.e. Triggers that are automatically added to every Item created in a Module.