In this lesson you’ll learn:
How to add a trigger to start your workflow
How to connect your external apps to Keragon
How to configure a trigger
How to test that your trigger works
Introducing our example workflow
From this lesson onward, we'll build a simple example workflow step by step.
Our goal is to automate the patient intake process by connecting:
- Jotform (form builder)
- DrChrono (EHR system)
How it works:
- Trigger: A patient submits a form in Jotform
- Action: A new patient record is created in DrChrono
This is a common automation pattern. We've simplified it for learning purposes.
By the end of this course, your workflow will look like this in the editor:
🚀 The Easiest Way to Add a Trigger: Use the Chat
When you open a new workflow, you'll see the chat panel on the left and the workflow canvas in the center.
Instead of manually searching for a trigger, type what you want to automate in the chat.
For example:
"Start when a new Jotform submission is received."
The chat will:
- Suggest the correct trigger
- Ask for clarification if needed
- Update the workflow for you
Once you confirm, click Update workflow and your trigger is added to the canvas.
This is the fastest and recommended way to build.
Manual Option: Add a Trigger from the Canvas
If you prefer to add a trigger manually:
- Click + Add a trigger in the center of the canvas
- Select the app (e.g., Jotform)
- Choose the trigger event (e.g., New submission)
Both approaches lead to the same result. The chat makes it easier.
What if you can't find the trigger you need?
Click Get help (top right) and select Connector request or issue, then use the Request a new connector option. We're continuously adding new integrations.
Connecting your account
After selecting your trigger, you'll need to connect your external app. This allows Keragon to securely receive updates.
When connecting, you may need to:
- Log in directly
- Provide an API key or access token
- Follow on-screen authentication instructions
If credentials are required, you'll see a link such as "How to find my API Key/Token?". Follow the instructions, enter the required information, and click Save.
Once set up, Keragon creates an Authentication. that can be reused across as many future workflows as needed. You can manage your authentications from the Authentications tab in the main dashboard.
How can I find my credentials?
Connecting an app typically requires your login credentials or occasionally an API key. Keragon always provides a link to a step-by-step guide on the connection screen.
Configuring the trigger inputs
Once your account is connected, fill in any inputs to customize the trigger's behavior. For our example workflow, we select the specific form we want to receive submissions from — in this case, the New Patient Enrollment Form.
What does "Not configured" mean? If you see Not configured under a step's name, the step setup is incomplete. Hover over it to see what's missing — usually a missing account connection or a required input that hasn't been filled in.
Testing the trigger
Click Test with sample event and select one of the available samples.
You don't need to submit an actual test form. Keragon connects to your Jotform account and automatically retrieves your five most recent submissions. Select any of them to use as your test submission — the results will be used in the next step when you configure the action.
Try it yourself:
Using the chat, type a description of when you'd like your workflow to start. Try something like:
"Start when a new Jotform submission is received."
Confirm the suggestion, connect your account, and run a test. Once you see sample data come through, you're ready for the next lesson.
Next lesson
In this lesson we learned how to add, configure and test a trigger. You can now jump to the next lesson in which we’ll add an action step.