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 very 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 workflow canvas in the center
The chat panel on the left
Instead of manually searching for a trigger, you can simply type what you want to automate.
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 will be 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 build manually:
Click + Add a trigger in the center of the canvas.
Then:
Select the app (e.g., Jotform)
Choose the trigger event (e.g., New submission)
Both approaches lead to the same result. The chat simply makes it easier!
What if you can't find the trigger you need?
Use the banner at the top of the connector catalog to request a new vendor or trigger. We're continuously adding new integrations to enhance your experience.
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 log in directly
Or provide an API key / access token
Or follow on-screen authentication instructions
If credentials are required, you’ll see a helpful link such as:
“How to find my API Key/Token?”
Follow the instructions, enter the required information, and click Save.
Once your app connection is set up, we create an Authentication. This Authentication can be reused in as many future workflows as needed. You can manage your app authentications in the Authentications tab in the main Keragon dashboard.
How can I find my credentials?
Connecting an external app in Keragon typically involves entering your login credentials, such as your username and password. Occasionally, it may also require a developer key or API key. Don't worry - we’ll always provide a link to a step-by-step guide for that, which you can find on the screen where you connect your account.
Configuring the trigger inputs
The next step is to fill in any inputs to customize the trigger’s behavior. For our example workflow, we need to select the specific form we want to receive submissions for. We want the workflow to start when a new patient submits a form, so we choose the New Patient Enrollment Form.
Completing step configuration
If you see the phrase `Not configured` under a step’s name, it means the step configuration is incomplete. Hovering over the Not configured phrase will show what is missing. Usually, this indicates that you have not connected your account or forgotten to fill in some required inputs.
Testing the trigger
We’re ready to test our trigger and see it in action! Simply click on the “Test with sample event” button and choose one of the samples.
Note that you do not need to perform an actual test submission. Keragon connects to your Jotform account and retrieves the five most recent submissions automatically. You can select any of these recent submissions, which will serve as your test submission for building the rest of your workflow. The results from this test submission will be used in the next step when we configure the action.
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.