Effectively configuring and testing your workflow triggers ensures your workflows run exactly when and how you expect. Below are detailed instructions based on Keragon's existing documentation for configuring and testing your triggers.
Connecting an Account to a Trigger
Once you have selected and added the trigger in the Keragon editor, it's time to connect an account for the trigger. By connecting your account, you grant Keragon permission to interact with the triggering app, enabling it to monitor trigger events.
Account connection
Keep in mind that not all triggers require an account connection. For example, the HTTP webhook and the Scheduler trigger do not require connecting an account.
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Connect a New Account
Follow the steps below to connect a new account to a trigger:
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Select the trigger in your Keragon editor.
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Go to the "Auth" tab.
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Click on "+ Connect new account."
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Fill in the required information.
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Click the "Save" button.
Select an Existing Account
If you have more than one account added in Keragon for a specific app, you can select any of them for use in your trigger. You can see the full list of available connections under the "Auth" tab.
Configuring a Trigger
Once you've connected your account to the trigger, you can configure it. Many Keragon triggers offer options to further filter triggering events. However, keep in mind that not all triggers have configurable settings.
Follow the steps below to configure a trigger:
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Select the trigger in your Keragon editor.
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Click the "Inputs" tab.
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Fill in all the required information.
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Click "Save".
Example
The Jotform trigger allows you to configure it to watch for new submissions from a specific form. By selecting a form from the dropdown, only submissions from that form will trigger the workflow.
Filtering trigger events
You can filter events from the triggering app using conditional logic. To learn more, check out our article on filtering triggering events.
Testing a Trigger
Once you've configured your trigger's inputs, you can test it to ensure it receives data correctly. Testing a trigger prompts Keragon to request past events from the triggering app, allowing it to retrieve and make data available for subsequent steps.
Testing a Trigger Using Sample Events
For most triggers, after configuration, you have the option to test them with a sample event:
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Select the trigger in your Keragon editor.
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Go to the "Inputs" tab.
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Click the "Test with sample event" button.
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In the dropdown, select a past event.
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Click the "Test trigger" button.
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View your test result and the data from the trigger under the "Outputs" tab.
Note: If you do not see any sample events in the dropdown, it means there are no recent events (e.g., form submissions) in your triggering app. Try creating an event in your app, then click "Test with sample event" again.
Testing a Trigger Using Live Events
Another method to test your trigger is by sending a live event while your workflow is published. Follow these steps:
Note: Some triggers, like HTTP Webhook and certain app triggers, do not support testing with sample events. In these cases, testing with a live event is the only option.
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Ensure your workflow is published and contains only the trigger without subsequent actions.
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Navigate to the vendor application where you've configured your trigger (this application initiates the data flow).
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Within the vendor application interface, perform the specific task that triggers your workflow (e.g., submitting a form, creating a CRM record).
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Return to your Keragon editor; in the top-right corner, you should see a checkmark indicating a successful test.
Following these steps, you can confidently configure and validate your triggers, ensuring reliable and effective workflow automation.