Automation Trigger Types

The five types of triggers that start Smartsheet automation workflows. Each trigger type determines when the workflow fires.

Syntax

smartsheet-mastery

Automation menu → Manage Workflows → + Add Workflow → Select Trigger

Example

smartsheet-mastery

// TRIGGER 1: When rows are added
// Fires on any new row (manual, form, API, Move Row action)

// TRIGGER 2: When rows are changed
// Fires when any field in the row changes
// Config: "When specific field changes" to limit to one column

// TRIGGER 3: When a date is reached
// Fires on or N days before/after a Date column value
// Use for: due date reminders, follow-up nudges

// TRIGGER 4: On a schedule
// Fires daily, weekly, or monthly at a specified time
// Use for: weekly update requests, monthly status reports

// TRIGGER 5: When a date field changes
// Fires only when a date column value is modified