Run a workflow now, on a schedule or from another app
Start a published workflow yourself, run it at set times, or let another app start it.
Most workflows start when something happens, such as a form being submitted. Three starting points work differently: When I click Run now, On a schedule and When another app sends data. Each one has Trigger settings, which use the published version, so publish first.
Run it now
- Choose When I click Run now as the starting point, then publish.
- Select the starting point on the canvas to open Trigger settings.
- Select Run now. When it says Run started, select View run.
Run now does real work, such as sending emails. To try it without sending anything, use Test.
Run it on a schedule
- Choose On a schedule as the starting point, then publish.
- Select the starting point to open Trigger settings.
- Under How often, pick Every hour, Every day, Weekdays, Every Monday, On the 1st of every month or Custom schedule.
- Pick the Time. The panel shows your time zone and the next run.
- Select Turn on schedule. After a change, select Update schedule.
You're done when the panel shows "Next run" with the date and time you expect.
Example: a Monday reminder to review your pipeline
Starting point On a schedule, Every Monday at 9:00. One step: Create a task for yourself, "Review open deals and follow up". Every Monday morning the task is waiting in your list.
Start a workflow from another app (advanced)
When another app sends data lets a tool such as Zapier or Make, or your developer, start the workflow, for example when someone buys on your website. You create a private link in Agiled; the other app or your developer does the rest.
- Choose When another app sends data as the starting point, then publish.
- In Trigger settings, select Create webhook URL.
- Copy the URL and the secret straight away. The secret is only shown once.
- Give both to whoever sets up the other app.
For developers: send a POST to the URL with a JSON object body and Content-Type: application/json. Pass the secret as Authorization: Bearer YOUR_SECRET or in the x-workflow-secret header. A missing or wrong secret is rejected. Steps can use the data you send as Webhook data.
This is incoming only. To send Agiled events to another app, see Webhook subscriptions.
Good to know
- To stop a schedule, select Turn off in Trigger settings, or pause the workflow.
- If Agiled was briefly unavailable when a schedule was due, it runs once to catch up, not once for every time it missed.
- A schedule starts the whole workflow at a set time. To pause partway through a run, use Wait for time.
- A request that reaches the URL doesn't mean every step worked. Check the run on the Runs tab.