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6.2 Setting Up Triggers ​

You now understand what triggers are and the different types available. In this section, we'll walk through the exact steps to configure each trigger type using the visual interface.

Opening the Trigger Setup ​

Every trigger starts the same way. Let's walk through accessing the trigger configuration interface.

Step 1: Navigate to Your Taible ​

Open the taible where you want to add a trigger:

  1. Go to your taibles list
  2. Click on the taible you want to work with
  3. The taible opens showing your data grid

You'll see your taible with:

  • Column headers across the top
  • Your data rows
  • Action buttons in the toolbar

Step 2: Click "Add Trigger" ​

In the toolbar at the top, locate and click the "Add Trigger" button.

Tip: Click "Add Trigger" to open the trigger selection window and start configuring your automation.

Step 3: Choose Your Trigger Type ​

A trigger selection window appears showing all available trigger types organized by category.

Add Trigger

Choose a service to automatically create rows when events occur

Categories

What you see:

Left side - Categories:

  • All - Shows all available triggers
  • Automation - Time-based and scheduled triggers
  • Communication - Email and messaging triggers
  • Development - Webhooks and API triggers
  • And more categories with trigger counts

Right side - Trigger selection:

  • Search bar to filter triggers by name
  • List of available triggers with:
    • Icon and name
    • Brief description
    • Implementation status badge
    • Token cost (if applicable)

How to select:

  1. Browse by category or use the search bar
  2. Click on the trigger type you want to configure
  3. The selection window closes
  4. A configuration sidebar opens on the right

Configuring a Webhook Trigger ​

Best for: Form submissions, external system events, integrating with other tools

The Configuration Sidebar ​

After selecting a webhook trigger, the configuration sidebar opens on the right side:

📝
Typeform Trigger

Automatically creates a new row whenever someone submits your Typeform. The form response data will be written to the column you specify below.

⚠️
Token Cost: Each trigger event consumes API tokens based on the data size

What you see:

  • Header: Trigger name field with trigger type badge
  • Content: Description and configuration fields
  • Footer: "Add Trigger" button

Configuring the Webhook ​

1. Give Your Trigger a Name ​

Field: Trigger Name (at the top)

What to enter: A descriptive name that explains what this trigger does

Examples:

  • "Contact Form Submissions"
  • "Typeform Survey Responses"
  • "Website Lead Capture"
  • "Order Notifications"

Why it matters: When you have multiple triggers, clear names help you identify what each one does at a glance.

2. Configure the Webhook Label ​

The webhook label determines the URL where external systems will send data.

Field: "What name should this listen to?"

What to enter: A unique identifier for this webhook

Example: contact-form or typeform-leads

The system shows you the complete URL:

Call this url: https://app.uniki.ai/api/v1/receive/[your-org]/webhook/contact-form

What to do with this URL:

  1. Copy the complete URL
  2. Go to the external system (like Typeform, your website form, etc.)
  3. Find where to configure webhook or notification URL
  4. Paste this URL there

Now whenever someone submits that form or triggers that event, a new row will be created in your taible.

3. Set Up Payload Matching (Optional) ​

You can configure the webhook to only create rows when specific conditions are met in the incoming data.

Section: "What elements in the webhook payload should be matched?"

Why use this: If your webhook receives different types of events, you can filter to only process the ones you care about.

How to configure:

Payload Matching Rules

Path in Payload
What should this be?

Example: If you set path to form_type and value to contact, only webhooks with form_type: "contact" will create rows.

  1. Click "Add" to create a matching rule
  2. Path in Payload: Enter the field name in the incoming data (e.g., form_type)
  3. What should this be: Enter the expected value (e.g., contact)
  4. Add more rules if needed
  5. Toggle "Require all tests to match" if all conditions must be true

Example:

  • Path: form_type
  • Value: contact
  • Result: Only creates rows when incoming data has form_type equal to contact

4. Set Up Data Transformations (Optional) ​

You can copy specific fields from the incoming webhook data to your taible columns.

Section: "What elements in the webhook payload should be copied?"

How to configure:

  1. Click "Add" to create a transformation rule
  2. Path in Payload: The field name in incoming data (e.g., customer_email)
  3. Where to copy to: The column reference in your taible (e.g., [Email Column])
  4. Add more transformations as needed

This automatically extracts data from the webhook and populates your taible columns.

5. Save the Trigger ​

Once you've configured everything:

  1. Review your settings
  2. Click the "Add Trigger" button at the bottom
  3. The sidebar closes
  4. Your trigger is now active and listening!

Success!

  • The webhook URL is now live and accepting data
  • When external systems send data to this URL, new rows will be created automatically
  • You can see your trigger in the triggers list

Testing Your Webhook ​

Before going live, test that everything works:

Option 1: Use the external system's test feature

  • Many platforms have a "Test webhook" button
  • Click it to send sample data
  • Check if a new row appears in your taible

Option 2: Submit a real form/event

  • If it's a form, fill it out and submit
  • If it's an event, trigger it manually
  • Watch for the new row to appear

Successful test:

  • ✅ New row appears in your taible
  • ✅ Data appears in the correct columns
  • ✅ Any dependent columns start processing

Configuring a Scheduled Trigger ​

Best for: Daily reports, periodic data syncs, time-based automations

The Configuration Sidebar ​

After selecting a scheduled trigger (like Cron), the configuration sidebar opens:

Scheduled Trigger

Automatically creates a new row at specified time intervals. Perfect for daily reports, periodic data collection, and recurring tasks.


Next run: Tomorrow at 08:00 AM EST

Configuring the Schedule ​

1. Give Your Trigger a Name ​

Examples:

  • "Daily Sales Report - 8 AM"
  • "Hourly Data Sync"
  • "Weekly Summary - Monday 9 AM"
  • "Monthly Invoice Generation"

Tip: Include the timing in the name so you can quickly see when it runs.

2. Configure the Schedule ​

The configuration editor will show fields specific to scheduled triggers. Common options include:

Schedule Type Options:

Every Hour

  • Triggers once per hour at the top of the hour
  • Use for: Frequent data updates, regular polling

Every Day

  • Select the time (hour and minute)
  • Triggers once per day at that time
  • Use for: Daily reports, nightly processing

Every Week

  • Select day of the week
  • Select time
  • Triggers once per week on that day/time
  • Use for: Weekly summaries, recurring reports

Every Month

  • Select day of the month (1-31)
  • Select time
  • Triggers once per month on that date
  • Use for: Monthly invoicing, subscription processing

Custom Cron Expression

  • For advanced users
  • Enter a cron expression for precise scheduling
  • Example: 0 8 * * * (every day at 8 AM)

3. Set the Timezone ​

Important: Make sure to select your timezone so the schedule matches your local time.

The system will show you:

  • When the trigger will run next
  • Confirm this matches your expectations before saving

4. Save the Trigger ​

Click "Add Trigger" to activate the scheduled trigger.

What happens:

  • The trigger is scheduled
  • It will fire automatically at the specified time
  • Each time it fires, a new row is created in your taible
  • Dependent columns will process for each new row

Testing Scheduled Triggers ​

The challenge: You don't want to wait hours or days to test.

Solution: Manual trigger

Triggers (3)

Manage automatic row creation

📝

Contact Form Submissions

Active

Typeform • Last event: 2 minutes ago

▼
Form: Contact Form
Column: form_data
✉️

Support Email Monitor

Active

Gmail • Last event: 1 hour ago

▶
🛍️

New Shopify Orders

Warning

Shopify • Last event: 3 days ago

▶
  1. Click the "Triggers" button in the toolbar (shows the count)
  2. The triggers sidebar opens showing all your triggers
  3. Find your scheduled trigger
  4. Expand the trigger card
  5. Configuration options appear
  6. Make changes if needed and click "Save Changes"

Note: To test without waiting for the schedule, you can temporarily create a test trigger that runs more frequently, verify it works, then delete it and create your production schedule.

Configuring Service-Specific Triggers ​

Best for: Pre-built integrations with popular platforms (Shopify, Salesforce, Google services, etc.)

The Configuration Process ​

Service-specific triggers often have multiple event types you can choose from.

=�
Shopify Trigger

Automatically creates rows when events occur in your Shopify store. Select which type of event you want to monitor below.

Webhook URL (configure in Shopify Admin):

https://app.uniki.ai/api/v1/webhook/org123/shopify-orders

Copy this URL and add it in: Shopify Admin � Settings � Notifications � Webhooks

Example: Shopify Trigger ​

1. Give Your Trigger a Name ​

Examples:

  • "Shopify New Orders"
  • "Shopify Order Fulfillment"
  • "Shopify Product Updates"

2. Select the Event Type ​

For service-specific triggers, you'll see a dropdown to select which event you want to monitor:

Field: "Select Event Type"

Common options for Shopify:

  • Orders Created - When a new order is placed
  • Orders Paid - When payment is processed
  • Orders Fulfilled - When order is shipped
  • Orders Cancelled - When an order is cancelled
  • Products Created - When a new product is added
  • Customers Created - When a new customer signs up

Select the event that matches what you want to automate.

3. Additional Configuration ​

Depending on the trigger type, you may see additional configuration fields:

  • Authentication credentials (if needed)
  • Filters to limit which events create rows
  • Data mapping options
  • Webhook URL (auto-generated)

The system provides:

  • Clear labels for each field
  • Descriptions of what each option does
  • Default values where appropriate

4. Webhook URL Setup ​

The system generates a webhook URL for you. For many services, you'll need to:

  1. Copy the webhook URL shown
  2. Log into the external service (Shopify, etc.)
  3. Find the webhooks or notifications settings
  4. Add a new webhook with this URL
  5. Select the event type to match your configuration

Example for Shopify:

  1. Shopify Admin → Settings → Notifications → Webhooks
  2. Click "Create webhook"
  3. Select the event (e.g., "Order creation")
  4. Paste the webhook URL
  5. Format: JSON
  6. Save

Now Shopify will send data to your taible whenever that event occurs.

5. Save the Trigger ​

Click "Add Trigger" to activate the service-specific trigger.

Managing Your Triggers ​

After creating triggers, you'll want to monitor and manage them.

Viewing All Triggers ​

Click the "Triggers" button in the toolbar (shows the count) to open the triggers sidebar.

Triggers (3)

Manage automatic row creation

📝

Contact Form Submissions

Active

Typeform • Last event: 2 minutes ago

▼
Form: Contact Form
Column: form_data
✉️

Support Email Monitor

Active

Gmail • Last event: 1 hour ago

▶
🛍️

New Shopify Orders

Warning

Shopify • Last event: 3 days ago

▶

What you see:

For each trigger:

  • Trigger name and icon
  • Trigger type (Webhook, Scheduled, etc.)
  • Expand/collapse button to see details

When expanded:

  • Name field (editable)
  • Configuration editor (editable)
  • "Save Changes" button (saves modifications)
  • "Remove" button (deletes the trigger)

Editing a Trigger ​

  1. Open the triggers sidebar
  2. Find the trigger you want to edit
  3. Click to expand the trigger card
  4. Modify the name or configuration fields
  5. Click "Save Changes"

The trigger updates immediately with your new settings.

Deleting a Trigger ​

  1. Open the triggers sidebar
  2. Find the trigger you want to remove
  3. Expand the trigger card
  4. Click the "Remove" button (red, with trash icon)
  5. Confirm the deletion

Important:

  • Deleting a trigger stops it from creating new rows
  • Existing rows created by the trigger remain in your taible
  • This action cannot be undone

Troubleshooting Triggers ​

Issue: "No rows being created" ​

Symptoms: Trigger shows in the list but no rows appear

Steps to diagnose:

For Webhooks:

  1. Check that the external system is sending data to the correct URL
  2. Verify the webhook URL is exactly as shown (including organization ID)
  3. Check if payload matching rules are too restrictive
  4. Look for errors in the trigger configuration

For Scheduled:

  1. Verify the next run time hasn't occurred yet
  2. Check the timezone is set correctly
  3. Confirm the schedule settings are as expected

Common fixes:

  • Double-check the webhook URL configuration in external systems
  • Relax or remove payload matching filters temporarily to test
  • Verify authentication credentials if required

Issue: "Too many rows being created" ​

Symptoms: Rows flooding in unexpectedly

Causes:

  • Webhook receiving more events than expected
  • No payload filtering on broad webhooks
  • Scheduled trigger running more frequently than intended

Solutions:

  • Add payload matching rules to filter events
  • Check external system webhook configuration
  • Adjust schedule frequency
  • Pause the trigger while investigating

Issue: "Trigger not appearing in list" ​

Symptoms: Created a trigger but don't see it

Solutions:

  1. Refresh the page
  2. Open the triggers sidebar again
  3. Check if the "Add Trigger" action completed (look for confirmation)
  4. Try creating the trigger again

Best Practices for Triggers ​

✅ Do This ​

1. Use Clear, Descriptive Names

  • Include the source and purpose
  • "Website Contact Form" not "Webhook 1"
  • Makes management much easier

2. Test Before Going Live

  • Always test with sample data first
  • Verify rows are created correctly
  • Check dependent columns process as expected

3. Use Payload Filtering

  • Prevents unwanted rows
  • Keeps your data clean
  • Reduces processing costs

4. Document Your Setup

  • Note where webhook URLs are configured
  • Keep track of which external systems connect here
  • Helps team members understand the setup

5. Monitor Initially

  • Watch the first few hours or days
  • Check for unexpected behavior
  • Adjust configuration if needed

❌ Avoid This ​

1. Don't Skip Testing

  • Don't assume it works without verifying
  • Always send test data first

2. Don't Leave Broken Triggers Active

  • If a trigger isn't working, fix it or delete it
  • Broken triggers can cause confusion

3. Don't Share Webhook URLs Publicly

  • Keep URLs private
  • Anyone with the URL can send data to your taible
  • Use payload matching for additional security

4. Don't Forget Timezones

  • Always set the correct timezone for scheduled triggers
  • Otherwise your "8 AM" trigger might run at 2 AM

Summary: Trigger Setup Complete ​

You now know how to:

✅ Open the trigger setup interface

  • Navigate to your taible
  • Click "Add Trigger"
  • Select trigger type

✅ Configure webhook triggers

  • Set webhook label and get URL
  • Configure payload matching
  • Set up data transformations
  • Test with external systems

✅ Configure scheduled triggers

  • Set trigger name and schedule
  • Choose frequency (hourly, daily, weekly, monthly)
  • Set timezone correctly
  • Understand next run time

✅ Configure service-specific triggers

  • Select event types
  • Configure service-specific options
  • Set up webhook URLs in external services

✅ Manage triggers

  • View all triggers in sidebar
  • Edit trigger names and configuration
  • Delete triggers when no longer needed
  • Troubleshoot common issues

Next Steps ​

You've mastered trigger setup! Section 6.3 will show you:

  • Complete end-to-end trigger examples
  • Real-world automation workflows
  • Combining triggers with columns for powerful automations
  • Advanced patterns and best practices
  • Production deployment strategies

Let's see triggers in action with real examples!

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