What triggers can start a playbook (Manual, Schedule, Webhook)?
TL;DR: Playbooks start via three trigger types: Manual (click Run), Schedule (cron-based recurring runs), and Webhook (external events via HTTP). Configure triggers in the playbook's Trigger panel. First-party integrations like Freshdesk can also trigger playbooks from external events.
Who this is for
Builders configuring how and when playbooks run automatically.
What is a Manual trigger?
The default. A user opens the playbook and clicks Run. Use Manual for on-demand workflows and testing.
What is a Schedule trigger?
Runs the playbook on a recurring cron schedule — hourly, daily, weekly, or custom. Configure in the playbook's Trigger panel or manage all schedules from Schedules in the sidebar.
What is a Webhook trigger?
Generates a unique HTTP endpoint. External systems POST to this URL to start a run — useful for integrating with services that support outbound webhooks. For provider-specific admin steps (Salesforce, Zendesk, ServiceNow, Genesys, HubSpot), see How do I connect CRM and support tools? and How do I trigger and react to playbooks with webhooks?.
Can integrations trigger playbooks?
Yes. First-party integrations like Freshdesk can trigger playbooks when tickets are created or updated. Configure provider-specific triggers in the playbook's Trigger panel.
Which trigger should I use?
| Scenario | Trigger |
|---|---|
| Testing and ad-hoc runs | Manual |
| Daily reports, periodic syncs | Schedule |
| React to external events | Webhook or integration trigger |