# Workflow Triggers

In simple words the basic purpose of this entity is to automate the processes, be it the billing process or the reminder process or delayed charge process. A workflow trigger record must be created for each automation process. 

### How to create a Workflow Trigger record:

* Navigate to **Subscription and Recurring Billing Management App --> Workflow Triggers --> Click on the ‘New’ button.**
* Fill in the values as shown below and create the Workflow trigger record.
  * **Workflow Trigger Name:** The name of the workflow trigger record. 
  * **Description:** Details to explain the purpose of this Workflow Trigger. 
  * **Poll Interval:** Set the polling duration for the automation be it X Day(s), X Week(s), X Month (s) or X Year(s). 
  * **Interval:** This field goes in conjunction with the field **Poll Interval** where the **X** in the option selected is the value set in the Interval. 
  * **Workflow Options:** Select the option based on what you want to automate. The options available for this field and their purpose are as below:
    * **Auto Generate Document:** To automate the billing process of generating the Invoices/Orders from Subscription Schedule. 
    * **Auto Generate Reminder:** To automate the process of generating a reminder to notify your Invoice/Order due. 
    * **Auto Generate Delayed Charge:** To automate the process of levying penalty charge past invoice due. 
    * **Auto Generate Renewal Reminder:** To automate the process of generating a reminder to notify customers and owner of subscription schedule about subscription renewal.
    * **Other:** To automate any process using custom workflow. By selecting this option, a lookup field named **'Workflow'** pointing to the Process entity shows up from where you can select your own active process. But the process has to be created on the Workflow Trigger entity itself.
  * **Workflow Start Time:** The preferred date and time from when you want to start the process to automate the respective process.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FfTrUMrgc3fvktNgZGBB2%2Fworkflow%20triggers.png?alt=media&#x26;token=17eaa96f-7677-42d7-b3d5-d5e2a2812f18" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
**Note: Select the workflow that has been created for the entity 'Workflow Trigger' only.**
{% endhint %}

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-Mb-PF5nudkCiYtdb4Xf%2F-Mb-RWQ6uDgBaYUO4tqZ%2FWork%20Trig_1.png?alt=media\&token=1d121ec5-1672-4f33-8af6-10aded3d67d7)

![](https://272130504-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M0QoyqUVI8_HaZ9FOSL%2F-Mb-PF5nudkCiYtdb4Xf%2F-Mb-RbWSnodbWtCAbrlh%2FWork%20Trig_2.png?alt=media\&token=dd492f81-f24d-4890-b294-f2b7f520ff5a)

{% hint style="success" %}
For further queries, reach out to us at <crm@inogic.com>
{% endhint %}