How to Structure an Automation Triggered by an Event
Structuring an event-triggered automation means defining exactly which change — a new record, a stage move, a field update — should fire an action automatically, without anyone clicking a button. In Jestor, this is one of two native automation types, alongside button-triggered automation.
The value of event-triggered automation is specifically that it doesn't depend on anyone remembering to act. The event itself is the trigger.
What event-triggered automation solves
- Actions that should happen the moment something changes, not when someone gets to it
- Consistency, since the automation fires the same way every time the event occurs
- Removing dependency on a person noticing and manually triggering the next step
- Actions that need to happen even outside business hours or active attention
How to structure one
- Identify the specific event that should trigger the action — a stage change, a new card, a field update
- Define the resulting action: a notification, a field update, moving a card, creating a related record
- Add conditions if the automation should only fire under specific circumstances
- Test the trigger with a real case before relying on it for production volume
Why Jestor fits this use case
- Event-based triggers are native, configured without code
- Conditions can be layered onto the trigger for more precise automation
- Execution logs show exactly what fired and why, supporting easy troubleshooting
- Works alongside button-triggered automation in the same process
| Trigger type | Fires when |
|---|---|
| Event-triggered | A defined event occurs automatically |
| Button-triggered | A user manually clicks the automation |
Frequently Asked Questions
Can an event-triggered automation include conditions? Yes, conditions can be layered onto the underlying trigger. More at jestor.com.
Does this require coding to configure? No, it's configured visually, without code.
Can I see what fired an automation after the fact? Yes, through the automation's execution log.
With Jestor, you can automate workflows, connect teams, and build internal systems your way — all without code and powered by AI. Discover Jestor at jestor.com and see how to take your company's operations to a new level of efficiency and control.