Connecting systems · Lesson 4 of 5

Put it on autopilot: triggers

Run a rule on a schedule, or when a file arrives, without anyone pressing Play.

The comic

  1. Panel 1 of 4.

    Autopilot

    Murphy says: A trigger runs a rule for you. Open “Triggers” and choose “New Trigger”. Give it a name and choose the rule.
  2. Panel 2 of 4.
    Murphy says: Pick a “Trigger Source”. “Schedule” runs it hourly, daily, weekly or monthly, at the time you choose, and a preview shows when.
  3. Panel 3 of 4.
    Murphy says: Or run it when a file arrives: in your organisation's “SFTP Inbox” (a secure folder Morph hosts for you), or in a OneDrive or SharePoint folder you choose, once Microsoft 365 is connected.
  4. Panel 4 of 4.
    Murphy says: Triggers run on Morph's servers, so nobody needs to be logged in. The rule must be “Active”, and every run lands in the activity feed.

Schedules need a paid plan: Starter runs at most daily; Pro, Team and Business hourly; Enterprise down to every minute. The SFTP Inbox is on Team and above. On the Free plan you run rules yourself.

Try it in Morph

  1. Open “Triggers” and choose “New Trigger”.
  2. Name it, choose the rule, and pick a “Trigger Source”.
  3. Set the “Frequency” and “Time”, then “Create Trigger”.

You'll be asked to sign in first. The free plan needs no card.

Open Triggers

Quick check

2 quick questions. No marks, no pressure: pick an answer and Murphy will tell you how you did.

1. Does someone need to be logged in for a scheduled trigger to run?
2. Your trigger never fires. What's the likeliest reason?

Try it in Morph, free

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Free plan · no credit card · first clean run in minutes