Automations
Triggers
Build automated workflows and business logic.
Triggers define the events that start an automation. Kantos supports six trigger types covering record changes, scheduled runs, and external webhooks.
Available Triggers
| Trigger | Description | Use Case |
|---|---|---|
| Record Created | Fires when a new record is created in an object | Welcome emails, assignment notifications |
| Record Updated | Fires when any field in a record changes | Status change notifications, data sync |
| Field Changed | Fires when a specific field changes value | Deal stage progression, lead scoring |
| Record Deleted | Fires when a record is deleted | Cleanup tasks, audit logging |
| Schedule | Fires on a recurring schedule | Daily reports, reminder emails |
| Webhook Received | Fires when an external webhook is received | Third-party integrations |
Record Created
The most common trigger type. Fires immediately when a new record is added to the selected object—whether created manually, via import, through the API, or from Smart Intake.
{
"trigger": {
"event": "record.created",
"object": "obj_def_leads"
}
}Record Updated
Fires whenever any field on a record changes. Combine with conditions to react to specific field changes.
Watch for Loops
If your automation updates the same record that triggered it, it will fire again. Use conditions to check the previous value or a flag field to prevent re-triggering.
Field Changed
A more targeted version of Record Updated. Only fires when a specific field changes, reducing noise and unnecessary executions.
{
"trigger": {
"event": "field.changed",
"object": "obj_def_deals",
"field": "stage"
}
}Schedule
Runs on a recurring schedule. Useful for batch operations like sending daily digests, weekly reports, or checking for stale records.
{
"trigger": {
"event": "schedule",
"cron": "0 9 * * 1",
"timezone": "America/New_York"
}
}Webhook Received
Fires when an external system sends data to your Kantos webhook URL. Each automation with a webhook trigger gets a unique URL that external services can POST to.
See Webhooks for detailed configuration and examples.
Next Steps
- Conditions — Add filters to your triggers
- Actions — Define what happens when triggered
- Automations Overview — Learn the basics