Setup trigger: What it does and how to use it.
Using Google Sheet Change trigger, triggers to manage automation.
Where is the Setup trigger found?
When you click the View button on any automation.
You’ll open the automations view page. On the top right corner you’ll see the Setup trigger¹ button. This tools will be responsible for settling up schedules, responsible for Loop, importing data from Google Sheets trigger or Webhook.
Types of Triggers
Once you click on the button, you'll see a page with four big boxes. Each box is a type of trigger. The types of triggers are:
Schedule
We will guide you step-by-step on how to set up a Schedule trigger using six different parameters. By the end of this article, you will have a better understanding of how to set up your automation to trigger at certain times. Schedule triggers are a powerful automation tool in TaskMagic! You can set them up to trigger certain actions or updates based on your preferred schedule. For example, you can set up a scheduling trigger to update inventory at the end of each day or automate messages to send on social media every hour. Are you ready to learn how to automate your workflow and make your life easier? Let's get started!
👈 All the information for Schedule here.
Schedule
When we first click the Schedule Trigger, we’ll see the following dropdown. Here we can select how often an automation will trigger itself to run. You can trigger it to run once a week or as often as once per hour. Once we’ve selected our hour, we can Turn on time constraints¹ .(except for 5 minutes) Is we don’t want to Turn on time constraints¹ we can simply continue².
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Hour/Every other hour
Selecting Hour¹ or Every other hour allows you to further customize time constraints to run between certain hours of each day. Simply click the knob next to Turn on time constraints². to enable automation at certain times during the day. If you don’t want to Turn on time constraints². we can simply continue³.
Day/Every other day
Selecting Day¹ or Every other day allows you to designate what time you want to run your automation each day or every other day. You may also select the specific time zone you want your automation to adhere by.
Week
Selecting Week¹ will allow you to run your automation each week. You may choose which time zone to adhere by as well as which day and time you want your automation to run.
Loop
This option will allow you to set variable or to scrape a lot of data. Please read the following information to see how it works.
👈 All the informatiedge deedeeehere.
Loop Through Data
The purpose of a Loop through data trigger is to run your automation using Google Sheet data for a specific amount of data or to scrape a ton of data over and over again. You DON’T need a Google Sheet to loop through data so you can Skip this part if you just want to scape a ton of data. If you want to set up data to loop through you’ll click Setup and the steps are the following.
For example your automation may take data from a Google Sheet to send promotional invites to different emails. You may have it send an email to the first 20 rows of people. You may set a delay before it sends an email to the next 20 rows of people.
Simply login to your Google account and paste the link of the spreadsheet.
Google Sheet URL.
Once you finish the Google setup, you’ll see this page. Here is where we’ll setup from where we want this loop to get the data² from and how many times we want it to loop¹ .
If you didn't setup any data, you’ll see this screen. It only asks you how many times you want to loop¹ through the data.
If you want to setup a Schedule¹ you can set it up here, if you want to skip this just press continue².
Google Sheet Change
In this part, we’ll explain on how to use Google Sheets change as a trigger. Please read the following information to see how it works.
👈 All the information for Google Sheets Trigger here.
Google Sheet Trigger
The purpose of a Google Sheet Change trigger is to run your automation whenever there is a change to your Google sheet data.
Connect Google Sheets
For example you may have your automation send an email to someone by simply added their email to the Google sheet you have linked to your automation.
Simply login to your Google account and select a spreadsheet.
Connect by pasting spreadsheet url instead at the bottom to paste a Google Sheet URL instead.
Configuring trigger….
It may take up to a minute to install the sheet change trigger
Setup Google Sheet Change
Once the page has loaded, it’ll open up the following instructions to connect your google sheet to Apps Script. Read the instructions step by step. You can click on Create A Trigger¹ to go to the Apps Script page. TheAdd Trigger² is just text and we to follow the steps. And the last step is that weSave³ the trigger. Once you’ve finished you can click on Continue⁴.
Once you click on Create a Trigger, it’ll open up to a Apps Script page. In this page look at the bottom right and click on where it says + Add Trigger¹.
Set the event type to On change
If you want user entered actions to be the only actions that cause the trigger to fire then leave this as On edit⁴. On change means if zapier/a person/ any service updates the google sheet row then it will run
Choose which function to run¹.
Choose which deployment should run².
Select from three event sources³. Read bellow to see all the options.
Varies from what you selected on the event source. Read bellow to see all the options⁴.
Configure Failure notification settings⁵.
Add a new notification⁶.
Erase the added new notification⁶.
The options we have for Select even source ³ are.
From spreadsheet: Every time something happens to the google sheet.
The options we have for Select event type⁴ are.
Time-driven: At a specific time.
From calendar: At a specific date.
Confirm and save
Once you clicked the Save¹ button. You’ll see this pop-up. We have to Allow² the connection in order for our app to do its magic.
Once you’ve click Allow¹, you’re all set! You’ll now see the trigger in you Apps Script page.
Webhook
We can also use data by sending a webhook to TaskMagic. Please read the following information to see how it works.
👈 All the information for Webhook here.
Webhook
Webhooks allow you to connect with almost any 3rd party application. With Webhooks you can send information to the automation (same as headers in your google sheet for dynamic data) for it to use while running in place of any variables. A Webhook being sent to TaskMagic (as long as your automation is turned on) will also trigger it to start running immediately with that data.
To use this webhook
1. copy¹ the webhook URL and paste it in the application you wish to integrate with.
2. Trigger the event (the site you integrate with will either manually let you or you should activate the webhook and go do the action that triggers the webhook).
3. Click check for new events² and click the newest one.
4. Confirm the data looks correct and then save! Now you can use any values displayed in the table as a variable in your automation.
Once you’re done, you’ll see this page.
After we set up the trigger, we’re going to see this view page. Two things that we’ll see changed is the Manage loop trigger and the loop slider². The loop slider² is for you to set up the steps you want the data to loop. Let’s say you want the data to loop from step 1 to step 2, you’ll set the slider to those steps. For more information on the Manage loop trigger please read this article: What does “Manage loop trigger” do and how to use it?
And that’s all you need to set this trigger for success.