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Triggers Reference

A trigger is the event that starts a workflow. When creating a workflow, you select one trigger per workflow. Some triggers must be paired with a specific filter — see the Notes column below.

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Trigger When it fires Notes
Create Shipment A new shipment is created. Note for duplicated shipments: When a shipment is created via the Duplicate feature, this trigger is intentionally delayed. The automation is suppressed until the Incomplete Shipment alert on the new shipment is resolved (on first save), then waits for 1 minute of inactivity before firing. Each additional save resets the timer. This ensures the automation runs against the shipment in its final edited state, not the raw duplicate.
Update Shipment A shipment is edited and saved. Also used with the Current Temperature filter.
Shipment Status Updated Shipment status is changed via the check call modal. Required for the Original Status filter and Pickup/Delivery Audit Missing filters.
Add Alert An alert is added to a shipment. Use with the Original Alert filter to specify which alert triggers the workflow.
Remove Alert An alert is resolved on a shipment. Use with the Original Alert filter.
Add Carrier A carrier is added to a shipment that had no prior carrier. Recorded as "Carrier Added."
Update Carrier An existing carrier is replaced with a different one and the shipment is saved. Recorded as "Carrier Updated."
Remove Carrier The carrier is removed and the shipment is saved without a new carrier assigned. Recorded as "Carrier Removed."
Assignment Added A shipment is assigned to a staff member. Works with the "New Assignee" recipient option in the Send Email action.
Attachment Added A document is attached to a shipment. Must be paired with the Attachment Type filter.
Spot Quote Added A spot quote is received via Truckload Quoting or a DFM integration. Does not fire for manually added spot quotes. Fires for Quote Requests from Truckload Quoting and any quote received from a DFM.
Shipment Scheduler A scheduled time — weekly (by day of week) or monthly (by day of month). Runs on a 30-minute interval. Exact timing may vary — an action set for 10:30 may run at 10:39 or later.
Carrier Check Call Response A carrier submits an update via the TMS Check Call functionality. Use with the "Assign Carrier Check Call Activity" action to route the activity log to a staff member.