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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.

Trigger When it fires Notes
Create Shipment A new shipment is created.  
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/Update Carrier

  • A carrier is added to a shipment that had no prior carrier.

  • An existing carrier is replaced with a different one and the shipment is saved.

Recorded as "Carrier Added."

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.
  Driver Tracking Canceled Driver tracking on the shipment is canceled — the driver closes or cancels the tracking app, or the tracking session is stopped by whoever started it. Only the transition into a canceled state fires the workflow. The triggering shipment is passed to the filters and actions that follow. Use it to react the moment tracking coverage is lost.
  Shipment Action Log A matching Action Log entry is recorded on a shipment — then, after a delay you set, the automation runs. Choose an Action Log Entry Type and set Run After in hours and minutes. The run is scheduled the moment the entry is recorded and executes when the delay expires. Filters are evaluated when the run executes, not when the entry was recorded 
  Shipment Stop Alert Added   A stop-level alert is added to a   shipment stop.  Separate from the shipment-level Shipment Alert Added trigger. Carries the triggering stop, the next stop, and the active stop, so the filters and actions that follow can act on the correct stop. Stop Type Filter, Add/Resolve Shipment Stop Alert, and Advance to Next Stop are only available as steps when this trigger (or Shipment Stop Alert Resolved) is selected. 
  Shipment Stop Alert                    Resolved   A stop-level alert on a   shipment stop is resolved.  Separate from the shipment-level Shipment Alert Resolved trigger. Same stop context as Shipment Stop Alert Added. When paired with a Resolved Stop Alert Filter, the filter evaluates every alert currently resolved on the stop, not just the one that triggered the workflow. 

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