Triggers are created at Connector level. Go to the ‘Triggers’ tab, and click the ‘Add Trigger’ button.
Step 1 – Name the Trigger
Give the trigger a descriptive name according to what the Trigger does, and click ‘Create’. You will be redirected to the Edit Trigger page, and presented with the following fields:
- Method
- Identifier Key
- Human Readable Key
Step 2 – Select the Method
In the Method field, choose the Method that you wish to use in the lookup. You will be presented with a drop down list of all your created methods. You can utilize the provided search bar to find the method you want to use for the trigger.
Step 3- Set the Identifier Key
Next, set an Identifier Key for the Trigger. The identifier key is the key that contains the data that you want. This needs to be identical to the data field in the server, i.e. in the same format as in the Connector Field in the Response Format of your Method.
For example, if you require a Contact ID, this would be the connector field which maps the Contact ID, “[data].id”.
Step 4 – Determine a Human Readable Key for the Trigger
The Human Readable Key is a label that will be attached to each identifier for additional information, which is especially useful if the piece of data is not easily distinguishable. This also needs to be entered in the same format as the Identifier Key.
To follow the Contact ID example, picking one ID from a list can be difficult as they are often long, random strings. With the Human Readable Key, you can attach a piece of data with each identifier to make it more recognizable.
For example, a contact’s last name is more recognizable than their Contact ID. Therefore, if you wanted to label the IDs with the Contact’s last name, you could set your human-identified key to “[data].last_name”.
Once you’re happy with your Trigger’s settings, click Save. You can add as many triggers as needed.
