A trigger is an automation that watches the credit process in real time and reacts on its own whenever a previously defined business condition is met. It exists so that standardized actions — moving a process to the next phase, flagging a visual label, sending a message, or notifying a responsible person — happen consistently, without depending on someone on the team remembering to carry them out manually at the right moment. While a phase organizes the "where" of the process along the pipeline, the trigger takes care of "when to act," watching for events such as a field being filled in, an approval being completed, or a status changing.This automatic watchfulness is what turns business rules into real system behavior. As soon as a client's documentation is validated, for example, a trigger can automatically move the process into the analysis phase, eliminating the gap in which it would otherwise sit idle waiting for someone to notice it was ready to move forward. Likewise, when a risk condition is identified, a trigger can apply a visual label that immediately draws the team's attention, without requiring anyone to manually review the process to discover it. Each trigger reacts to one specific event and carries out one specific action, and several triggers can work together throughout the same process, forming a network of automations that sustains the operation from start to finish.The business value of triggers lies in consistency and the reduction of repetitive work. Operational teams no longer depend on memory or individual discipline for standardized steps to happen — the same rule is applied the same way to every process that meets the condition, every single time, at any hour. This reduces human error, speeds up the credit pipeline, and frees the team to focus on decisions that genuinely require judgment, while the system takes care of ensuring that the predictable happens exactly as planned.Simplified example#
{
"type": "save-phase-fields",
"actions": [
{
"type": "set-labels",
"params": {
"mode": "overwrite",
"labels": ["Under Review"]
}
}
]
}
Modificado em 2026-07-28 20:38:32
