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This article shows you different ways to create a workflow trigger in a project.

Create a Workflow Trigger in a Project (Overview)

This article helps you understand how to create a workflow trigger for files in a project.

Create a Workflow Trigger for Files in a Project

This article helps you understand how to create a workflow trigger for placeholders in a project.

Create a Workflow Trigger for Placeholders in a Project

This article helps you understand how to create a workflow trigger for forms in a project.

Create a Workflow Trigger for Forms in a Project

This article helps you understand how to create a workflow trigger for custom objects in a project.

Create a Workflow Trigger for Custom Objects in a Project

Create a Workflow Trigger in a Project

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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