When Records Imported

The When records imported trigger is activated once a data import (e.g., from Excel) is completed. It allows you to trigger workflows based on the import of records into a specified table.

Configuration Options

Choose Table

• Select the table where you want to monitor the import of records.

Run As

• Define the context under which the trigger will run:
  • Run under Me (Current User): The action will run under your user rights.
  • Run under Logged-in User: The action will run in context of the user, which started the action. 
  • Run under API Token: Best solution. Most secure in case you choose a Shared API token!

Once the data import is finished for that table, the trigger will automatically activate and run the associated workflow.

Use Case Examples

• Automatically send a notification when new customer records are imported.
• Run a validation process after importing a batch of product data.
• Trigger a follow-up action after importing a list of new leads into the CRM.

This trigger helps automate post-import actions, ensuring that workflows are seamlessly initiated once new records are brought into the system.