Choose a trigger

The trigger decides when an automation runs, who it runs for and what date the steps are scheduled against. Pick it by the moment you are designing for: a date in the employee record, a change in the org chart, a form someone submits, a property value or a timetable.

Before you start

Decide what the reference date should be. Steps are scheduled relative to it, so “3 days after” means 3 days after the start date for a start-date trigger, but 3 days after the day the trigger fired for a Buddy Assigned or Group Change trigger.
If the automation already has enrollments, changing the trigger does not touch them. They keep their reference date and version.

Which family to pick

You want the flow to start when…	Family	Trigger
Someone appears in the HRIS with a future start date	Employee Lifecycle	Will be joining
The start date is approaching	Employee Lifecycle	Pre-onboarding (fires any day in the week before, through the start date)
Someone starts	Employee Lifecycle	Start of Onboarding
A termination date is set and approaching	Employee Lifecycle	Off-boarding (the day before)
A work anniversary comes round	Dates and Schedules	Upcoming Anniversary, Upcoming Milestone Anniversary
A birthday comes round	Template catalogue	Birthday celebration or Birthday opt-in (see the note below)
The same day each week, month or year	Dates and Schedules	Recurring Trigger
A buddy is nominated	Team and Org Changes	Buddy Assigned
Someone gets their first direct report	Team and Org Changes	Promoted to Manager
Someone’s manager changes	Team and Org Changes	Change of Manager
Someone joins or leaves a group you choose	Team and Org Changes	Group Change
Someone’s country changes	Team and Org Changes	Change of Location
Someone is matched to their Slack account	Team and Org Changes	Connected to Slack
A published form is submitted	Form Submission	the form
A date property such as Probation End Date is reached, or a text or yes/no property matches a value	Employee Properties	the property
You will enrol people yourself	Other	No trigger
An external system enrols people	Other	Custom trigger

Steps

In Pyn, open Flows in the left navigation, then Automations, and select the automation. For a new automation, select Create New; the picker opens straight away.
On an existing automation, select the trigger card at the top of the canvas to open the trigger drawer, then open the … menu in the drawer header and select Change Trigger.

Select Trigger lists the categories on the left and each category's triggers with a one-line description.
Select a category on the left of Select Trigger. Each row shows the trigger’s name and a one-line description. A greyed row cannot be selected: the Leave Based, Sales Enablement and Support Enablement categories carry the banner “Some triggers are only available with the associated integration and plan”, and every trigger in them is inactive.
Select the trigger. For Form Submission, choose the form from the list that reads No selection, then select Done. For Employee Properties, choose the property, type the value to match for a text property, and select Done.
The drawer’s Configure tab now shows the trigger’s settings. Follow the guide for its family: date trigger, recurring trigger, group change, team change, form submission, employee property or no trigger.
Select Publish so the new trigger is the one Pyn evaluates.

What you should see

The trigger card at the top of the canvas shows the trigger’s emoji and name. For a date trigger it also shows the offset and recurrence, for example the day of just once, or 1 week before every year.

Trigger catalogue for every trigger with its defaults.
Configure a date trigger for offsets and recurrence.
Configure a team change trigger for buddy, manager, location and Slack triggers.
Trigger a flow from a form submission for forms.