Use a flow without a trigger

Not every sequence hangs off employee data. A training cohort, a one-off announcement with follow-ups, or a flow fed by another system all start better with No trigger or Custom trigger from the Other category.

Before you start

• With No trigger, the only way in is Manual Enroll. The Audience and Advanced tabs are switched off because there is nothing for them to filter.
• Custom trigger marks the automation as fed by an external system. Enrollments arrive through the API or an integration that Pyn sets up with you; the editor shows “This automation is triggered by an external system. Employees are enrolled via API or integration.”

Steps

1. In Pyn, open Flows in the left navigation, then Automations, and select Create New.

2. Choose Other on the left, then No trigger (“Will not trigger automatically. Employees can be manually enrolled.”) or Custom trigger (“Triggered by an external system via custom code or integration.”).

3. The automation opens in Manual mode. On Configure the drawer confirms the choice; with No trigger it also offers a link to configure a trigger for this flow if you change your mind.

4. Add the steps, each scheduled relative to the reference date you will supply at enrollment time.

5. Select Publish. Leave the mode as Manual.

6. Select the mode button, then Manual Enroll, and follow Manually enroll employees.

Tip

Running the same programme every month? Keep one automation with No trigger and upload a fresh spreadsheet each time with that cohort’s reference date. The messages are reused; only the people and the date change.

What you should see

The trigger card reads No Trigger (or Custom Trigger). Nobody is enrolled until you run Manual Enroll, after which each person appears under Enrollments with the reference date you set.

Related

• Manually enroll employees for search, paste and upload.
• Enroll from a spreadsheet for per-row reference dates and custom tokens.
• Trigger catalogue for the Other category.