Step types

Every step in Components, by group. A later step reads a step’s output as {{ ctx.steps['Step name'].field }}: see Data and expressions.

Workflow steps: the Components panel, a Condition and a Slack step added to New starter setup, and their output in a test run (1:27).

Branching steps have one dot per branch along the bottom: drag from the branch you want. End every path with Finish Workflow.

Flow Control

Step	What it does	Fill in	Output
Trigger	Starts the run. See Workflow triggers.	Triggers	`triggered_at`
Finish Workflow	Ends the path with the run’s result.	Outcome, Comment	`outcome`, `comment`
Condition	Follows the first branch whose expression is true.	Conditions, Default Branch, Condition Language	`condition_label`, `matched_condition`
For Loop	Runs its Body once per item in a list.	Expression, Variable Name	`items`, `currentIndex`
End For Loop	Ends a loop pass.
Delay	Pauses the run.	Duration, Time Unit	`duration`, `unit`
Wait Until	Pauses until a date and time.	Date and Time	`completed`, `targetDate`, `timezone`
Await Webhook	Waits for a call to a Create Webhook URL. Branches Continued or Timed Out.	Webhook ID, Timeout Override (seconds)	`body`, `headers`, `method`, `params`, `timedOut`
Break For Loop	Leaves the loop for On Completion.		`message`, `action`
Check If Integrated	Branches Yes or No on whether an integration is set up.	Integration Type	`integrated`
Create Webhook	Makes a one-off callback URL.	Expires In (seconds), Response Body, Max Uses	`webhookUrl`, `webhookId`, `expiresAt`

Condition

Add a Condition per branch, each with an expression and a Label. Triggr tries them top to bottom and follows the first that’s true, otherwise the Default Branch.

With Condition Language Javascript, write ctx. paths without braces: ctx.params.department === 'Finance'. The default, Triggr Lang, drops ctx. and needs double quotes: params.department == "Finance". In a run, condition_label shows the branch taken, or Default when no condition matched:

For Loop

Expression is JavaScript that returns a list, such as ctx.params.licences. The body reads the current item as ctx.<Variable Name>: {{ ctx.licence }}, or {{ ctx.user.mail }} for a list of objects.

The For each licence step: Expression ctx.params.licences, Variable Name licence, and Subflow Configuration notes about the Body and On Completion handles and the End For Loop node.

Body (left dot) runs the steps to repeat, ending with End For Loop; On Completion (right dot) runs after the last item.

The canvas: both branches of Is Finance? lead to For each licence, whose left branch runs Licence note then End For Loop, and whose right branch runs Run child then Finish Workflow.

Items run one at a time, and an empty list goes straight to On Completion. In the body, ctx.steps['Name'] holds a step’s latest pass: until the step runs again, it still holds the previous pass’s output. To keep every pass, see Collect results in a loop. Here Licence note returns 'Assign ' + ctx.licence + ' to ' + ctx.details.upn; its second pass:

The second Licence note step in a run: Status success, Type code, and Output with line Assign Teams to sam.taylor@acme.com.

Delay and Wait Until

Delay waits a fixed Duration.

The Delay step with Duration 10 and Time Unit Minutes.

Wait Until takes YYYY-MM-DDTHH:MM:SS and a time zone. A YYYY-MM-DD value from a webhook or Manual Trigger works as shown: {{ ctx.params.startDate }}T09:00:00 Europe/London. A form’s Date field sends a timestamp instead, so use the day from a Code step (recipe): {{ ctx.steps['Prepare details'].startDay }}T09:00:00 Europe/London.

The Wait Until step with Date and Time set to a template of ctx.params.startDate followed by T09:00:00 Europe, and the format hint.

Trigger Workflow

Trigger Workflow (Triggr) starts another workflow, which reads Parameters as ctx.params. The client isn’t inherited: pass {{ ctx.client.id }} and add Set Client By ID there.

Without Await Completion: this run carries on at once. Output: triggeredWorkflowExecutionId, workflowName.
With it: this step waits for the other workflow, however long. Output: status (completed or failed), finishNodeOutput.outcome and finishNodeOutput.comment, so return values in that workflow’s Finish Workflow Comment.

The Run child step's Output in a run: status completed, completedAt, workflowName, finishNodeOutput with the child's comment and outcome success, and triggeredWorkflowExecutionId.

A failed child doesn’t fail this run: check ctx.steps['Run child'].status === 'completed' with a Condition before reading finishNodeOutput.

Finish Workflow

Set Outcome to Success to complete the run, or Fail to mark it Failed. Comment goes back to an awaiting workflow or a webhook caller with ?await=true.

The Finish Workflow step in a run: Status success and Output with comment Sam Taylor starts 02/11/2026 with E3, Teams. Branch: Finance. Child: Hello Sam Taylor: E3 first. Notes: Dell 5440 laptop, and outcome success.

Approval

Step	What it does	Fill in	Output
Human In The Loop	Asks a person or group to approve; carries on either way.	Approval Type, To or User Group, Subject, Body	`approved`, `approvedByUserEmail`, `rejectionReason`
Approval With Logging	The same, logged to the run’s PSA ticket. Branches Approved or Rejected.	As above, plus Log pending approval, Log on approved, Log on rejected	As above
Determine Approval Type	Branches Internal, External or None for the client.	Client ID, Default Approval Type, Client Overrides	`approvalType`, `source`, `clientId`
Manual Step	Adds a task to Manual Steps and waits for it.	Title, Instructions, Form (Optional)	`manualStepId`, `completed`, `submission`

See Approvals and manual steps.

Client

Microsoft, PSA and On Prem steps act on the run’s client, ctx.client. Set one first when the trigger doesn’t.

Step	What it does	Fill in	Output
Set Client	Sets one fixed client.	Client	`clientId`, `metadata`
Set Client By ID	Sets the client from an ID.	Client ID	`clientId`, `metadata`
Set Client From Form	Matches the submitter’s Microsoft tenant, or `microsoftTenantId` in the input, to a client’s `microsoftTenantId`. A `tenantId` in the input is read as a client’s ID.		`client`, `metadata`, `tenantIdSource`

To change a client variable, use Set Client Variable in the Triggr group. Find the ID with Search For Client (Triggr), then pass {{ ctx.steps['Find client'].clients[0].id }}:

The Find client Search For Client step: Property Variable, Variable Name haloId, Value ctx.params.haloClientId as a template, Match Type Exact.

The Set Client By ID step with Client ID set to the first client id from the Find client step.

Communication

Send Email sends from app@triggr-app.com, or from your own address with a sending profile. To takes comma-separated addresses, each emailed separately. Body accepts HTML. Output: status, recipients, from.

Attachments: up to 10 files, 25 MB in total (22 MB without a sending profile).

Data and Database

Step	What it does	Fill in	Output
Code (Data)	Runs JavaScript and outputs what it `return`s. See recipes.	JavaScript	Your returned fields
Execute SQL (Database)	Runs a query on a PostgreSQL database from Data > Databases.	Database, SQL Query	`data`, `value`, `success`

The Execute SQL step: Database not selected and a SQL Query selecting name and backup_status from backups where client equals the client name template in single quotes.

data lists the rows with every value as text; value is the number from a single-row count, sum, avg, min, max or total column. Templates go into the SQL as plain text, so quote text values.

Network

Step	What it does	Fill in	Output
HTTP Request	Calls any URL.	Method, URL, Headers, Body Type, Body, Allow Non-2xx Status, Allow Insecure TLS	`status`, `headers`, `body`
Generic Integration Action	Calls any endpoint of a connected integration, with its authentication.	Integration, URL Type, URL, Method, Headers, Body Type, Body	`statusCode`, `headers`, `body`

The Send to ticketing tool HTTP Request step: Method POST, URL https://api.example.com/v1/tickets, header X-Source triggr, Body Type JSON, a JSON body using the json filter, and unticked Allow Non-2xx Status and Allow Insecure TLS.

A JSON reply arrives parsed in body. A status outside 200–299 fails the step unless Allow Non-2xx Status is ticked; then branch on status. Requests time out after 30 seconds.

On Prem

These run on a client’s network through the desktop agent, using scripts from On-Prem > Scripts.

Step	What it does	Fill in	Output
Execute PowerShell	Runs a script for the run’s client and waits for the result.	Script, Parameters	`completed`, `output`, `error`
Execute PowerShell (Timeout)	The same, but branches Completed, Failed or Timed Out.	Script, Parameters, Timeout (seconds), Client ID	`status`, `output`, `error`, `timedOut`
List Agents	Lists a client’s agents.	Client ID	`agents`, `anyOnline`, `onlineCount`
List All Agents	Lists every agent for every client.		`agents`, `clientsWithNoOnlineAgent`
Get Agent Status	Reads one agent.	Agent ID or Agent Name, Client ID	`status`, `lastSeenAt`
Check Agents Online	Branches Online or Offline. No agents counts as Offline.	Client ID, Require, Stale After (minutes)	`online`, `offlineAgentNames`
Probe Agent	Checks an agent responds. Branches Responded or Unresponsive.	Client ID, Timeout (seconds), Probe Script	`responded`, `responseTimeMs`

The Execute PowerShell (Timeout) step: Script not selected, Parameters JSON with UserPrincipalName set from the email field with the json filter, Timeout (seconds) 300 and an empty Client ID.

Parameters must be valid JSON. Execute PowerShell waits for the agent indefinitely, so prefer Execute PowerShell (Timeout) (30 to 86,400 seconds); timing out stops the wait, not the script.

Microsoft

Each step acts on the run’s client’s Microsoft 365 tenant. Connection Type Automatic uses the org variable defaultMicrosoftConnection; or choose CIPP, Microsoft Graph (GDAP) or Microsoft Graph (SAM). User Identifier takes a UPN or object ID.

Step	Fill in	Output
Create User	Display Name, User Principal Name, Password, Usage Location and profile fields	`id`, `userPrincipalName`, `password`
Edit User	User ID and the fields to change	`id`, `userPrincipalName`
Get User	User Identifier	`id`, `displayName`, `mail`, `accountEnabled`, `assignedLicenseNames` and profile fields
List Users	Enabled Users Only, Licensed Users Only, Exclude Guest Users	`users`
Enable User, Disable User	User Identifier	`accountEnabled`
Delete User	User Identifier	`success`
Reset User Password	User Identifier, New Password	`password`
Revoke User Sessions	User Identifier	`success`
Get UPNs by User IDs	User IDs (CSV)	`upns`, in the order of the IDs
Wait for User Sync	User Identifier, Timeout (seconds). Branches Synced or Timed Out.	`status`, `user`
Assign Licenses, Remove Licenses	User Identifier, License SKU IDs	`success`, `assignedLicenseSkuIds`
Get All Licenses		`licenses`
Get Licenses to Assign	Client ID and the user’s attributes	`matchedRule`, `outcome.skuPartNumbers`
List Groups	Filter Type	`groups`
List Group Members	Group Identifier	`users`
Create Group, Delete Group	Display Name, Group Type / Group Identifier	`groupId`, `success`
Add User to Group, Remove User from Group	User Identifier, Group Identifier	`success`
Convert to Shared Mailbox	User Identifier	`success`
Grant Shared Mailbox Access, Remove Shared Mailbox Access	Shared Mailbox, User Identifier, access options	`success`
Set Out of Office	User Identifier, Status, External Message	`success`
Set User Photo	User, Photo	`success`
Upload File to OneDrive / SharePoint	Destination, User or Site URL, Folder Path, File	`itemId`, `webUrl`
List Domains	Exclude onmicrosoft.com Domains	`domains`
Grant GDAP Consent	Client ID	`success`, `failedTenantIds`
Remove GDAP Consent	Client ID. Removes all of Triggr’s delegated access to the client.	`success`

PSA

These use your default PSA, the org variable defaultPSA (halo, connectwise or autotask), set with Setup Wizard on Settings > Org Variables.

Step	What it does	Fill in	Output
Create Ticket	Raises a ticket and remembers it as `ctx.ticket.id`.	Title, Body, and your PSA’s fields	`ticket_id`, `success`
Log to Ticket	Adds a note to the run’s ticket, or Ticket ID.	Visibility, Title, Body, Send Email	`success`, `ticket_id`, and `action_id` (HaloPSA) or `note_id`
Set Ticket ID	Uses an existing ticket for later steps.	Ticket ID	`ticket_id`

Triggr

Step	What it does	Fill in	Output
Trigger Workflow	Starts another workflow. See above.	Workflow, Await Completion, Parameters	See above
Search For Client	Finds clients by ID, name or variable, newest first.	Property, Variable Name, Value, Match Type	`clients`, `found`
List Clients	Lists up to Limit clients (50 by default); `totalCount` is the full number.	Search, Limit, Offset	`clients`, `totalCount`
Create Client	Adds a client.	Client Name	`client`, `success`
Update Client	Renames a client.	Client ID, Client Name	`success`
Delete Client	Deletes a client.	Client ID	`success`
Set Client Variable	Sets a client variable; an empty Value clears it.	Client ID, Property, Value	`success`, `clientId`, `property`, `value`

Utilities

Step	What it does	Fill in	Output
Generate Password	Random password.	Password Length and character options	`password`
Generate Friendly Password	Password made of words.	Number of words and options	`password`
Generate Custom Reference	Reference of 5 to 10 words, such as `amber-river-fox-dawn-meadow`.	Number of Segments	`reference`
Base64 Encode, Base64 Decode	Encodes or decodes text.	Input	`encoded`, `decoded`
Create PrivateBin Paste	Shares text through a PrivateBin link.	Server URL, Expires, Burn After Reading, Details To Share	`accessUrl` (the link to share), `passcode`, `expires`
Create File	Makes a file from text, Base64 or a URL, kept 7 days.	Source, Content or URL, File Name	`fileRef`
Save to Media Library	Keeps a file permanently in Media.	File, Name, Folder	`fileRef`

Other groups

Group	Steps
Cache	Get Cache Data (`value`), Refresh Cache Data and Invalidate Cache Data for a Cache Definition from Data > Cache.
Compliance	Start Compliance Log (`compliance_log_id`), Compliance Log Entry, Set Compliance Log and Lock Compliance Log.
Distribution	List Packages (`packages`), List Products For Package (`products`) and Schedule Subscription Change for Pax8, Sherweb or TD Synnex Stellr.
Forms	Await Form Submission emails a form link and waits for the answers (`formSubmissionId`, `submission`).
Reporting	Generate Report builds a report from a Template (`reportId`, `status`).

Integrations

Below the Integrations divider, every integration has a group of its actions. Set the integration up before you use one; see the integration guides. An action outputs statusCode, headers and body (the other system’s reply).

FAQ

“HTTP request failed with status 401 (body length: …)”

The other system refused the call. Tick Allow Non-2xx Status and branch on status, or use Generic Integration Action for a connected tool so Triggr signs the request.

“org.defaultPSA not found or empty”

No default PSA is set. Run Setup Wizard on Settings > Org Variables and choose your PSA.

My run has been Running for hours

A step is waiting: an approval, a manual step, a delay, an awaited workflow or an agent. See Stop a stuck run.

For other messages, see Common errors.

Get started

Clients and access

Forms

Workflows

Internal apps

Automation

On-prem

Data and files

Reporting

Settings

AI tools

Flow Control

Condition

For Loop

Delay and Wait Until

Trigger Workflow

Finish Workflow

Approval

Client

Communication

Data and Database

Network

On Prem

Microsoft

PSA

Triggr

Utilities

Other groups

Integrations

FAQ

​Flow Control

​Condition

​For Loop

​Delay and Wait Until

​Trigger Workflow

​Finish Workflow

​Approval

​Client

​Communication

​Data and Database

​Network

​On Prem

​Microsoft

​PSA

​Triggr

​Utilities

​Other groups

​Integrations

​FAQ

Flow Control

Condition

For Loop

Delay and Wait Until

Trigger Workflow

Finish Workflow

Approval

Client

Communication

Data and Database

Network

On Prem

Microsoft

PSA

Triggr

Utilities

Other groups

Integrations

FAQ