Workflows & Triggers

Triggers enable your agents to run automatically based on schedules, webhooks, or external events. Build powerful automation workflows without manual intervention.

Overview

Kortix supports three types of triggers:

Schedule: Run agents on a recurring schedule (cron-based)
Webhook: Trigger agents via HTTP requests
Event: React to external service events (via integrations)

Trigger Types

Schedule Triggers
Webhook Triggers
Event Triggers

Run agents on a regular schedule using cron expressions.Use Cases

Daily reports and summaries
Periodic data synchronization
Scheduled monitoring and alerts
Regular backups and maintenance

Configuration

{
  "provider_id": "schedule",
  "name": "Daily Sales Report",
  "config": {
    "cron": "0 9 * * *",
    "timezone": "America/New_York",
    "prompt": "Generate a sales report for yesterday"
  }
}

Common Cron Patterns

Pattern	Description
`0 9 * * *`	Every day at 9:00 AM
`0 /6 * *`	Every 6 hours
`0 9 * * 1`	Every Monday at 9:00 AM
`0 0 1 * *`	First day of every month
`/15 * * *`	Every 15 minutes

Trigger agents via HTTP POST requests.Use Cases

Integrate with external systems
Process form submissions
Handle payment notifications
Respond to third-party events

Configuration

{
  "provider_id": "webhook",
  "name": "New Customer Webhook",
  "config": {
    "prompt_template": "Process new customer: {{customer_name}} ({{customer_email}})"
  }
}

Webhook URL Format

https://api.kortix.com/triggers/webhook/{trigger_id}

Triggering via HTTP

curl -X POST https://api.kortix.com/triggers/webhook/{trigger_id} \
  -H "Content-Type: application/json" \
  -d '{
    "customer_name": "John Doe",
    "customer_email": "john@example.com",
    "plan": "pro"
  }'

Webhook payloads are available to the agent via template variables: {{variable_name}}

React to events from integrated services (Gmail, Slack, etc.).Use Cases

Process incoming emails
Respond to Slack mentions
Handle GitHub pull requests
React to calendar events

Configuration (Composio Integration)

{
  "provider_id": "composio",
  "name": "New Gmail Email",
  "config": {
    "trigger_slug": "GMAIL_NEW_EMAIL",
    "profile_id": "profile-123",
    "prompt_template": "New email from {{sender}}: {{subject}}"
  }
}

Available Event Sources

Gmail (new emails, labels)
Slack (messages, mentions)
GitHub (PRs, issues, commits)
Calendar (new events, reminders)
Linear (issues, updates)
And more via Composio integration

Creating Triggers

Via API

import requests

url = "https://api.kortix.com/triggers"
headers = {
    "Authorization": "Bearer YOUR_API_KEY",
    "Content-Type": "application/json"
}

payload = {
    "agent_id": "agent-123",
    "provider_id": "schedule",
    "name": "Daily Standup Reminder",
    "description": "Send daily standup reminder to team",
    "config": {
        "cron": "0 9 * * 1-5",  # Weekdays at 9 AM
        "timezone": "America/Los_Angeles",
        "prompt": "Send standup reminder to #engineering"
    }
}

response = requests.post(url, json=payload, headers=headers)
trigger = response.json()

print(f"Created trigger: {trigger['trigger_id']}")

API Response

{
  "trigger_id": "trigger-456",
  "agent_id": "agent-123",
  "provider_id": "schedule",
  "trigger_type": "schedule",
  "name": "Daily Standup Reminder",
  "description": "Send daily standup reminder to team",
  "is_active": true,
  "config": {
    "cron": "0 9 * * 1-5",
    "timezone": "America/Los_Angeles",
    "prompt": "Send standup reminder to #engineering"
  },
  "created_at": "2024-01-15T10:30:00Z",
  "updated_at": "2024-01-15T10:30:00Z"
}

Managing Triggers

List Agent Triggers

response = requests.get(
    f"https://api.kortix.com/agents/{agent_id}/triggers",
    headers=headers
)

for trigger in response.json()["triggers"]:
    print(f"{trigger['name']}: {trigger['trigger_type']} - {'active' if trigger['is_active'] else 'inactive'}")

Update Trigger

# Update schedule
requests.put(
    f"https://api.kortix.com/triggers/{trigger_id}",
    json={
        "config": {
            "cron": "0 10 * * *",  # Change to 10 AM
            "timezone": "America/New_York",
            "prompt": "Generate morning report"
        }
    },
    headers=headers
)

Activate/Deactivate Trigger

# Deactivate trigger
requests.put(
    f"https://api.kortix.com/triggers/{trigger_id}",
    json={"is_active": False},
    headers=headers
)

# Reactivate trigger
requests.put(
    f"https://api.kortix.com/triggers/{trigger_id}",
    json={"is_active": True},
    headers=headers
)

Delete Trigger

response = requests.delete(
    f"https://api.kortix.com/triggers/{trigger_id}",
    headers=headers
)

print("Trigger deleted successfully")

Workflow Examples

Daily Report Automation

# Create scheduled trigger for daily reports
trigger = {
    "agent_id": "data-analyst-agent",
    "provider_id": "schedule",
    "name": "Daily Sales Report",
    "config": {
        "cron": "0 8 * * *",
        "timezone": "America/New_York",
        "prompt": """Generate a daily sales report including:
        
        1. Total revenue for yesterday
        2. Top 5 performing products
        3. Comparison to same day last week
        4. Key trends and insights
        
        Send the report to #sales-team on Slack.
        """
    }
}

Customer Onboarding Webhook

# Webhook triggered when new customer signs up
trigger = {
    "agent_id": "customer-success-agent",
    "provider_id": "webhook",
    "name": "New Customer Onboarding",
    "config": {
        "prompt_template": """New customer signup:
        
        Name: {{name}}
        Email: {{email}}
        Company: {{company}}
        Plan: {{plan}}
        
        Tasks:
        1. Send welcome email with getting started guide
        2. Create onboarding task in Linear
        3. Schedule kickoff call in 2 days
        4. Add to CRM with tag "new-customer"
        """
    }
}

# Trigger from your application
requests.post(
    f"https://api.kortix.com/triggers/webhook/{trigger_id}",
    json={
        "name": "Acme Corp",
        "email": "admin@acme.com",
        "company": "Acme Corp",
        "plan": "enterprise"
    }
)

Support Email Automation

# Event trigger for Gmail
trigger = {
    "agent_id": "support-agent",
    "provider_id": "composio",
    "name": "Support Email Handler",
    "config": {
        "trigger_slug": "GMAIL_NEW_EMAIL",
        "profile_id": "support-gmail",
        "prompt_template": """New support email:
        
        From: {{sender}}
        Subject: {{subject}}
        Body: {{body}}
        
        Tasks:
        1. Analyze the issue and categorize (bug/feature/question)
        2. Search knowledge base for similar issues
        3. Draft a helpful response
        4. Create ticket in Linear if it's a bug
        5. Send response via Gmail
        """,
        "filters": {
            "to": "support@company.com"
        }
    }
}

Trigger Execution

How Triggers Work

Event Detection

The trigger provider detects an event:

Schedule: Cron time matches
Webhook: HTTP request received
Event: External service sends notification

Prompt Generation

The trigger’s prompt template is populated with event data:

prompt_template = "New email from {{sender}}: {{subject}}"
event_data = {"sender": "john@example.com", "subject": "Help needed"}

# Result: "New email from john@example.com: Help needed"

Agent Execution

A new agent run is started with the generated prompt.

Result Logging

Execution results are logged for monitoring and debugging.

Template Variables

Access event data in your prompts using {{variable}} syntax: Webhook Data

{
  "customer_name": "John Doe",
  "order_id": "12345",
  "amount": 99.99
}

Prompt Template

New order from {{customer_name}}:
- Order ID: {{order_id}}
- Amount: ${{amount}}

Please process and send confirmation.

Generated Prompt

New order from John Doe:
- Order ID: 12345
- Amount: $99.99

Please process and send confirmation.

Monitoring Triggers

View Trigger Events

# Get recent trigger executions
response = requests.get(
    f"https://api.kortix.com/triggers/{trigger_id}/events",
    headers=headers
)

for event in response.json()["events"]:
    print(f"Timestamp: {event['timestamp']}")
    print(f"Status: {'success' if event['success'] else 'failed'}")
    print(f"Agent Run ID: {event.get('agent_run_id')}")
    if event.get('error_message'):
        print(f"Error: {event['error_message']}")

Debugging Failed Triggers

Common issues and solutions:

Trigger Not Firing

Check:

Trigger is active (is_active: true)
Cron expression is valid
Timezone is correct
Webhook URL is correct
Event integration is authenticated

Verify:

trigger = requests.get(
    f"https://api.kortix.com/triggers/{trigger_id}",
    headers=headers
).json()

print(f"Active: {trigger['is_active']}")
print(f"Config: {trigger['config']}")

Agent Execution Fails

Check:

Agent has required tools enabled
Prompt template is valid
Template variables match event data
Agent has necessary permissions

View Error:

events = requests.get(
    f"https://api.kortix.com/triggers/{trigger_id}/events",
    headers=headers
).json()["events"]

for event in events:
    if not event['success']:
        print(f"Error: {event['error_message']}")
        print(f"Event data: {event['event_data']}")

Template Variables Not Working

Ensure:

Variable names match event data keys
Variables use correct syntax: {{variable}}
Event data is properly formatted

Test:

# Send test webhook with known data
test_data = {
    "test_variable": "test_value",
    "number": 123
}

requests.post(
    f"https://api.kortix.com/triggers/webhook/{trigger_id}",
    json=test_data
)

Best Practices

Schedule Optimization

Avoid overlapping schedules for the same agent
Consider timezone differences for distributed teams
Use appropriate intervals (avoid excessive frequency)
Add buffer time for long-running tasks

Webhook Security

Validate webhook payloads in your application
Use HTTPS for webhook endpoints
Consider adding authentication headers
Monitor for unusual webhook activity

Error Handling

Include error handling in agent prompts
Monitor trigger execution logs
Set up alerts for failed triggers
Test triggers thoroughly before production use

Prompt Design

Keep prompts clear and actionable
Include all necessary context
Use structured formats for consistency
Test with various input scenarios

Limits and Quotas

Trigger limits by subscription tier:

Tier	Schedule Triggers	Webhook Triggers	Event Triggers
Free	3	5	3
Pro	10	25	10
Team	50	100	50
Enterprise	Unlimited	Unlimited	Unlimited

Next Steps

Creating Agents

Learn how to create agents

System Prompts

Write effective system prompts

API Reference

Full trigger API documentation

Composio Integration

Connect external services

Get Started

Core Concepts

Building Agents

Agent Capabilities

Tools & Extensions

Platform Features

Self-Hosting

Workflows & Triggers

Overview

Trigger Types

Creating Triggers

Via API

API Response

Managing Triggers

List Agent Triggers

Update Trigger

Activate/Deactivate Trigger

Delete Trigger

Workflow Examples

Daily Report Automation

Customer Onboarding Webhook

Support Email Automation

Trigger Execution

How Triggers Work

Template Variables

Monitoring Triggers

View Trigger Events

Debugging Failed Triggers

Best Practices

Schedule Optimization

Webhook Security

Error Handling

Prompt Design

Limits and Quotas

Next Steps

Creating Agents

System Prompts

API Reference

Composio Integration

Build docs developers (and LLMs) love

Get Started

Core Concepts

Building Agents

Agent Capabilities

Tools & Extensions

Platform Features

Self-Hosting

Documentation Index

​Overview

​Trigger Types

​Creating Triggers

​Via API

​API Response

​Managing Triggers

​List Agent Triggers

​Update Trigger

​Activate/Deactivate Trigger

​Delete Trigger

​Workflow Examples

​Daily Report Automation

​Customer Onboarding Webhook

​Support Email Automation

​Trigger Execution

​How Triggers Work

​Template Variables

​Monitoring Triggers

​View Trigger Events

​Debugging Failed Triggers

​Best Practices

Schedule Optimization

Webhook Security

Error Handling

Prompt Design

​Limits and Quotas

​Next Steps

Creating Agents

System Prompts

API Reference

Composio Integration

Build docs developers (and LLMs) love

Overview

Trigger Types

Creating Triggers

Via API

API Response

Managing Triggers

List Agent Triggers

Update Trigger

Activate/Deactivate Trigger

Delete Trigger

Workflow Examples

Daily Report Automation

Customer Onboarding Webhook

Support Email Automation

Trigger Execution

How Triggers Work

Template Variables

Monitoring Triggers

View Trigger Events

Debugging Failed Triggers

Best Practices

Limits and Quotas

Next Steps