Workflow Trigger - Triggered by Member Events

---

Member Events Trigger: The workflow is triggered when a member joins or leaves the organization. You can use this trigger to synchronize member information to worksheets or external systems.

Example Scenario

You can use an Employee Directory worksheet to maintain employee profiles. Other worksheets can reference and use this employee data, so it is important to keep the information up to date.

For example, when a new employee joins the organization, the workflow can automatically add the employee's information to the Employee Directory worksheet for future use.

Workflow Configuration

Select Member Events Trigger

Learn how to create a workflow

2. Configure Trigger Settings

• Select Trigger Event

  Select whether the workflow should be triggered when a member joins or leaves the organization.

  In this example, select to trigger the workflow when a new employee joins.

• Configure Filter Conditions

  Only records that meet the specified conditions can trigger the workflow.

  For example, you can configure the workflow to run only for employees in the Sales Department.

Scenarios That Trigger Workflows When a Member Joins

The workflow is triggered in the following scenarios:

• An organization administrator directly invites a member to join the organization. After the member completes their profile information and joins the organization, the workflow is triggered.

• A member joins the organization through an invitation link or after being invited by a non-administrator. After the organization administrator approves the request, the workflow is triggered.

• A previously deactivated member is restored by an organization administrator, and the member's access is restored.

Scenarios That Trigger Workflows When a Member Leaves

The workflow is triggered in the following scenarios:

• An organization administrator processes the member's departure from the organization management console.

• A member voluntarily leaves the organization.

Configure Subsequent Action Nodes (Add Records)

After configuring the trigger, configure the action nodes that should be executed when the workflow runs.

In this scenario, newly joined member information needs to be synchronized to the Employee Directory worksheet. Since this is a new employee record, select the Add Records node.

Add an Add Records node and use the retrieved member information to create a corresponding record in the Employee Directory worksheet.

Learn more about the Add Records node

Publish the Workflow

After saving the node configuration, click Publish to enable the workflow.

You can then test and use the workflow.