Triggers & Schedules

Every workflow starts with a trigger — the condition that causes it to fire. Muin supports real-time event triggers and scheduled (time-based) triggers.

Event Triggers

Event triggers fire when something happens in Muin. Choose one when you want an immediate, condition-based response.

Finance Events

Trigger	Fires when
Invoice created	A new invoice is saved
Invoice approved	Invoice moves to Approved status
Invoice overdue	Invoice passes its due date unpaid
Bill created	A new bill is received
Payment received	An inbound payment is recorded
Expense submitted	An employee submits an expense report

Document Events

Trigger	Fires when
Document uploaded	A new document is added to the library
Document processed	AI processing completes
Document expiring	A document’s expiry date is N days away
Signature requested	An e-signature request is sent
Signature completed	All signatories have signed

HR Events

Trigger	Fires when
Employee created	A new employee record is added
Employee offboarded	An employee’s status is set to Terminated
Certification expiring	A certification expires within N days
Policy published	A new compliance policy is activated

Vendor Events

Trigger	Fires when
Vendor created	A new vendor record is added
Vendor verified	Verification status changes to Verified
Vendor document expiring	A vendor-submitted document nears expiry

Nonprofit Events

Trigger	Fires when
Donation received	A new donation is recorded
Pledge fulfilled	A pledge payment is completed
Grant awarded	A grant application is approved
Volunteer registered	A new volunteer signs up

Form Events

Trigger	Fires when
Form submitted	A public form receives a new submission

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Scheduled Triggers

Scheduled triggers fire on a time-based cadence regardless of activity. Use them for regular summaries, compliance checks, and periodic reminders.

Schedule Options

Option	Example use
Daily	Send a daily cash-flow summary every morning at 8 AM
Weekly	Send a weekly invoice aging report every Monday
Monthly	Generate a monthly compliance report on the 1st
Custom (cron)	Run every weekday at 9 AM, or on the last business day of the month

Setting Up a Schedule

1. In the workflow builder, select Scheduled as the trigger type
2. Choose Daily, Weekly, Monthly, or Custom
3. Set the time and timezone
4. For Custom, enter a cron expression (e.g., 0 9 * * 1-5 for weekdays at 9 AM)

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Trigger Conditions (Filters)

After selecting a trigger, add conditions to filter which events actually fire the workflow:

• Amount — e.g., only fire for invoices over $10,000
• Category / Type — e.g., only for “IT Vendor” category vendors
• Status — e.g., only when an invoice moves to “Overdue” (not just any status change)
• Assigned user — e.g., only for records assigned to a specific team member
• Custom field value — filter on any custom field

Conditions use AND logic by default. Add OR groups for more complex logic.

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Testing a Trigger

Before activating a workflow, test it with a real event:

1. Click Test Trigger in the workflow builder
2. Select a recent record that matches your trigger conditions
3. Muin simulates the workflow run and shows what each step would do
4. Confirm the output looks correct, then Activate

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Next Steps

• Building Workflows — full workflow construction guide
• Workflow Templates — pre-built starting points
• Workflow Settings — global workflow preferences