Trigger building — Workflow trigger builder with query rules in Lantern

Building a new trigger in Lantern’s workflow builder. On the canvas, the trigger creates a spotlight, then splits into three branches of actions (update stage, add or remove tag, update field), each ending in an Add button.

The settings panel on the right defines when it fires. The query can come from templates, a visual query builder or SQL. The builder shown here stacks rules for opportunity ID, expected amount and fiscal year, joined by And, with buttons to add a rule or an inner group. Data source and schedule follow below.