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Manual Trigger

Run a workflow on demand from inside AskElephant. This trigger puts a button on the object type you choose, so people can launch the workflow themselves instead of waiting for it to run automatically. It appears as Manual in the workflow builder.

Manual Trigger node in the workflow builder

What It Does

Adds a run button to the object type you select. When someone clicks it, the workflow starts with that object's context already loaded, so downstream steps can use its details.

When To Use It

Use this for workflows a person starts by hand, such as a "Draft the follow-up email" button on a meeting page or a "Create a CRM note" button on a contact. For workflows that should run on their own, use the Scheduled Trigger or one of the meeting triggers instead.

Configuration

Configure the node with these settings:

Field

What it controls

Related object type

Where the button appears: on Meetings, Calendar Events, Contacts, Companies, Conversations, or None (workflow list only). This also sets what context the workflow receives. Required. Defaults to conversation.

Groups and People

Limit who sees the button. Leave both empty to show it to all workspace members.

Exclude people

Hide the button from specific people, even if they belong to a selected group.

Outputs

The node passes these values downstream. Check the Outputs tab on the configured node to confirm exact paths.

Default Output

Variable

Type

Description

Example

conversation

object

A reference to the conversation that the workflow is related to

{{nodeId.conversation}}

conversation.id

string

{{nodeId.conversation.id}}

conversationLink

string

A link to the conversation in AskElephant

{{nodeId.conversationLink}}

meetingDocuments

object

The meeting documents that are attached to the conversation

{{nodeId.meetingDocuments}}

meetingDocuments.ids

array<string>

{{nodeId.meetingDocuments.ids}}

workflowUser

object

The user that triggered the workflow

{{nodeId.workflowUser}}

workflowUser.id

string

{{nodeId.workflowUser.id}}

workflowUserName

string

The name of the user that triggered the workflow

{{nodeId.workflowUserName}}

Variable

Type

Description

Example

meeting

object

A reference to the meeting

{{nodeId.meeting}}

meeting.id

string

{{nodeId.meeting.id}}

meetingTitle

string

The title of the meeting

{{nodeId.meetingTitle}}

meetingTranscript

string

The text transcript of the meeting

{{nodeId.meetingTranscript}}

meetingUrl

string

The original meeting URL from the calendar provider (e.g., Zoom, Google Meet)

{{nodeId.meetingUrl}}

meetingLink

string

A clickable link to the meeting in AskElephant

{{nodeId.meetingLink}}

shareLink

string

A shareable link to the meeting

{{nodeId.shareLink}}

calendarUid

string

The iCal/calendar UID for the meeting

{{nodeId.calendarUid}}

meetingStartAt

string

The start time of the meeting

{{nodeId.meetingStartAt}}

meetingEndAt

string

The end time of the meeting

{{nodeId.meetingEndAt}}

primaryInternalContact

object

The primary internal contact who owns the meeting

{{nodeId.primaryInternalContact}}

primaryInternalContact.id

string

{{nodeId.primaryInternalContact.id}}

primaryInternalContactName

string

The name of the primary internal contact who owns the meeting

{{nodeId.primaryInternalContactName}}

primaryInternalContactEmail

string

The email of the primary internal contact who owns the meeting

{{nodeId.primaryInternalContactEmail}}

internalAttendees

object

The internal attendees of the meeting

{{nodeId.internalAttendees}}

internalAttendees.ids

array<string>

{{nodeId.internalAttendees.ids}}

internalAttendeeNames

array<string>

The names of the internal attendees of the meeting

{{nodeId.internalAttendeeNames}}

internalAttendeeEmails

array<string>

The emails of the internal attendees of the meeting

{{nodeId.internalAttendeeEmails}}

externalAttendees

object

The external attendees of the meeting

{{nodeId.externalAttendees}}

externalAttendees.ids

array<string>

{{nodeId.externalAttendees.ids}}

externalAttendeeNames

array<string>

The names of the external attendees of the meeting

{{nodeId.externalAttendeeNames}}

externalAttendeeEmails

array<string>

The emails of the external attendees of the meeting

{{nodeId.externalAttendeeEmails}}

allAttendees

object

All attendees of the meeting

{{nodeId.allAttendees}}

allAttendees.ids

array<string>

{{nodeId.allAttendees.ids}}

allAttendeeNames

array<string>

The names of all attendees of the meeting

{{nodeId.allAttendeeNames}}

allAttendeeEmails

array<string>

The emails of all attendees of the meeting

{{nodeId.allAttendeeEmails}}

teamMemberAttendees

object

The team member attendees of the meeting

{{nodeId.teamMemberAttendees}}

teamMemberAttendees.ids

array<string>

{{nodeId.teamMemberAttendees.ids}}

teamMemberAttendeeNames

array<string>

The names of the team member attendees of the meeting

{{nodeId.teamMemberAttendeeNames}}

teamMemberAttendeeEmails

array<string>

The emails of the team member attendees of the meeting

{{nodeId.teamMemberAttendeeEmails}}

company

object

The primary company associated with the meeting

{{nodeId.company}}

company.id

string

{{nodeId.company.id}}

companyName

string

The name of the primary company associated with the meeting

{{nodeId.companyName}}

companyDescription

string

The description of the primary company

{{nodeId.companyDescription}}

companyDomain

string

The domain of the primary company

{{nodeId.companyDomain}}

allCompanies

object

All companies associated with the meeting

{{nodeId.allCompanies}}

allCompanies.ids

array<string>

{{nodeId.allCompanies.ids}}

allCompanyNames

array<string>

Names of all companies associated with the meeting

{{nodeId.allCompanyNames}}

allCompanyDescriptions

array<string>

Descriptions of all companies associated with the meeting

{{nodeId.allCompanyDescriptions}}

allCompanyDomains

array<string>

Domains of all companies associated with the meeting

{{nodeId.allCompanyDomains}}

primaryExternalCompany

object

The primary company associated with external attendees of the meeting

{{nodeId.primaryExternalCompany}}

primaryExternalCompany.id

string

{{nodeId.primaryExternalCompany.id}}

primaryExternalCompanyName

string

The name of the primary external company

{{nodeId.primaryExternalCompanyName}}

primaryExternalCompanyDescription

string

The description of the primary external company

{{nodeId.primaryExternalCompanyDescription}}

primaryExternalCompanyDomain

string

The domain of the primary external company

{{nodeId.primaryExternalCompanyDomain}}

companyCrmId

string | null

The CRM object ID for the primary company, if linked to a CRM

{{nodeId.companyCrmId}}

companyCrmSource

string | null

The CRM source (HUBSPOT, SALESFORCE, SALESFORCE_V2) for the primary company

{{nodeId.companyCrmSource}}

primaryContactCrmId

string | null

The CRM object ID for the primary internal contact, if linked to a CRM

{{nodeId.primaryContactCrmId}}

primaryContactCrmSource

string | null

The CRM source for the primary internal contact

{{nodeId.primaryContactCrmSource}}

workflowUser

object

The user that triggered the workflow

{{nodeId.workflowUser}}

workflowUser.id

string

{{nodeId.workflowUser.id}}

workflowUserName

string

The name of the user that triggered the workflow

{{nodeId.workflowUserName}}

Variable

Type

Description

Example

calendarEventTitle

string

The title of the calendar event

{{nodeId.calendarEventTitle}}

calendarEventDescription

string | null

The description of the calendar event

{{nodeId.calendarEventDescription}}

calendarEvent

object

A reference to the calendar event

{{nodeId.calendarEvent}}

calendarEvent.id

string

{{nodeId.calendarEvent.id}}

calendarEventLink

string

A clickable link to the calendar event in AskElephant

{{nodeId.calendarEventLink}}

primaryInternalContact

object

The primary internal contact who owns the calendar event

{{nodeId.primaryInternalContact}}

primaryInternalContact.id

string

{{nodeId.primaryInternalContact.id}}

primaryInternalContactEmail

string

The email of the primary internal contact

{{nodeId.primaryInternalContactEmail}}

internalAttendees

object

The internal attendees of the calendar event

{{nodeId.internalAttendees}}

internalAttendees.ids

array<string>

{{nodeId.internalAttendees.ids}}

externalAttendeeEmails

array<string>

The emails of the internal attendees of the calendar event

{{nodeId.internalAttendeeEmails}}

externalAttendees

object

The external attendees of the calendar event

{{nodeId.externalAttendees}}

externalAttendees.ids

array<string>

{{nodeId.externalAttendees.ids}}

allAttendees

object

All attendees of the calendar event

{{nodeId.allAttendees}}

allAttendees.ids

array<string>

{{nodeId.allAttendees.ids}}

allAttendeeEmails

array<string>

The emails of all attendees of the calendar event

{{nodeId.allAttendeeEmails}}

teamMemberAttendees

object

The team member attendees of the calendar event

{{nodeId.teamMemberAttendees}}

teamMemberAttendees.ids

array<string>

{{nodeId.teamMemberAttendees.ids}}

teamMemberAttendeeNames

array<string>

The names of the team member attendees of the calendar event

{{nodeId.teamMemberAttendeeNames}}

teamMemberAttendeeEmails

array<string>

The emails of the team member attendees of the calendar event

{{nodeId.teamMemberAttendeeEmails}}

company

object

The primary company associated with the calendar event

{{nodeId.company}}

company.id

string

{{nodeId.company.id}}

companyName

string

The name of the primary company associated with the calendar event

{{nodeId.companyName}}

companyDescription

string

The description of the primary company

{{nodeId.companyDescription}}

companyDomain

string

The domain of the primary company

{{nodeId.companyDomain}}

allCompanies

object

All companies associated with the calendar event

{{nodeId.allCompanies}}

allCompanies.ids

array<string>

{{nodeId.allCompanies.ids}}

allCompanyNames

array<string>

Names of all companies associated with the calendar event

{{nodeId.allCompanyNames}}

allCompanyDescriptions

array<string>

Descriptions of all companies associated with the calendar event

{{nodeId.allCompanyDescriptions}}

allCompanyDomains

array<string>

Domains of all companies associated with the calendar event

{{nodeId.allCompanyDomains}}

workflowUserName

string

The name of the user that triggered the workflow

{{nodeId.workflowUserName}}

companyCrmId

string | null

The CRM object ID for the primary company, if linked to a CRM

{{nodeId.companyCrmId}}

companyCrmSource

string | null

The CRM source (HUBSPOT, SALESFORCE, SALESFORCE_V2) for the primary company

{{nodeId.companyCrmSource}}

primaryContactCrmId

string | null

The CRM object ID for the primary internal contact, if linked to a CRM

{{nodeId.primaryContactCrmId}}

primaryContactCrmSource

string | null

The CRM source for the primary internal contact

{{nodeId.primaryContactCrmSource}}

workflowUser

object

The user that triggered the workflow

{{nodeId.workflowUser}}

workflowUser.id

string

{{nodeId.workflowUser.id}}

Variable

Type

Description

Example

person

object

A reference to the contact that the workflow is related to

{{nodeId.person}}

person.id

string

{{nodeId.person.id}}

personName

string

The name of the contact

{{nodeId.personName}}

personEmail

string

The email of the contact

{{nodeId.personEmail}}

personLink

string

A link to the contact in AskElephant

{{nodeId.personLink}}

workflowUser

object

The user that triggered the workflow

{{nodeId.workflowUser}}

workflowUser.id

string

{{nodeId.workflowUser.id}}

workflowUserName

string

The name of the user that triggered the workflow

{{nodeId.workflowUserName}}

Variable

Type

Description

Example

company

object

A reference to the company that the workflow is related to

{{nodeId.company}}

company.id

string

{{nodeId.company.id}}

companyDescription

string

The description of the company

{{nodeId.companyDescription}}

companyName

string

The name of the company

{{nodeId.companyName}}

companyDomain

string

The domain of the company

{{nodeId.companyDomain}}

companyLink

string

A link to the company in AskElephant

{{nodeId.companyLink}}

workflowUser

object

The user that triggered the workflow

{{nodeId.workflowUser}}

workflowUser.id

string

{{nodeId.workflowUser.id}}

workflowUserName

string

The name of the user that triggered the workflow

{{nodeId.workflowUserName}}

Variable

Type

Description

Example

workflowUser

object

The user that triggered the workflow

{{nodeId.workflowUser}}

workflowUser.id

string

{{nodeId.workflowUser.id}}

workflowUserName

string

The name of the user that triggered the workflow

{{nodeId.workflowUserName}}

Example Workflow

Add a "Create CRM note" button to the meeting page. After a call, a rep clicks it and the workflow reads the meeting context and writes a note to the linked CRM record.

  • Scheduled Trigger

  • New Meeting

  • Meeting Finished

Need More Help?

Reach the AskElephant support team by:

  • clicking the Support tab on the right side of your screen,

  • emailing [email protected],

  • or using @askelephant support in your dedicated Slack channel.