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Setting Triggers

Define when your rule should run based on time, shipment milestones, or live conditions.

Annalise Davis avatar
Written by Annalise Davis
Updated over 2 months ago

In Chain Autopilot, a trigger is what kicks off a rule. It's the moment your rule wakes up and asks: Should I do something right now?

Triggers allow you to fully customize when your rules run down to the hour, event, or real-time status. Whether you’re sending check-call reminders at 2 PM or asking for PODs 4 hours after delivery, triggers define when the system should evaluate a rule, not what it should do or whether it actually fires (that’s what conditions and actions are for).

This guide walks you through:

  • What a trigger is and why it matters

  • The different types of triggers

  • Practical examples for when to use each

If you're building your own rules, or editing templates, you’ll set a trigger first before layering on conditions and actions.

What is a trigger?

A trigger defines when a rule should evaluate itself and decide whether to take action.

Think of it like a timer or checkpoint. It doesn’t mean something will happen, it just tells the system:

"At this moment, go check if the conditions are met. If yes, then perform the action."

For example:

  • “Two hours before Origin Departure” → Evaluate the rule two hours before the scheduled pickup time.

  • “At 6:00 AM CST” → Evaluate the rule every day at 6:00 AM Central.

  • “At the time of Delivery Appointment” → Evaluate the rule right when the delivery appointment starts.

The trigger alone does not send a message. It just defines when to check if a message should be sent (based on your conditions).

Types of Triggers

When you click + When…, you’ll see five types of triggers. Here’s what they mean and when to use them:

1. When all conditions match

This evaluates the rule as soon as all specified conditions are met.

Best for: Real-time logic like “as soon as tracking is off and ETA is missing” or “as soon as driver location is X.”

Tip: This is event-driven, not time-driven. Use this when you don’t care when something happens, just that it has happened.

Example: "When the load stops tracking" → check in with the driver.

2. At a specific time…

This lets you run the rule at a fixed clock time, daily.

Example: "Send a check-call reminder at 2:00 PM CST every day."

Tip: Choose your time zone (CT, ET, MT, PT) to match your ops hours.

3. A number of days before/after…

This allows you to evaluate the rule a certain number of days before or after a key shipment milestone.

Event options include:

  • Origin Earliest / Latest

  • Destination Arrival / Departure

  • ETA Shipper / Receiver

And more. Think certain milestones on a load, that are date/time based.

Example: “Trigger this 1 day before Destination Arrival at 12 PM ET.” → request tracking.

4. At the time of…

This evaluates the rule exactly at the moment of a shipment milestone.

Example:

  • “At the time of Origin Departure” → confirm the driver checked in

  • “At the time of Destination Latest” → request POD

Useful when you want to act the second a key timestamp is reached.

5. A number of hours before/after…

This is the most common and flexible trigger type. Set a rule to evaluate X hours before or after a shipment milestone.

Use it for:

“2 hours before pickup” → check in with dispatcher.

“4 hours after delivery” → request POD

“5 hours before appointment time” → confirm ETA

Pro Tip: This is the trigger used in most of the default templates.

Example Use Cases

Here are a few practical examples of how you might use triggers:

Goal

Trigger

Remind driver to enable tracking the morning of pickup

A number of hours before Origin Earliest → 2 hours

Send a check-call request at 2 PM for all in-transit loads

At a specific time → 2:00 PM CT

Alert if no ETA was added 1 day before arrival

A number of days before Destination Arrival

Kick off a tracking workflow as soon as tracking is off

When all conditions match + tracking = off

What happens next?

Once the trigger fires, Autopilot checks all your rule’s conditions. If they pass, it performs your selected action (like sending a message or logging a status check).

Next, in our Using Conditions article, we’ll walk through how conditions work, and how to make sure your rule fires only when it makes sense.


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