Course Content
Flows – Basics
0/7
Intro – Connections – AI Agent
00:00
Flow Introduction – Creating a Blank Noca Flow – AI Agent
00:00
Exploring Events & Triggers – AI Agent
00:00
Running a Flow Manually – AI Agent
00:00
Action Nodes & the Node Library – AI Agent
00:00
Configuring a Read Action – AI Agent
00:00
Configuring a Create Action – AI Agent
00:00
Flows – Basics

Understanding Events & Triggers

Every automated flow in Noca requires a Trigger—this is the starting node that tells the workflow exactly when to run. In this module, you will learn how to select an event-driven integration, configure its payload settings, and swap triggers on your canvas.

Step 1: Open the Node Library

  1. Navigate to your blank workflow canvas.

  2. Click the circular Plus (+) button located in the center of the screen to open the Add Node library drawer.

  3. By default, the window will open to the Events & Triggers tab panel.

Step 2: Choose Your Real-Time Integration

  1. Browse the collection of external integrations that support real-time platform events (such as Salesforce, HubSpot, Typeform, Webhooks, or Slack).

  2. For this exercise, select Google Gmail from the grid list.

  3. Click the Next button in the bottom right corner of the window.

Step 3: Select an Event Condition

  1. Noca will automatically inherit any authorized workspace connections you previously configured.

  2. Under the Select an Event dropdown menu, define the specific condition that forces the flow to run. Your choices include:

    • Email Received

    • Email Deleted

    • Changed Email Label

  3. Select Email Received and click the blue Insert Node button.

Step 4: Configure Data Filtering (Data Kit Drawer)

  1. With your newly placed Gmail trigger highlighted on the canvas, locate the right-hand Properties sidebar panel.

  2. Click to expand the Mappings section.

  3. This action opens the Data Kit drawer on the left side of the screen. Use this drawer to fine-tune your node settings, such as filtering for specific sender email addresses, subject lines, or layout keywords.

Step 5: How to Delete or Swap Triggers

  1. If you ever need to change your starting trigger, click directly on the trigger node on your canvas.

  2. Click the Trash Can icon from the node’s floating context menu.

  3. Confirm the action by clicking Delete on the warning prompt.

  4. Your canvas is now a blank slate again, allowing you to hit the Plus (+) button to assign a different trigger type—such as a manual initialization button (Manual) or a time-interval scheduler (Schedule).

💡 Summary Checklist for Success:

  • [ ] Do you see the real-time event applications under the Events & Triggers tab?

  • [ ] Is your Gmail account authorized and inheriting options automatically?

  • [ ] Did you locate the Data Kit drawer hidden inside the right sidebar’s Mappings expansion button?

  • [ ] Do you know how to safely wipe a node to test alternative entry methods like Manual or Schedule intervals?

Great job! In the next academy section, we will cover how to append Actions to your canvas to actually process, manipulate, and pass the data caught by this trigger node.

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