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Conga Product Documentation

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Composer for Salesforce

Conga Trigger

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Automate the Conga Trigger Solutions

Conga Trigger is initiated by Salesforce workflow rules or Salesforce Flow. Conga Trigger uses an Outbound Message action to launch the specified process.

After you install Conga Trigger, you should configure the app for your organization.

The steps involved in configuring Conga Trigger are listed below.

  1. Convert a working solution to a Salesforce formula field using the Conga Formula Builder.
  2. Create a Salesforce workflow rule that will initiate Conga Trigger. or

    Create a Salesforce Flow that will initiate Conga Trigger

  3. Test to ensure everything is working properly.
Administrator Guide
Composer

March 3, 2025