# Document Events

A Document Event trigger fires your workflow whenever something specific happens to a record in your system. This is the most common type of trigger — it lets you react automatically when records are created, edited, approved, or cancelled.

For example, you could trigger a workflow every time a new Sales Order is created, or whenever a Purchase Order is submitted for approval.

## Steps

1. **Drag a Document Event trigger onto the canvas** — Find it in the trigger section of the left sidebar.
2. **Click the trigger block** — The settings panel opens on the right.
3. **Choose the record type** — Select which type of record should trigger the workflow (e.g., Lead, Sales Order, Purchase Invoice).
4. **Choose the event** — Pick when the trigger should fire:
   * **After Insert** — When a new record is created for the first time.
   * **On Update** — When an existing record is saved with changes.
   * **On Submit** — When a record is submitted (approved/finalized).
   * **On Cancel** — When a submitted record is cancelled.
   * **On Trash** — When a record is deleted.
   * **On Change** — When specific field values change on a record.
5. **Connect it to the next block** — Draw a line to an action or condition block.

![connection handle](/files/gIBzGzAsJmF8f5UxL64o)

## Common examples

* **New lead notification** — Trigger: Lead + After Insert. Then send an email to your sales team.
* **Invoice approval** — Trigger: Sales Invoice + On Submit. Then notify your accounts department.
* **Order cancellation alert** — Trigger: Sales Order + On Cancel. Then email the customer and your team.
* **Record update tracking** — Trigger: Quotation + On Update. Then log the change or notify someone.

## Related pages

* [What Are Triggers?](/workflow-automation/workflow-builder/triggers.md)
* [Schedules](/workflow-automation/workflow-builder/triggers/schedules.md)
* [Send Email](/workflow-automation/workflow-builder/actions/send-email.md)
* [Notifications](/workflow-automation/workflow-builder/actions/notifications.md)


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