- Write the required delay and event first
- Polling asks the source on a schedule
- A webhook receives an event from the source
- Treat the polling start point as a migration decision
- Compare checks and downstream processing separately
- Define what happens during a pause
- Reconcile the boundary when switching triggers
- Choose the source capability you can operate reliably
Write the required delay and event first
Start with a requirement such as “notify within ten minutes of a new intake; edits are handled separately.” Record expected volume, busy periods and whether the source retains records you can retrieve later. A daily summary has little reason to run for every event. Keep the operational requirement separate from the most frequent schedule the editor permits.
Polling asks the source on a schedule
A polling trigger requests new data at scheduled times. If the source returns no new items, there are no output bundles for later modules. A name beginning with Watch is a clue, so read the selected module’s documentation. The shortest allowed interval depends on the plan. Confirm that your desired interval is available before designing a response deadline around it.
A webhook receives an event from the source
An INSTANT trigger receives source notifications; a custom webhook requires a sender that makes those requests. Instant webhook executions normally run concurrently. If updates to one record need ordered handling, consider Process data in order. That setting controls execution order; it does not replace a stable event key or protect an external destination against every repeated write.
Treat the polling start point as a migration decision
Choose where to start sets the first polling position; later checks follow changes since the previous run. Selecting an old date or all existing items can bring historical records into the workflow. In practice data, create intake A before the chosen boundary and B after it, then compare actual output with your expectation before setting the production position.
Compare checks and downstream processing separately
An hourly schedule over an assumed 24-hour day and 30-day month offers 720 check opportunities. That is schedule arithmetic, not a measured credit total. Output volume, downstream module work and AI charging rules also affect usage. Compare execution history before and after a change. For webhooks, inspect whether the source sends many event types you do not need.
Define what happens during a pause
Webhook queues have capacity and processing settings. Scheduled webhook processing holds received items until a run, subject to its configured processing limit. Do not assume unlimited retention or guaranteed eventual delivery. Review the sender’s retries and retention too. Preserve a source ID and a way to compare accepted source records with completed effects after service resumes.
Reconcile the boundary when switching triggers
Running old and new triggers into one live destination can create migration duplicates. Use isolated destinations to check one event, the same event twice, a short burst and an event spanning a pause. At cutover, record the time and last processed ID, then reconcile boundary records. These are acceptance exercises, not a claim that this guide has executed them.
Choose the source capability you can operate reliably
Polling is reasonable when volume is low and some delay is acceptable. Consider a webhook when prompt handling matters and the source provides useful event delivery. In either case, track receipt, storage and notification as distinct states. That lets an operator repair a missing effect without assuming every upstream step must run again.
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- Types of modulesInformation checked: 2026-10-29
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