--- title: How do event-based Workflows work in snapAddy? description: Learn how event-based workflows in snapAddy DataAgents automatically process and enrich new contact data when triggered by external events like business card scans, web forms, or email signatures. --- [Skip to content](https://portal.snapaddy.com/knowledge/what-are-workflows-and-how-do-they-work#main-content) - [English](https://portal.snapaddy.com/knowledge/what-are-workflows-and-how-do-they-work) - [Deutsch](https://portal.snapaddy.com/de/knowledge/was-sind-workflows-und-wie-funktionieren-sie) English Show submenu for translations [![AppSignet](https://portal.snapaddy.com/hs-fs/hubfs/AppSignet.png?width=60&height=60&name=AppSignet.png)](https://portal.snapaddy.com/knowledge?hsLang=en) Open main navigation Close main navigation - - [English](https://portal.snapaddy.com/knowledge/what-are-workflows-and-how-do-they-work) - [Deutsch](https://portal.snapaddy.com/de/knowledge/was-sind-workflows-und-wie-funktionieren-sie) English Show submenu for translations - [snapAddy website](https://www.snapaddy.com/) [snapAddy website](https://www.snapaddy.com/) snapAddy Knowledge base - How can we help? - There are no suggestions because the search field is empty. 1. [snapAddy Knowledge Base](https://portal.snapaddy.com/knowledge?hsLang=en) 2. [snapAddy DataAgents](https://portal.snapaddy.com/knowledge/snapaddy-dataagents?hsLang=en) 3. [Workflows](https://portal.snapaddy.com/knowledge/snapaddy-dataagents?hsLang=en#workflows) # How do event-based Workflows work in snapAddy? ## Event-based workflows are triggered by specific external events, such as receiving an email, submitting a web form, or scanning a business card. They automatically process, enrich, and transfer incoming contact data to the CRM system or other designated destinations. ### What Are Event-Based Workflows? Event-based workflows are an automated workflow type in snapAddy DataAgents that processes data as soon as it is triggered by external events or actions. Unlike periodic workflows that systematically work through existing CRM records, event-based workflows respond to specific triggers and handle new incoming contact data in real time. ### Benefits of event-based workflows Event-based workflows help you capture and process new contacts efficiently by: - **Processing data immediately** when it arrives from various sources - **Enriching information automatically** with verified data from reliable sources - **Ensuring data quality** from the moment of first capture - **Saving time** by eliminating manual data entry and validation ### Typical use cases Event-based workflows are ideal for: - Processing new leads from various sources - Capturing contacts at events and trade shows - Integrating web form submissions into your CRM - Enriching newly acquired contact information - Handling incoming contact data from sales activities - Automating contact capture from business cards - Managing email bounces and contact status updates ### How do event-based workflows function? When a trigger event occurs, an event-based workflow receives the incoming data from the external source, then enriches and validates the information using snapAddy's data sources. It applies data quality rules such as duplicate checking and formatting before transferring the processed data to your CRM system or other targets. The workflow can enrich and validate your data using multiple high-quality sources, such as the Company Data Search for comprehensive company information, the Email Validator for verifying and validating email addresses, and the Contact Person Search for enriching contact details using business socials. ### Common triggers for event-based workflows Event-based workflows can be triggered by various external sources: - **Email signatures** – Extract contact information from email signatures - **Web forms** – Capture and validate form submissions - **Excel files** – Import and process contact data from spreadsheets - **Business social profiles and Sales Navigator leads** – Grab contact details from business social profiles and process leads from Sales Navigator (requires snapAddy Helper browser extension - [learn more](https://portal.snapaddy.com/knowledge/how-to-install-snapaddy-helper?hsLang=en)) - **Scanned business cards** – Digitize and enrich business card information (requires snapAddy BusinessCards app - [learn more](https://portal.snapaddy.com/knowledge/how-do-i-install-the-snapaddy-cardscanner-on-my-smartphone-2?hsLang=en)) - **Email bounces** – Handle bounced emails and update contact status ### Event-based workflows in VisitReport Event-based workflows can also be triggered by VisitReport reports that process visitor data from trade shows and events. This trigger requires a VisitReport license in addition to the DataAgents package. VisitReport enables you to capture contact information during events and automatically process it through configured workflows. ### Prerequisites To use event-based workflows, you need: - A **snapAddy DataAgents license** - Access to the desired trigger sources (e.g., mailbox connection, web forms) - Recommended: A CRM connection for direct export to the CRM system ### Setting Up Event-Based Workflows snapAddy offers pre-built templates for common use cases and trigger sources. These templates are optimized for typical scenarios and can be customized to meet specific requirements. If you require a customized workflow, please contact [sales@snapaddy.com](mailto:sales@snapaddy.com) or your Customer Success Manager. ### Managing Workflow Results Event-based workflows are designed for extensive automation and process entities automatically without manual intervention. However, if needed, snapAddy DataAgents offers the contact suggestions feature for targeted quality control. Workflows can be configured to require manual review for certain fields or data types. This optional review process allows you to combine automation efficiency with targeted quality assurance for critical data points. Learn more about managing suggestions in our article: [How do I check suggestions in DataAgents?](https://portal.snapaddy.com/knowledge/how-to-check-suggestions?hsLang=en) ### Related articles - [What is the difference between event-based workflows and continuous workflows in snapAddy DataAgents?](https://portal.snapaddy.com/knowledge/what-is-the-difference-between-event-based-workflows-and-continuous-workflows-in-snapaddy-dataquality?hsLang=en) - [What is snapAddy DataAgents?](https://portal.snapaddy.com/knowledge/what-is-dataquality-automation?hsLang=en) If you have more questions, feel free to contact our support under [support@snapaddy.com](mailto:support@snapaddy.com) or your Customer Success Manager - [Global Settings](https://portal.snapaddy.com/knowledge/global-settings?hsLang=en#main-content) - [Frequently Asked Questions (FAQ)](https://portal.snapaddy.com/knowledge/global-settings?hsLang=en#frequently-asked-questions-faq) - [Profile Settings](https://portal.snapaddy.com/knowledge/global-settings?hsLang=en#profile-settings) - [User Management](https://portal.snapaddy.com/knowledge/global-settings?hsLang=en#user-management) - [General Settings](https://portal.snapaddy.com/knowledge/global-settings?hsLang=en#general-settings) - [Video Tutorials](https://portal.snapaddy.com/knowledge/video-tutorials?hsLang=en#main-content) - [snapAddy VisitReport](https://portal.snapaddy.com/knowledge/video-tutorials?hsLang=en#snapaddy-visitreport) - [snapAddy LeadResearch](https://portal.snapaddy.com/knowledge/video-tutorials?hsLang=en#snapaddy-leadresearch) - [snapAddy BusinessCards](https://portal.snapaddy.com/knowledge/video-tutorials?hsLang=en#snapaddy-businesscards) - [snapAddy Quick Tips](https://portal.snapaddy.com/knowledge/video-tutorials?hsLang=en#snapaddy-quick-tips) - [CRM Integrations](https://portal.snapaddy.com/knowledge/video-tutorials?hsLang=en#crm-integrations) - [CRM Integrations](https://portal.snapaddy.com/knowledge/crm-integrations?hsLang=en#main-content) - [Frequently Asked Questions (FAQ)](https://portal.snapaddy.com/knowledge/crm-integrations?hsLang=en#frequently-asked-questions-faq) - [CRM System integration (Mapping)](https://portal.snapaddy.com/knowledge/crm-integrations?hsLang=en#crm-system-integration-mapping) - [Salesforce](https://portal.snapaddy.com/knowledge/crm-integrations?hsLang=en#salesforce) - [MS Dynamics 365 CRM](https://portal.snapaddy.com/knowledge/crm-integrations?hsLang=en#ms-dynamics-365-crm) - [SAP Sales Cloud](https://portal.snapaddy.com/knowledge/crm-integrations?hsLang=en#sap-sales-cloud) - [HubSpot CRM](https://portal.snapaddy.com/knowledge/crm-integrations?hsLang=en#hubspot-crm) - [Pipedrive](https://portal.snapaddy.com/knowledge/crm-integrations?hsLang=en#pipedrive) - [Sugar CRM](https://portal.snapaddy.com/knowledge/crm-integrations?hsLang=en#sugar-crm) - [Suite CRM](https://portal.snapaddy.com/knowledge/crm-integrations?hsLang=en#suite-crm) - [SAGE CRM](https://portal.snapaddy.com/knowledge/crm-integrations?hsLang=en#sage-crm) - [Close CRM](https://portal.snapaddy.com/knowledge/crm-integrations?hsLang=en#close-crm) - [weclapp](https://portal.snapaddy.com/knowledge/crm-integrations?hsLang=en#weclapp) - [snapAddy API](https://portal.snapaddy.com/knowledge/crm-integrations?hsLang=en#snapaddy-api) - [Zapier](https://portal.snapaddy.com/knowledge/crm-integrations?hsLang=en#zapier) - [snapAddy BusinessCards](https://portal.snapaddy.com/knowledge/snapaddy-businesscards?hsLang=en#main-content) - [Frequently asked questions (FAQ)](https://portal.snapaddy.com/knowledge/snapaddy-businesscards?hsLang=en#frequently-asked-questions-faq) - [First steps](https://portal.snapaddy.com/knowledge/snapaddy-businesscards?hsLang=en#first-steps) - [Export](https://portal.snapaddy.com/knowledge/snapaddy-businesscards?hsLang=en#export) - [Digital business cards](https://portal.snapaddy.com/knowledge/snapaddy-businesscards?hsLang=en#digital-business-cards) - [BusinessCards Quick Tips](https://portal.snapaddy.com/knowledge/snapaddy-businesscards?hsLang=en#businesscards-quick-tips) - [snapAddy VisitReport](https://portal.snapaddy.com/knowledge/snapaddy-visitreport?hsLang=en#main-content) - [Frequently Asked Questions (FAQ)](https://portal.snapaddy.com/knowledge/snapaddy-visitreport?hsLang=en#frequently-asked-questions-faq) - [Working with the VisitReport app](https://portal.snapaddy.com/knowledge/snapaddy-visitreport?hsLang=en#working-with-the-visitreport-app) - [Working within the VisitReport Dashboard](https://portal.snapaddy.com/knowledge/snapaddy-visitreport?hsLang=en#working-within-the-visitreport-dashboard) - [Export (CRM, PDF, Excel ...)](https://portal.snapaddy.com/knowledge/snapaddy-visitreport?hsLang=en#export-crm-pdf-excel) - [Inventory Data](https://portal.snapaddy.com/knowledge/snapaddy-visitreport?hsLang=en#inventory-data) - [Video instructions](https://portal.snapaddy.com/knowledge/snapaddy-visitreport?hsLang=en#video-instructions) - [E-Mail Integration](https://portal.snapaddy.com/knowledge/snapaddy-visitreport?hsLang=en#e-mail-integration) - [Meetings](https://portal.snapaddy.com/knowledge/snapaddy-visitreport?hsLang=en#meetings) - [VisitReport Quick Tipps](https://portal.snapaddy.com/knowledge/snapaddy-visitreport?hsLang=en#visitreport-quick-tipps) - [Questionnaire](https://portal.snapaddy.com/knowledge/snapaddy-visitreport?hsLang=en#questionnaire) - [snapAddy LeadResearch](https://portal.snapaddy.com/knowledge/snapaddy-leadresearch?hsLang=en#main-content) - [Frequently Asked Questions (FAQ)](https://portal.snapaddy.com/knowledge/snapaddy-leadresearch?hsLang=en#frequently-asked-questions-faq) - [Installation and Setup](https://portal.snapaddy.com/knowledge/snapaddy-leadresearch?hsLang=en#installation-and-setup) - [Working with contact data](https://portal.snapaddy.com/knowledge/snapaddy-leadresearch?hsLang=en#working-with-contact-data) - [Exporting the contact data](https://portal.snapaddy.com/knowledge/snapaddy-leadresearch?hsLang=en#exporting-the-contact-data) - [LeadResearch in Chrome & Edge](https://portal.snapaddy.com/knowledge/snapaddy-leadresearch?hsLang=en#leadresearch-in-chrome-edge) - [LeadResearch in your CRM System](https://portal.snapaddy.com/knowledge/snapaddy-leadresearch?hsLang=en#leadresearch-in-your-crm-system) - [Technical requirements](https://portal.snapaddy.com/knowledge/snapaddy-leadresearch?hsLang=en#technical-requirements) - [Microsoft 365 Integration (Outlook)](https://portal.snapaddy.com/knowledge/snapaddy-leadresearch?hsLang=en#microsoft-365-integration-outlook) - [Automation](https://portal.snapaddy.com/knowledge/snapaddy-leadresearch?hsLang=en#automation) - [snapAddy DataAgents](https://portal.snapaddy.com/knowledge/snapaddy-dataagents?hsLang=en#main-content) - [Frequently Asked Questions (FAQ)](https://portal.snapaddy.com/knowledge/snapaddy-dataagents?hsLang=en#frequently-asked-questions-faq) - [Installation and Setup](https://portal.snapaddy.com/knowledge/snapaddy-dataagents?hsLang=en#installation-and-setup) - [Workflows](https://portal.snapaddy.com/knowledge/snapaddy-dataagents?hsLang=en#workflows) - [Data Enrichment](https://portal.snapaddy.com/knowledge/data-enrichment?hsLang=en) [![sA Logo](https://portal.snapaddy.com/hs-fs/hubfs/sA%20Logo.png?width=120&height=29&name=sA%20Logo.png "sA Logo")](https://www.snapaddy.com) Haugerkirchgasse 7 97070 Würzburg Germany [Legal notice](https://www.snapaddy.com/en/legal/imprint.html) Copyright © 2025, snapAddy GmbH