Navigating, building and activating an automation is real simple. Everything you need to build and manage your automations is placed in the toolbar below.
This makes it easy to switch between options without leaving your primary build page
Here are some basic features you need while building out your automation:
See a quick video that shows how you can built your automation with APIs. The video covers 2 different use cases and implementation types (all in under 7 minutes).
Create a new automation or edit an existing one easily.
The first step is to set the Trigger (i.e. how will the automation be initiated), this is done by the Properties window of the first task.
Add an API to make the API call through Add Action.
Each API task added has optional advanced settings that allow you to:
Pathfix Automation allows you to use the data received from all your previous API calls in the current API call. This means, you can use this data in your next API call.
See example below, which shows how you can add the Xero customer data received in your Slack notification you send to your customer:
Once you have built your automation and added the APIs you want to connect, click on the Test and enable tab to run a test against all your API calls in the automation before you can Enable it. This is a mandatory step.
The entire automation will execute:
After testing has been completed, you can enable your automation by clicking the radio button. Please note, you will not be able to publish an automation without running the test automation first.
Need help? You can always reach out to our support team for any additional assistance at firstname.lastname@example.org.