website logo
⌘K
Introduction
Basic Overview
Automation Editor
Manual
Environments
API Editor
Design
Webhooks
Connections
Constants
Monitor Your Tasks
Security
Invite Users
Access Management
Webhooks Setup
Google Calendar Webhook
Microsoft Mail Webhook
Quickbooks Webhook
Slack V2 Webhook
Stripe Webhook
Square Webhook
Twitter Webhook
Xero Webhook
Zoom Webhook
Core APIs
Core API Functions
Core Multi
Core Bulk
Text
Number
List
DateTime
JSON
Web
Account Management
Manage Account
Analytics
Request APIs
Request Provider
Docs powered by archbee 

Triggering Automation

12min

Once you have built your Automation, tested and Published to Live, you will need to trigger the automation so it can execute all your APIs.

There are several ways to trigger an automation depending on your usecase:



Endpoint

Each Automation that is built will have a unique Endpoint associated with it. In this method, you will call the endpoint from your application with the relevant data and the automation will pick up the data from your call and trigger the automation.

This is the most common method of triggering an automation. Here is a sample on how you can trigger your automation using this method:

Scenario: You are updating Google Sheets rows with data sent from your app



  • Once you have built your Automation, copy the Endpoint from the Test and Publish page



Document image

  • The Endpoint is also available from the Properties window of the first task in your automation, under Other Settings.



Document image

  • Enter the JSON you will be sending from your app into the first task of the automation. This JSON can have any information you wish to use as part of your automation
  • If you are triggering the automation for your connected users, make sure you send the user_id field in the JSON



Document image

  • The API call will need to be made to the Endpoint of the automation. Once sent, the automation will trigger and action the data that is sent



Webhook

An Automation can be triggered based on webhook event of a connected account. This method is only available for accounts that use Pathfix OAuth for their user authentication and will trigger for all your connected users.



  • Setup the provider webhook configuration as shown in the documentation here



Document image




  • Once setup, any webhook event triggered will trigger the automation for the connected user



Scheduled

Once an automation has been designed, it can be triggered based on a schedule

  • Select the first task and on the Properties window, scroll down to the Schedule section



Document image




  • Select the schedule you would like to trigger for the automation
  • Choose from every few minutes to once everyday and select the time for the schedule



Document image




  • Complete the build of your automation with the APIs and tasks as you want
  • Click on Test and Publish to run a test and publish your automation to live



Document image

  • Once the automation is Published to Live, it will be enabled and will run according to the schedule set





Need help? You can always reach out to our support team for any additional assistance at support@pathfix.com.

Updated 19 Apr 2023
Did this page help you?
Yes
No
PREVIOUS
Create New Automation
NEXT
Import/Export Automation
Docs powered by archbee 
TABLE OF CONTENTS
Endpoint
Webhook
Scheduled