Triggering Automation
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:
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
- The Endpoint is also available from the Properties window of the first task in your automation, under Other Settings.
- 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
- 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
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.
- Once setup, any webhook event triggered will trigger the automation for the connected user
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
- 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
- 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
- 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 [email protected].
