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Trigger automation configuration steps

This article provides a step-by-step guide on how to create and manage triggered automations within the platform.

Overview

The trigger configuration feature allows administrators to automate actions based on specific events within the system.

Creating a triggered automation

1. Start by logging into the platform using your administrator credentials.
2. Navigate to the settings area by clicking on the Settings option in the main menu.

3. Within the settings menu, find and click on the Triggered Automations button to access the Triggered Automations configuration page.
4. Click on the button Create Triggered Automation to start the process of creating a new Triggered Automation.

5. Configure trigger details:

  • Select trigger: Select the event that will trigger the automation. For example, "Case created" could be an event type that triggers an action when a new case is created in the system.
  • Name: Enter a unique name for your Triggered Automation. This name will be used to identify the trigger in the list of configurations.
  • Description: Provide a brief description of what the trigger does. This helps in understanding the purpose of the trigger at a glance.
  • Click Next.

  • Select action: Pick one if the available actions in the dropdown to specify what should happen when the trigger event is received, eg. “Post to Slack channel“
  • Select connector: Select from the available connectors that can perform this action, eg. “Slack connector for MyCompany notifications channel“.
  • Activate automation on Submit: Check the box if you want this trigger to be immediately enabled.

6. Save trigger configuration:

  • After filling in the details, Submit the configuration to activate the new triggered automation.
  • You can click on the  button to get a list of available variables that can be used to customise the payload.

Managing Triggered Automations

Once a Triggered Automation is created, it can be managed from the Triggered Automations configuration page.

  • Activate/Deactivate: Each trigger can be easily activated or deactivated with a simple Active toggle. This allows you to temporarily disable a trigger without deleting its configuration.

  • You can edit the details of an existing trigger by clicking on its corresponding edit pencil icon. This allows you to change the name, description, event type, or connector ID as needed.

  • Delete: If a trigger is no longer needed, it can be removed from the system by using the delete bin icon associated with that trigger.

Best practices

  • Unique Names: Ensure each trigger has a unique name to avoid confusion.

  • Descriptive Names and Descriptions: Use descriptive names and provide clear descriptions for each trigger to make it easier to understand their purpose at a glance.

  • Test Before Use: After configuring a new trigger, perform a test to ensure it behaves as expected before relying on it in a production environment.

Conclusion

The Triggered automation feature is a powerful tool for automating actions based on specific events. By following the steps outlined in this guide, administrators can effectively configure, manage, and utilize triggers to streamline operations and enhance the platform's functionality.

Cydarm connector and triggered automations video

 

 

For more detailed technical information please refer to our Cydarm API documentation.