Skip to main content

Automation

If you want to keep everyone in the loop, both inside and outside your organization, regarding certain customer-related events – like when customers kick-off or modify orders, reach out for assistance, flag risk incidents, encounter delivery hiccups, request training, or encounter subscription problems – you've got the power to set up notifications for that purpose. Furthermore, you've got the flexibility to ping another IT system by setting up a webhook.

Automation

Automation event​

The system consists of several different automation events. Events are occurrences within the platform, and it's your responsibility to configure their corresponding actions. Here are some examples of available events:

  1. Delivery Task Assigned: This event triggers when a delivery task is assigned within the system.
  2. Order Confirmation: When an order is confirmed, this event can be configured to initiate specific actions.
  3. Order Acceptance: This event occurs when an order is accepted within the platform.
  4. RISC Raised to Critical: In situations where the Risk (RISC) level reaches a Critical status.
  5. RISC Raised to Warning: This one activates when the Risk level is elevated to a Warning state.
  6. Training Course Assigned: This event is generated when a training course is assigned to users or employees.

Automation actions​

Automation can perform three distinct types of actions:

  1. Email: This action involves sending an email to a designated email address when a specific event occurs.
  2. Push: Here, automation triggers a push notification to a particular individual when a predefined event takes place.
  3. HTTP: In this case, an automation task initiates an HTTPS request to a specific URL when a certain event occurs.

Configuring automation rule​

Configuring an automation rule can seem a bit technical, depending on the type of action you're using, but, all in all, it's pretty straightforward.

Automation Rule

Steps to configure an automation rule​

  1. Navigate to Automation in the Account Settings.
  2. Click on New Automation.
  3. In the new pop-up window, provide a Title, select your desired Event, and choose the appropriate Type:
    1. If you've chosen the type as email, simply add the email addresses for notification.
    2. If you've selected push as the type, the push notification will automatically be sent to the relevant person.
    3. If you've opted for HTTP as the type, configure the URL and necessary Headers.
  4. Ensure that the automation rule is marked as Active.
  5. Finally, click on Save Changes.

The new automation rule should now appear in the list of automation rules.

You can easily enable, disable, edit, and remove the rule from the list of automation rules.