Triggers

Explains how to set up triggers that initiate automated workflows based on specific events.

Introduction

Triggers are the catalysts that initiate an Autom within Autom Mate. They enable Automs to run automatically in response to specific events occurring in designated applications. Trigger events can be scheduled, such as daily, hourly, weekly, or set to occur when particular events occur, such as "a ticket is created by a VIP user," "an alarm is triggered by an ITOM application," or "a new order is created."

The primary purpose of Triggers is to automate the execution of Automs based on predefined conditions or events. They provide a seamless way to initiate processes, enhancing efficiency and reducing manual intervention.

Types of Triggers

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Webhook Trigger

The Webhook Trigger is a real-time event that connects applications with Autom Mate, initiating flows. Applications define the events and data to be sent, triggering Autom Mate via a webhook.

Key Features

• Each Autom has a unique Webhook URL.

• Applications send webhook triggers to Autom Mate with relevant data.

• Autom Mate does not periodically check for new triggers; events are sent by applications upon specific occurrences.

• Webhook URLs include an API Key, generated within Autom Mate.

How To Use

1

Obtain Unique Webhook URL

Access the unique Webhook URL assigned to each Autom to facilitate external trigger events.

2

Send Trigger Events

Applications use this URL to send trigger events directly to Autom Mate, initiating automation workflows.

3

Define Event Details

Specify the event details and the data that will be transmitted in the webhook trigger to ensure accurate processing within Autom Mate.

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API Trigger

API Triggers in Autom Mate allow external systems to initiate specific actions or workflows by making API calls directly to the platform. These triggers support dynamic integration, enabling real-time automation and process enhancements through direct system interactions.

Key Features

• Configurable endpoint URLs tailored for specific API calls.

• Supports various HTTP methods to accommodate different interaction types.

• Utilizes authentication mechanisms to ensure secure interactions.

• Custom Security Configuration configure security settings, including custom authentication requirements, for enhanced control and protection in workflows.

How To Use

1

Access the Triggers Interface

Go to the Triggers Interface and navigate to the API section within Autom Mate's trigger options. Select API Triggers to configure or create new triggers.

2

Create and Configure API Triggers

Copy the endpoint URL displayed for use with your HTTP method. For custom configurations, adjust security settings, including authentication. Define the specific actions or workflows to execute upon receiving the API call.

3

Deploy and Test

Test the trigger by sending a test API request. Monitor the response and make adjustments to ensure correct functionality.

Hint

The triggerHeader variable is now visible in the UI for webhook and API Automs. Similar to triggerParam, this variable is read-only and cannot be edited, ensuring consistent and secure use in automation workflows.

What You Should Know:

• The triggerHeader variable is pre-configured and does not require any user input.

• It functions as a system-provided value to streamline webhook and API Autom actions.

When an API request is triggered, if the request remains in-progress or if a retry occurs, the system will not send a response back to the origin of the request. Instead, the process will simply restart, and the request will continue without an immediate response.

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Email Trigger

The Email Trigger executes an Autom when a new email meets defined filters in a specific mailbox. Autom Mate periodically checks designated mailboxes for new emails, such as every 4 minutes or 10 minutes.

Key Features

• Supports POP3 and IMAP protocols for mailbox connection.

• Configure the Host Address, Connection Method (POP or IMAP), Port, and Interval Type (minutes or seconds).

• Define filter criteria, such as "From Address", "CC", "Email Subject", and "Email Description".

• Assign an array variable to store retrieved emails.

• The output of the Trigger Mail action stores each email in JSON format, including details like Id, Subject, Body, From, CC, Date, and Attachments.

• Supports OAuth protocols for mailbox connections, such as Gmail.

How To Use

1

Configure Email Trigger Settings

Set the email trigger by specifying the Host Address, Connection Method, Port, and Interval Type to control email monitoring.

2

Define Filter Criteria

Establish filters to activate Autom actions based on specific email attributes (e.g., sender, subject) to target relevant emails.

3

Assign Array Variable for Email Data

Create an array variable to store retrieved email data, enabling structured access to email information within your automation workflows.

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Scheduled Trigger

Scheduled Triggers execute Automs at specified days, times, intervals, or recurrence patterns, such as hourly, daily, weekly, or monthly.

Key Features

• Choose the Timing Type

  • Once Only: Define a specific Date/Time for the Autom to run.

  • Minute: Set a Start Date/Time, End Date, and minute intervals.

  • Daily: Specify a Start Date/Time and End Date for daily execution.

  • Weekly: Select specific days of the week and working times.

  • Monthly: Choose the month, specific days, and working times.

How To Use

1

Choose Timing Type

Select the appropriate Timing Type (e.g., fixed time, interval) to specify how often the Autom should run.

2

Define Schedule Details

Set a specific Date/Time, recurring intervals, or custom recurrence patterns to control the timing of the Autom execution.

3

Configure Scheduled Triggers

Finalize the setup by defining all scheduling criteria for precise automation timing, ensuring Automs execute exactly when needed.