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Getting your data is easy with Toric’s integrations. Read on for a step-by-step guide to configure an automation for Integrations. We’ll explore the general settings to create an Automation and like to articles that focus on the Setup for each integration.
Automations are Actions that are executed based on a Trigger event. For example, evaluate a Dataflow when a source is updated in a project.
In the Dataflow Manager, navigate to the left menu and click on the Automations.
Click the + Create an automation button and fill in each section of the configuration page.
In the Automation Configuration you will need to complete the following steps:
To access Integrations as a source in Automations, you need to create a configuration first. Before moving forward to the next step, make sure you have configured your integration. Read on her for an Intro To Integrations.
Click the purple + Create an automation button to get started. You will be redirected to a new page.
In the section, enter a Name and Description for your automation. We suggest giving a unique name that does not match existing automation to avoid confusion within your team.
Next, you will need to select from one of four Triggers
Select actions in four easy steps
The options in the Action section will depend on the action selected. Select one of the following options:
For Run Dataflow you will need to select a Project and which Dataflow you would like to execute.
For Import Data, you will need to configure and integration first (link to page). Then select the application and the configuration. Next choose the destination project which is where the new data will be sent. Finally select which data you would like to pull fro your integration using the Source Options.
Select the integration you would like to pull from
Select the a configuration from step 1.
Where you want to execute the action.
These options may vary depending on the integration.Check the bottom of this article to find
Make sure your automation is Disabled while you make changes. Once your changes are complete, click the toggle on the top right to Enable the automation again and let it work.
You could use the Manual option to test an automation action pulls. Once you confirm that your Automation works you could change the type of Trigger to one of the four options in Step 4.
For all Automations other than the manual option, the Automation will run as soon as your toggle to Enable.
Check Automation runs from the Automation History tab. Click on an automation, then click on the History tab. Scroll down to find each automation run.
Reach out 😀. We’re constantly adding Integrations to other great software tools. To make a request, write to us using the in App chat or at support@toric.com.
