Automations Actions

Automations Actions

Overview

There are four types of Automation Actions

1. Run Dataflow

2. Import Data

3. Configure Webhook

4. Export Data

1. Run Dataflow

Execute a selected Dataflow when a Trigger is activated.

1.1 Select a Toric Project.

1.2 Select which Dataflow to run.

Run Dataflow Options

2. Import Data

Create a source or pull the latest data from an integration.

2.1 Select an Application (i.e., integration).

2.2 Select one of your Configurations.

2.3 Choose which of your Toric projects to send the data to.

Import Data Options

2.4 Finally, select which data you would like to pull from your integration using the Source Options.

Import Data - Source Options

3. Configure Webhook

Use an Automation to configure a Webhooks in a third party integrations.

Note: Webhook configuration is currently supported for Procore Webhooks.

Webhook Options

Choose from one of two options following options

Webhook - Register or Unregister

4. Export Data

You could set up this Automation to Export Data to Azure Blob Storage or Google Drive.

Note: This Automation must be created before using the Run Export Automation node in a Dataflow.

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