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About this Article
This article provides an overview of the triggers and actions that can be used in Automations. It reflects the current functionality of Vendr integrations, particularly with Jira, and includes updates on known limitations and supported configurations.
Triggers
A trigger is an event that starts the automation. It could be anything from the status of a step changing, a document being uploaded, or a new request being created.
Automations can be built using the following triggers:
⚡ Document Uploaded
Description: Runs whenever a document is uploaded to a Vendr request.
How to use: Automatically notify team members or start a review process when a new document is added to a workflow request.
Configuration Settings:
Workflow Template: Only run when documents are uploaded to requests for this specific workflow template. If a document is uploaded to a request with a different workflow template, the trigger will not run.
Upload Specific Documents: Only run when documents are assigned with a specific document type. Document types are automatically set by Vendr using document image recognition. Standard and custom document types are supported.
⚡ Step Status Changed
Description: Runs when the status of a step in a workflow is changed.
How to use: Update stakeholders when a workflow step progresses, ensuring everyone is informed of the current status.
Configuration Settings:
Workflow Template: Only run on requests for this specific workflow template. If a document is uploaded to a request with a different workflow template, the trigger will not run.
Step: Only run on a specific step in the selected workflow template.
Status Changed To: Only run when the status of the selected step is changed from any value to the selected value.
⚡ Webhook Received
Description: Runs whenever you make an API request or send a webhook to Vendr.
How to use: Automate your processes in Vendr from an external system or tool.
Configuration Settings:
Vendr will automatically generate a webhook endpoint for your automation. Any time a POST or PUT HTTP request is made to that URL, Vendr will trigger this automation.
Test Request Requirement: You must first send a test request to the provided URL. This allows your automation to use any of the data fields passed into the JSON body of the webhook in subsequent actions.
Limitations:
Other HTTP methods like GET, PATCH, and DELETE will return an error and will not trigger your automation.
Your API request must include a body, and the body must be in JSON format.
Actions
⚡ Change Step Status
Description: Changes the status of a specified step in a workflow.
How to use: Automatically progress a workflow step after completing a prerequisite action or when certain conditions are met.
⚡ Send Webhook
Description: Sends a webhook to an external URL with specified data.
How to use: Integrate Vendr workflows with external systems by sending real-time updates or triggering actions in other tools.
⚡ Upload Document to Cloud Storage
Description: Uploads a document to a specified cloud storage service (Box, Google Drive, Microsoft OneDrive, Dropbox).
How to use: Automatically back up documents to a cloud storage service or share them with team members via their preferred platform.