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Automation KT

Automation KT

Owned by Yashna Chhatwal (Unlicensed)
Last updated: Aug 18, 2021
2 min read

What is automation?

Automation is setting something up to run automatically. Automation is configured integration of two Apps.
An APP could be any web service or application. App Integration lets you interact with the Eshopbox platform to process data.

Automation is used to create your own workflow. Automation consists of multiple nodes.
A node could be of the following types:

  1. Trigger (required): Triggers are events that start (trigger) workflows.

  2. Filter: With filters, you set a specific condition and the Automation will only continue if it meets that condition.

  3. Formatter: Formatter is Eshopbox’s built-in utility tool for transforming text, numbers and other data into the format you need.

  4. Code step: Code step is a way to run small snippets of JavaScript as part of your Workflow.

  5. Action (required): An action is an event an Automation workflow performs after it is triggered.

Refer to Zapier demo for better understanding: https://www.youtube.com/watch?v=n28maNpQeUU

Before you start:

  1. Create your App: Creating an app is an important step to automate a workflow that connects your app with the Eshopbox platform.

  2. Configure authentication: Authentication allows Eshopbox access to an individual account in an app. 

  3. Configure Triggers: Triggers are how your app’s users can start automated workflows whenever they add or update something in your app.

  4. Configure Actions: Actions push or put new data into apps through API calls that pass data from user customized input fields.

Steps to create Automation

  1. Install your app on your workspace.

  2. Create a trigger Trigger Node .

  3. Create filter, formatter, or code step node if required.

  4. Create action Action Node according to the requirement.

  5. Turn ON the automation.



Reference doc:

Refer to zapier: What is a Zap?

Automation flow: Running an Automation

Code node creation flow: Code Node Creation Flow

Formatter Node structure: Formatter Node Structure

Examples : https://documenter.getpostman.com/view/4420537/TzsWt9pf

 

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