Create automations with Web triggers

You can create automations with event-listening Web triggers. Web triggers enable citizen or professional developers to run automations based on real-time event changes that occur in various SaaS applications.

You can create both user-based Web triggers and role-based Web triggers. Supported SaaS applications are:
  • GitHub
    Note: OAuth connection is not required for GitHub web triggers.
  • Google Calendar
  • Jira
    Note: Jira Web triggers supports only one subscription account.
  • Microsoft 365 Outlook
  • ServiceNow
    Note: ServiceNow web trigger does not require offline access authorisation or token scope for OAuth connection.

If you modify a specific role or add new users to the role, the Web triggers run the automation based on the role parameters that were configured when the web trigger was created.

Note: API Tasks for Web triggers are not supported.

Prerequisites

  • You must have a Bot Creator or Citizen Developer license.
  • You must have View my bots permission.
  • You must have all the EVENT TRIGGERS permission for the role.
  • You must have Check in and Check out permission on the folders of where the automation resides.
  • You must establish an OAuth connection before using them to build an automation. For more information, see Create OAuth connection.

Procedure

  1. Log in to your Control Room.
  2. Create or edit an automation.
    For more information, see Task Bots.
  3. Configure the required Web triggers in the Triggers section. Enter the required information based on the selected Web triggers.
    SaaS application Fields Description
    GitHub Listen to Events Select the event that must be tracked.
    Organisation Name

    For the GitHub Organization web trigger

    		 Enter the GitHub organization name.
    Repository Name

    For the GitHub Repository web trigger

    		 Enter the repository name within the GitHub organization.
    User profile

    For the GitHub Repository web trigger

    		 Enter the GitHub user profile.
    Select authentication type Enter the personal access token from GitHub.
    Note: Classic and Fine-grained tokens are supported.
    Google Calendar Listen to Events Select the event that must be tracked.
    Email Address Enter the email address of the Google account.
    Control room OAuth connection Click Pick to choose the OAuth connection.
    Jira Listen to Events Select the event that must be tracked.
    JQL query Enter the Jira search query.
    Control room OAuth connection Click Pick to choose the OAuth connection.
    Client secret to verify the received event Select the applicable client secret key, and then click Pick.
    Microsoft 365 Outlook Listen to Events Select the event that must be tracked.
    Email Address Enter the email address of the Microsoft 365 Outlook account.
    Mailbox folder Enter the applicable folder within the mailbox.
    Control room OAuth connection Click Pick to choose the OAuth connection.
    Certificate Select the applicable certificate, and then click Pick.
    ServiceNow ServiceNow URL Enter the host of your ServiceNow instance URL.

    The format for the host URL you enter is: https://your-domain.service-now.com.
    Event Type (Table) Enter the type of event that you want to use to trigger the automation.
    Listen to Event Select the event that must be tracked.
    Control room OAuth connection Click Pick to choose the OAuth connection.
  4. Optional: Add more triggers as required in the Triggers section.
  5. Add an appropriate action to the Drag an action here... section.
  6. Click Save to save the automation.
  7. Click Run > .Run with triggers to run the automation.