Once your users have connected their third-party app accounts, you can then connect data between your application and your users’ apps using Workflows.
Workflows consist of Triggers and Actions, allowing for seamless automation and data flow between applications.
With Workflows, users can easily implement common integration use cases such as pushing data from their application to users’ apps, receiving real-time updates through webhooks, and enabling non-technical teams to configure integrations without coding.
Here are some examples of Workflows for popular integrations:
Slack
Send notifications from your application to Slack channels.
Salesforce
Sync contacts from your application to Salesforce CRM.
HubSpot
Sync contacts between HubSpot and your application.
Google Calendar
Create events in Google Calendar based on events in your application.
The Workflow Builder simplifies the integration process, empowering developers to create seamless and efficient data flows between applications with ease.
All workflows start with a trigger, which determines when the workflow will run and how data is passed into the workflow. Triggers are setup in the Start Node of workflow. Available workflow trigger types include:
App Events are custom events that are sent from your application via the Cobalt SDK or API to trigger Workflows.
In general, App Events are useful for triggering workflows that map data from your application to your users’ apps. For example, you might send a Contact Created App Event from your application to trigger a Workflow that creates a matching contact in your users’ Salesforce CRM.
An App Event can be used to trigger multiple workflows. This is useful in cases where you may want the same event to trigger similar workflows across different integrations.
Default App triggers can be used to run workflows based on events in your users’ apps. For example, you might want to trigger a workflow whenever new contacts
are created in your users’ Salesforce account, to sync contacts to your application in real-time.
The Workflow API in Cobalt allows users to execute workflows programmatically instead of relying on event-based triggers. This API-based execution provides flexibility in triggering workflows directly through an API call.
Workflow actions helps you to create complex workflows. You can drag and drop them on the workflow canvas as nodes of a workflow, inter-connect
and configure them to achieve required flow. These actions can be broadly categorized as:
Cobalt supports 100+ third party applications on its platform. Users can connect to these applications through Cobalt to make use of their APIs.
When you select an application from the Apps list to create a workflow, you can find it’s Native node in the right panel along with the other actions. Drag and drop it on the workflow canvas to make use of the the application’s APIs supported by Cobalt.
Users can also make any custom API call to the selected application that is not available with Cobalt as an action using the HTTP request.
Simply setup the API in the node with all the required params like Method, URL, Request Body etc. and you are good to go.
Cobalt provides a default Incremental Sync action in all integrations. It lets you fetch new records added since the last sync, using a timestamp-based filter.
Configure an HTTP request to the integration’s API to get the list of items of the required object.
In the HTTP Request, also configure the timestamp filter based on the API’s requirement either in query params, headers or body, as required by the API of third party application.
You can schedule the workflow using a Schedule trigger depending on the frequency you want to sync records.
Based on the API Requirements, you are also required to select the Time Format of the timestamp that will be used as templating for filtering records. Following formats are available:
