An integral aspect of Cobalt’s workflow automation is the ability to execute specific actions in response to triggers. These actions, also referred to as API Proxies or Custom Actions, allows your organization to integrate their services better with the workflows in Cobalt. These actions serve as the building blocks for creating dynamic workflows, allowing users to automate processes and streamline operations across different applications integrated into the Cobalt ecosystem.

API Proxies in Cobalt

Above image displays where you can find the API Proxy or Custom Actions that you have created and also the settings required to create a new API Proxy.

Creating an API Proxy

To create an API Proxy in Cobalt, the user needs to provide specific information detailing the desired behavior of the action. This includes the following steps:

1. Create Action

  • Click on the New Action button and provide a Name and Description for the API Proxy.
  • Click on the Create Action button.
  • The API Proxy is created and the next step will be to configure it according to your needs.
Create an API Proxy in Cobalt

2. Configuring the API Proxy

While configiring an API Proxy, there are 3 options that can be used to configure and make changes.

The Basic Information option can be used to update the name or the description of the API proxy.

Fields tab allows you to add and update fields for your Custom Action. These fields can be utilized to pass information between different steps within the workflow.

And the API Call tab is used to define the API call to be executed upon triggering the action, Specify the endpoint, HTTP method, and any required request parameters.

2.1 Adding a Field

  • To add a new Field, click on the Edit button in Fields and click on text to provide additonal details.
  • Information about the Field like Type of the field, Label, Placeholder, Description and whether the Field is Mandatory or not can be configured. Create an API Proxy Field

2.2 API Call Configuration

  • Click on Edit button in API Call.
  • Provide the API Request which needs to be executed in this Custom Action by providing the endpoint and selecting the Request Method.

API Request or endpoint can also have variables in it which can be added to the URL by using curly brackets.

  • Also provide other details for the API like Path or Query Params, Headers and any pre-request scripts and click on Save API Call.
Create an API Call for Custom Action

Utilizing the API Proxy in Workflows

Once created, API Proxies can be used in workflows for various applications within Cobalt. This means that one Custom Action can be executed in several workflows. Users can define trigger conditions that initiate the execution of these actions, enabling automated responses to specific events and facilitating end-to-end process automation.

Executing Action in a Workflow