Automations To Streamline App Updates

Automatically update sources or run Dataflows using a variety of Triggers.

What Are Automations?

Automations are Actions that are executed based on a Trigger event. For example, evaluate a Dataflow when a source is updated in a project.

Where Do I find Automations?

In the Dataflow Manager, navigate to the left menu and click on the Automations.

How Do I Create An Automation?

Click the + Create an automation button and fill in each section of the configuration page.

In the Automation Configuration you will need to complete the following steps:

  1. Name and describe an Automation.
  2. Select a Trigger.
  3. Select an Action.
  4. Enable the Automation.
  5. Run your first Automation.

Here's a short tutorial that breaks down each of the steps above.

1. Name and describe and Automation.

In the first section, type in a Name and a Description for your automation.

2. Select a Trigger.

Choose from the following four Triggers:

  1. Source Updated. Run an Automation when a source is updated in a Project.
  2. Time-Based. Run an Automation daily at a specified time.
  3. Manual. Run an Automation by clicking the Run Automation button.
  4. Webhook. Run an Automation when a webhooks is triggered. Currently supported for Procore.

Here is an example of setting up an Automation with the Time-Based Trigger.

Here's another example using the Source Updated Trigger.

3. Select an Action.

Choose from two Actions:

  1. Run Dataflow. Run a specific Dataflow in a specific Project.
  2. Import Data. Bring in data to a specific Project. Existing sources will be updated and new sources are created.

4. Enable an Automation.

After configuring your Automation, click on the Enable toggle on the top right. If you need to make changes to your Automation configuration, click on the toggle again to Disable it.

5. Run your first Automation.

All Automations except for the Manual option will run automatically once you Enable them. For Manual Automation, click on the Run Automation button.

How Do I Validate that Automations are Working?

In the Automations section, find an Automation and click the three dots on the right to open the menu options. Select View History to see if the Automation run status. There are three states:

  1. Queued. The Automation is in a queue.
  2. Processing. The Automation is running.
  3. Success. The Automation ran successfully.
  4. Failed. The Automation ran into an error.

For a Failed Automation run, click on the View Detailed Log option to see the error code associated with the failure. If your Dataflow keeps failing, we recommend creating a support ticket and pasting the chat's error code. Knowing the specific error code will help our engineers find a solution faster.