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Triggers for Continuous Improvement Issues and Approval Requests

Azumuta Support
Updated

In Azumuta, triggers serve a wide variety of functions. On this webpage, we’ll focus specifically on using triggers for:

  1. All continuous improvement issues in your workspace
  2. All approval requests in your workspace
  3. All continuous improvement issues and all approval requests in your workspace

At the moment, you can’t use a trigger for one specific issue or one specific approval request.

How to Create a Trigger for All Continuous Improvement Issues/Approval Requests/Both Categories in Your Workspace

  1. Click on “Settings” under “Management”.
  2. Click on “Triggers” under “Integrations”.
  3. Click on the yellow plus button.
  4. Fill out the available fields. We will provide an explanation for each field below the video.
  5. When you’re done, click on “Add”.

docs how to create a trigger for an article category

  1. On the “Scope” dropdown menu, select the trigger use case. Choose either “All continuous improvement issues” / “All approval requests” / “All issues” (for all continuous improvement issues and all approval requests in your workspace).
  2. On the “What” dropdown menu, select “Call a Webhook” (currently, it’s the only available trigger type that we have for this use case). We will provide an explanation of what you can do with a webhook in the guide section below.
  3. On the “When” dropdown menu, select the occurrence that will activate this trigger.
  4. The “Attributes” dropdown menu will display additional configuration options for this trigger. They will only appear once you’ve filled in the “What” and “When” dropdown menus.
  5. If needed, you can write additional notes for this trigger.
  6. When you’re done, click on “Add”. However, if you would like to cancel it, click on “Cancel”.

Calling a Webhook

At the moment, the only trigger type that you can use for this use case is calling a webhook. Whenever the occurrence determined on the “When” dropdown menu occurs, our platform will automatically call a webhook.

A webhook is a tool that’s used to send and receive data across multiple platforms. If you would like to learn more about webhooks and how you can use them, please contact us via support@azumuta.com – we’d be happy to assist you.

Please have a look at the image below to see the possible configuration option for this trigger type:

docs calling a webhook for issues 1

  1. On the “What” dropdown menu, select “Call a webhook”.
  2. On the “When” dropdown menu, select the occurrence that will activate this trigger. “When an issue is reported” means that the trigger will be activated when a ticket / an approval request is submitted. Meanwhile, “When the active column of an issue changes” means that the trigger will be activated when an issue moves columns within an improvement board / an approval request moves columns within an approval board.
  3. The “Attributes” dropdown menu contains the configuration options for this trigger. To learn more about webhooks and how to use them, please contact us through the support@azumuta.com email.
  4. If needed, you can write additional notes for this trigger.
  5. When you’re done, click on “Add”. However, if you would like to cancel it, click on “Cancel”.