This article covers the steps necessary to set up, build, and configure the Apps, Trigger, and Actions of a Recipe.
Recipes are a set of steps that GoCanvas Integrations will follow to automate work between your cloud and on-premise softwares.
GoCanvas Integrations is a paid feature that is only available after payment and activation for your account. Until activation, Admins will see the page stating that the feature is "Coming Soon." Please contact your Account Representative, submit a request to Sales, or submit a ticket to Support if you would like to add it to your account.
Recipes
Recipes support advanced app integrations and business automations, including complex data transformations, conditional triggers and actions, and duplicate detection.
Every Recipe uses three building blocks: Apps, Triggers, and Actions.
Apps
The various applications that record different events.
Examples include GoCanvas, Salesforce, and QuickBooks.
Triggers
The first step in a Recipe, this event will initiate the integration to complete actions automatically and can be originated from GoCanvas or another third party application.
Examples include a submission, a new contact, and new Reference Data.
Actions
The series of event outcomes that we want to accomplish from the triggered event.
Examples include a Dispatch created in GoCanvas, an invoice is created in QuickBooks, or a contact is updated in Salesforce.
Set up your Recipe
Before you start building, you will Name the Recipe, determine its Location, and Pick a starting point.
- In the left navigation, click Integrations.
- In the upper-right corner of the defined Projects area, expand Create and select Recipe.
- In the New Recipe dialogue box, enter the Recipe Name.
- Expand Location and select a Project, Folder, or + New Project to create a new one.
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Choose a starting point from the following options:
- Trigger from an app
- Run on a schedule
- Trigger from a webhook
- Manage other recipes
- Build recipe function
- Build an API endpoint
- Build a Slack bot command
- Click Start building.
Build your Recipe
Once the Recipe editor is open, we will determine the Apps, Triggers, and Actions of this Recipe.
- In the left panel, search and select the App that will originate the Trigger.
- In the left panel, select one of the available Triggers.
- In the left panel, choose an existing Connection or enter the fields for a new one:
- Connection name
- Username
- Password
- Web Site
- Complete the required fields for Setup:
- App-specific fields that will vary for each step
- Turn on Set trigger conditions if there are specific conditions that would initiate the Trigger
- In the center of the Recipe editor, click the + to Add step.
- Select one of the available Actions:
- Action in an app
- IF condition
- IF/ELSE condition
- Repeat action
- Call function
- Stop job
- Handle errors
- In the left panel, complete the fields that are specific to the Action chosen.
- Repeat step five through 7 as many times as is needed to build your Recipe.
- In the upper-right corner of the editor, click Save.
- Test the Recipe to confirm everything is configured correctly.
- Click Exit to close the Recipe editor.
- In the upper-right corner of the defined area, click Start Recipe.
To learn more about GoCanvas Client Engagement Services, please contact your GoCanvas Account Representative, submit a request to Sales, or submit a ticket to Support.
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