Advanced Trigger Processing

What is a Trigger?

Trigger is needed to nudge the recipe to wake up and look for business events to process.

Examples:

  • New contacts added in Google Sheets (327706)
  • New tickets in Zendesk
  • New Accounts in Salesforce – select action and object (331055)
  • Updated incidents in Servicenow

What are different types of triggers?

Examples:

  • Look for new cases created in the last 5 minutes – Poll (331055)
  • Salesforce notifying the recipe that an opportunity was updated – Realtime (479643)
    • A note about smart Webhooks (uses ping to sweep from last point)
  • Query every hour to find cases that match some criteria – Scheduled Search (493363)
  • Do something every hour – scheduler (95966) – Advanced option
  • Fetch in batches to process in bulk/batch – new batch 4797(57)
  • Callable recipes
  • Trigger from outside using http – API Gateway

What does a trigger return?

  • List of qualifying events are returned
  • The list is cached and handed to you one by one – each shows up as an individual job
  • Except when it is delivered as batch (479757)
    • Delivered in batches specified by the batch size
    • Pro – Reduces the number of jobs
    • Con – Reduces visibility into individual events being processed
  • Each successful job counts as a transaction. Failed jobs don’t count
  • Build a recipe to do the right thing – Optimizing for transactions may lead to a poorly built recipe that is inefficient.

How Triggers in Workato simplify the integration challenges:

  • Workato maintains pointer/cursor to last record processed
  • Smart de-duplication ensures the events are delivered atleast once and only once
  • In sequence delivery will present the events in chronological order
  • Guaranteed loss-less delivery ensures no events are lost even if apps or recipes are down

How to control what events get processed?

From : Time Machine

  • From parameter to pick up events from the past
    • Select from drop down list
    • By entering custom value
  • Once set and run cannot be changed
  • Only way out is to make a copy of the recipe and run again
  • Can create duplicates – it is a different recipe
    • Mark processed records in source
    • Search for records before adding

Trigger Condition to filter ‘good’ events

  • Only select events that match a certain set of values
  • Conditions can be a set of AND’s or OR’s. Can’t mix – Oh no!
  • Express complex conditions as a formula (Example)

Query based filter (hidden)

  • SOQL query for Salesforce
  • Query for Quickbase
  • Saved searches for NetSuite

Controlling the fields of interest (hidden)

  • Field list to limit what gets pulled and passed down

Choosing between polling and web hooks

  • Real-time is very important (Webhook)
  • Very few events (Webhooks)
  • Not super time critical and significant changes – Poll

 

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