Triggers for Improvement Boards and Approval Boards

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

We’ll guide you through the process of creating a trigger and show you how to use it effectively.

How to Create a Trigger for an Improvement Board or an Approval Board #

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”.

1. On the “Scope” dropdown menu, select the trigger use case. Since we’re going to create a trigger for an improvement board or an approval board, select the improvement board or approval board to which you would like to add a trigger.
2. On the “What” dropdown menu, select “Call a Webhook” (currently, it’s the only available trigger type that we have for improvement boards and approval boards). We will provide an explanation of what you can do with a webhook in the guide sections 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 for an Improvement Board #

At the moment, the only trigger type that you can use for an improvement board 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:

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 an operator submits a ticket to an improvement flow that falls under this improvement board. Meanwhile, “When the active column of an issue changes” means that the trigger will be activated when an issue changes columns within an improvement flow – and the improvement flow falls under this improvement 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”.

Calling a Webhook for an Approval Board #

At the moment, the only trigger type that you can use for an approval board 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:

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 work instruction approval request is sent to an approval flow that falls under this approval board. Meanwhile, “When the active column of an issue changes” means that the trigger will be activated when an approval request changes columns within an approval flow that falls under this 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”.