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Workflows

Triggers

Modified on Thu, 07 Sep 2023 at 02:10 AM

The following triggers are made available as part of the CafeX Connector. Note that each trigger only occurs from workspaces that have the workflow associated with them, either directly or through their template.


Asset Added

The workflow will be executed when an asset of any kind is added to a workspace.

Asset Processed

Asset processing includes scanning and indexing. The workflow will be executed once processing is complete.

Asset Removed

The workflow will be executed when an asset of any kind is removed from a workspace.

Asset Updated

The workflow will be executed when an asset of any kind is changed in a workspace.

Meeting Ended

Triggered when a meeting ends in the workspace.

Meeting Participant Joined

The workflow will be executed when someone joins a meeting in an associated workspace.

Meeting Participant Left

The workflow will be executed when someone leaves a meeting in an associated workspace.

Meeting Started

Triggered when a meeting starts in the workspace.

Member Added

Adding a member to a workspace gives them access to the content and assets within. This workflow will be triggered when a new user has access.

Member Removed

The workflow will be executed when a user is removed as a member of workspace. This removes their access to the workspace’s content.

Member Role Changed

Member roles describe the user’s access permissions to the workspace content. The workflow will be triggered when a user’s permission to a workspace is changed.

Mini-App Record Created

Triggered when a new row in a Data Table is created. (Mini-App is a legacy name for Data Table)

Mini-App Record Deleted

Triggered when a new row in a Data Table is removed. (Mini-App is a legacy name for Data Table)

Mini-App Record Updated

Triggered when a new row in a Data Table is changed. (Mini-App is a legacy name for Data Table)

Workflow Invoked

The workflow will be triggered when an explicit request is received from a workspace - via the user clicking an action.

Workspace Created

Triggered when a new workspace is created. Provides the workspace details.

Workspace Deleted

Triggered when a workspace is archived. Provides the workspace details.

Workspace Updated

The workflow will be triggered when the meta-data associated with a workspace is updated.


Actions


The following actions are made available as part of the CafeX Connector.


Add a File to a Workspace

Add a file asset to a workspace identified by its ID. The file name and content must also be provided.

Add a Member to a Workspace

Allow a new user access to a workspace by providing its ID, their email and new role in the workspace. This will invite the user if needed.

Add an Asset to a Workspace

Add an asset, including an external linked asset to a workspace, e.g. an external link to Google drive.

Create a Meeting Invitation for a Workspace

Schedule a meeting in a workspace identified by its ID. The organiser, time and participants can be specified.

Create a Mini-App Record

Create a new row in a Data Table, specifying all field values. (Mini-App is a legacy name for Data Table)

Create a Workspace

Create a new workspace in CafeX, specifying the owner and the template to create it from.

Delete a Member from a Workspace

Remove access from a workspace for a specified user.

Delete a Workspace

Archive a workspace in CafeX.

Execute a Ruleset

Execute a Business Ruleset in the platform and retrieve the results.

Get Mini-App Records for a Workspace

Retrieve the list of rows from a data table in a specific workspace. (Mini-App is a legacy name for Data Table)

Get a File Asset’s content

Get the content of a file stored in a workspace as an asset.

Get a Workspace

Retrieve the workspace field values and members associated with a workspace.

Get a Workspace’s Assets

List the assets included in a specified workspace.

Get a Workspace’s Members

List the users that have access to a specified workspace.

Get an Asset

Retrieve the meta-data associated with a particular asset in a workspace.

Get Details of a Mini-App Record

Retrieve a specific single row from a Data Table in a workspace. (Mini-App is a legacy name for Data Table)

Get Details of a User

Get the meta-data associated with a specified user in the platform. 

Remove an Asset from a Workspace

Remove an asset (file/external) from a specified workspace.

Request Asset Approval

Mark a specified asset in a workspace as requiring approval from other members of the workspace.

Search Mini-App Record

Search for specified Data Table rows based on matching criteria. 

Send a Context Card to a Workspace’s chat

Send a predefined context card to a workspace filling in any optional data.

Update a Member’s Role within a Workspace

Change a user’s access level to a specified workspace.

Update a Mini-App Record

Set fields in a row in a Data Table. (Mini-App is a legacy name for Data Table)

Update a Workspace

Update the workspace field values associated with a specified workspace.




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