While running projects, certain events such as receiving approvals, gathering requirements, experiencing delays in deliverables, or progressing in processes can be significant. If you want to streamline and automate the workflow involved in responding to these events, Rocketlane can assist you in doing so. 

By using HTTPS requests, Rocketlane empowers you to create a sequence of automated actions, such as project creation, task creation, and secure notifications to third-party systems for real-time updates. This ensures that you have a robust workflow in place, which can promote governance and automate crucial actions in your project management process. 

HTTPS requests can be used to automate business workflows triggered by events in projects, phases, tasks, and forms, applicable globally or within templates. It facilitates the building and testing of automation effectively.

First, let’s see what it takes to build a HTTPS request.

Name: Choose a relevant name (e.g., "Create project from form response").

Description: Provide a brief description of the request.

Note: Refer to API documentation for URL and body construction.

URL: Specifies the server resource's address and path.

Body: Transmits data from client to server, which is crucial for effective communication.

Header: Offers context and instructions for secure communication, including key-value pairs.

Common header functions include identification/authentication and content acceptance.

Parameters (Param): Key-value pairs in the URL or request body customize the request for accurate server processing, fostering dynamic client-server communication.

Let’s take an example to demonstrate https request automation: Set up a workflow to create a project when a form response is received from customers. Read more on setting up forms here.

To set up the automation,

• Navigate to your Templates, and select a template

• Click on the form that is to gather requirements from your customer

• To the right hand side, select the automations tab

• Start building the automation by clicking “add automation” button 

• Name the automation

• Select the trigger as “form response received” and add conditions if any.

• Select the action as “send https request”
  
  

To build the https request, (for example: Set up a workflow to create a project when a form response is received from customers.)

• Name the request as “Create project”

• Add an apt description

• Select the HTTPS method and construct the Url using API documentation

• Add the HTTPS payload to the body for example: 

  {
    "projectName": "{{Project->Company}} onboarding",
    "customer": {
      "companyName": "{{Project->Company}}"
    },
    "owner": {
      "emailId": "[email protected]"
    },
    "financials": {
      "contractType": "NON_BILLABLE"
    },
    "startDate": "{{Task-> Due Date}}",
    "sources": [
      {
        "startDate": "{{Task-> Due Date}}",
        "templateId": 191952
      }
    ]
  }

  
  

Note that you can use smart fills to add fields like due date, company and so on and retrieve the Template ID of the template you wish for the project to use from the Template URL.

• Refer screenshot for "Action block"
  
  

• Add the Header for example, add API key authentication and use your API key
  
  

• Setup params if any and save the HTTPS request
  
  

To test,

• Click on the test tab

• Click send near the Url
  
  
  
  If you receive any errors, reach out to [email protected] to troubleshoot further.

And, that is how you use https requests to automate your workflows. You can set up similar automations globally to run on all projects, phases, tasks and forms too.