Creating workflows for WebCheckout entities

Let Oomnitza be your single source of truth!

You'll get visibility of your users as data from WebCheckout is automatically transformed into consumable information and actionable insights.

Connect Oomnitza and WebCheckout in minutes

Get the information and insights that you need by creating configurable workflows for creating, updating, and retrieving entities such as assets, organizations, and users.

Before you start

 Creating workflows

Before you start

Before you create workflows, you need to have followed the steps in Adding your WebCheckout credentials to Oomnitza.

Creating workflows

Create user workflows

To create a user workflow, you must complete these steps:  

1. Click Configuration > Workflows 
2. Click Add  and select an object such as Users or Assets.
3. Drag and drop the API block onto the Sandbox.
4. Click Edit on the API block and enter WebCheckout in the search field. 
5. Select a preset:
   • WebCheckout Update Entity. Updates an entity name and description. You need to supply the existing entity name in the Entity Name field, along with the new name in the New Name field.
   • WebCheckout Create Entity. Creates a new entity. You need to supply the new entity name and the Resource Type ID.  The Resource Type ID is the ID associated with the Resource Type. For example, you might wish to add your new entity to the Hardware resource type which has an ID of 755142241. Refer to the Resource tab in your WebCheckout instance for further information. 
   • WebCheckout Get Entity by ID. Fetches an entity name by OID. You can retrieve your entity OID by running the user integration.
6. Enter the credentials you created in Adding your WebCheckout credentials to Oomnitza.
7. Your WebCheckout domain name is derived from the global variable you created in Adding your WebCheckout credentials to Oomnitza.
8. Select Advanced Mode.
9. Select the Body tab. Review and ensure that the properties referenced in this location, such as {{entity_oid}}, exists in Oomnitza and are populated with information before you run this workflow. You can create a user or asset integration to retrieve this information before you run this workflow.
10. Select the Response tab. You can access the complete response by inserting {{response}} in the Response field, and then selecting the Oomnitza field or variable that you want to map to. See Mapping positive and negative responses.
11. Click Save and connect the blocks
12. Edit the Begin block.
    1. From the Actions dropdown, select when your workflow is triggered. You can trigger workflows to run when a new record is added and when a record is edited or archived. You can also configure the schedule to run at a specific time by selecting Schedule.
    2. Optional. In the Rule criteria section, you can add a rule to trigger the workflow. For example, the Status is set to Active, or the Email address is [e-mail].
13. Validate the workflow and Activate it so that the workflow is live in your system.

Reference articles for workflows

• Mapping positive and negative responses
• Troubleshooting workflows 
• Using the API block