Create automation

ModuleAutomations

Suggested profileAdministration

PermissionAUTOMATIONS: WRITE

StatusValidated

Objective

Configure a new automation rule that fires when a system action occurs and sends a request to the configured webhook.

Before starting

• Have AUTOMATIONS: WRITE.
• Have the destination webhook URL, validated and with CORS permissions if applicable.
• Define the action key and the associated service.
• Have clear the subset of fields that will be sent in the payload.

Step by step

1. Enter the Automations module from the side menu.
2. Click New automation.
3. The creation dialog opens. Enter:
   • Rule name.
   • Action key (system actions selector).
   • Webhook URL (destination endpoint).
   • Service (services catalog selector, if applicable).
   • Selected fields (subset of event fields).
   • Status (active or inactive).
4. Confirm with Save.

Expected result

• The rule is registered.
• If it is active, it will fire every time the action key is executed.
• The system shows a success message.

Pending: add screenshot of automatizaciones-crear-01-dialogo.png.

Common errors

Situation	What to do
The URL does not respond	Validate the endpoint and permissions before activating the rule.
The action key does not appear	Verify that the system action is active.
The rule does not fire	Verify that the rule is active and that the action is being executed in the system.

Suggested permissions

• AUTOMATIONS: WRITE.

Operational recommendations

• Validate the webhook in a test environment before activating in production.
• Document the URL, its purpose and the responsible person for the endpoint.
• Limit the selected fields to what is strictly necessary.

Relation with other modules

• Notifications: rules can work together with the notification system.
• Services: the service selector takes the values from the catalog.
• Audit log: the firings are recorded.