Integrations can be set up between Process Automation and Digital Services and a supported CivicPlus product or third party in order to send data to the selected product. These integrations will trigger when a form submission is either in draft mode or when a form has been submitted.
If you are pairing this trigger with any action that accepts a file (such as Web Central Document Center, Laserfiche, or SeeClickFix 311 CRM) the submission event file will be automatically moved to the document repository.
Setup Instructions
If needed, add Process Automation and Digital Services Credentials
Create a Simple Integration or an Advanced Integration with Automation
Note: The available fields will differ depending on the Action selected. Learn more about the Integration Options.
Environment: Enter the environment number for your Automation account. You can find this number at the end of the URL for your account while in the Forms tab.
Form: Choose a form that will trigger the integration
Filter: Choose what type of submission will cause the integration to trigger
Draft: All submission drafts will trigger the integration
Submission: Only submitted items will trigger the integration