By default, Third Party Integration profiles run immediately after a form is submitted. But sometimes your business requirements are such that you need to call a 3rd party process at a later date. That is when you would use this trigger action. For example, you may need to post to a 3rd party accounting system, but only after you review and change the status of a record to "approved". It is under those conditions that you would need to create a trigger to execute the 3rd party process.
- On the Trigger Actions panel, click "Add New Trigger Action". Depending on your starting point, you may need to select a profile, click "Edit Trigger Profile", and then click the Actions tab.
- Click "Execute 3rd Party Process" and click Next.
Note the description of this trigger and click Next. The "Run 3rd Party Integration Trigger Action" panel appears.
In the Action Name field, enter a descriptive name for this action.
- Click Edit Rule and use the standard Logiforms Rule screen to select one or more fields and their settings that determine when this action will be run.
- Click Next.
- In the Profile field, click to choose an existing 3rd party integration profile.
Click Finish. The Trigger Actions panel appears with the name of this action listed.
Click Finish to return to the Trigger Profiles panel or click "Add New Trigger Action" to add another action to this profile.
If you need to edit or delete a trigger action or profile, see Managing Triggers.