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Deploying workflows externally
Deploying workflows externally

Integrate Cassidy's workflow capabilities into external applications

Jake Rosenthal avatar
Written by Jake Rosenthal
Updated over a week ago

How to deploy workflows using different triggers and integrations

It is possible to deploy Cassidy workflows outside of the platform and integrate them with external tools. By leveraging various triggers and actions, you can create powerful automations that connect Cassidy with other applications. Here are some steps you can follow to deploy your workflows externally:

  1. Trigger the workflow: In your Cassidy workflow, use a webhook trigger. For example, when a user submits a form on your website, configure it to send a POST request to your Cassidy workflow's unique webhook URL. This will trigger the workflow to start. For more information about webhook triggers, read this article.

  2. Run action steps: In the workflow, take the inputs from the trigger and create a combination of actions to process them however you'd like. You can use actions like "Generate Text with Cassidy Assistant" or any other action available in Cassidy to manipulate and process the data.

  3. Send the response back: You have two options for sending the workflow's output back to your external application:

    • Use the "Send API Request" action to send the response back to your app or website via a webhook or API endpoint. This allows you to specify the exact URL, method, headers, and body of the request. For more information about Send API Request action, read this article.

    • In the webhook trigger, toggle on the "Return results from webhook" option . This will automatically return the workflow's output as the response to the incoming webhook request, without requiring an additional action.

By utilizing these steps, you can create seamless integrations between Cassidy and your external applications. This allows you to extend the power of Cassidy's workflow automation capabilities beyond the platform itself, enabling you to streamline processes and connect various tools in your technology stack.

Keep in mind that you can also use other triggers like the Slack trigger or the scheduled trigger to initiate your workflows based on specific events or predefined schedules, providing even more flexibility in how you deploy and integrate your automations.

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