Modern organizations often need to synchronize workflow data between Jodoo and other systems. The “Workflow Change Push” feature makes this possible by automatically sending workflow updates—such as status changes, task updates, and CC actions—to a specified server in real time. Here’s how it works and how to set it up.
What is Workflow Change Push?
Workflow Change Push automatically sends updates to a designated server whenever:
The workflow status changes (e.g., a workflow is completed or closed)
Workflow tasks are updated (e.g., new tasks, tasks are processed, signed, or rolled back)
CC (carbon copy) notifications are generated
This ensures that Jodoo can seamlessly integrate with third-party systems, keeping data synchronized and up to date.
When Should You Use It?
This feature is ideal for scenarios where workflow information from Jodoo needs to be processed or tracked in external systems. For example, when a workflow is completed in Jodoo, the change can be pushed to an ERP, CRM, or custom business platform for further action.
How Does It Work?
Let’s take the example of a “Workflow Status Change” push. When an admin starts a workflow, Jodoo will automatically send this update to your specified server. The server can then process this data in real time, enabling instant integration between Jodoo and your other systems.
How to Set it up?
Step 1 Creating a Webhook
Go to Extension > Webhook in Jodoo, and click +New to create a new push event.
Step 2 Configuring the server
On the data push setup page, choose Custom Server as the target.
Enter the address of your server, based on your company’s integration needs.
After entering the server address, click Generate Secret. Jodoo will automatically create a secret key for secure communication.
Note:
Only custom servers are supported for workflow push events.
Step 3 Testing server connection
Once you’ve entered the server address and generated the secret, click Test Server Connection. Jodoo will attempt to connect to your server and display a confirmation if the connection is successful.
Step 4 Setting push type and events
When configuring the workflow push, select:
Push Type: Choose “Push on Workflow Changes”
Push Event: Choose the events you want to trigger pushes for:
Workflow Status Change: Pushes when the workflow status changes
Workflow Task Change: Pushes when tasks are created, processed, signed, or rolled back
CC Generation: Pushes when CC notifications are generated
After selecting your options, click Save.
How to View Push History?
After the data push is set up, you can view detailed logs by clicking Push History next to your push event. You can filter logs to see:
Failed pushes
Successful pushes
All push attempts
Note:
If a push fails, you cannot manually resend it. The system will automatically retry at intervals of 5 minutes, 15 minutes, 1 hour, and 2 hours.
The Workflow Change Push feature in Jodoo enables seamless, real-time integration with third-party systems. With a straightforward setup process and automatic retries for failed pushes, you can keep your external systems up to date without manual intervention. Use this feature to automate data synchronization and streamline your business processes!