Triggers & Steps

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Triggers

Here are the different triggers we support, at the moment:

inbound_sms : meaning when you receive a new incoming SMS on the specified subaccount.

inbound_chat_apps : meaning when you receive a new incoming ChatApps message on the specified subaccount.

http_request : generic trigger that can start a workflow via HTTP events like webhooks with any kind of payload (application/json). This is great if you want to trigger workflows from external systems. Example HTTP request to start your workflow:

curl --location -X POST 'https://automation.8x8.com/api/v1/accounts/:your_account_id/triggers/http_request?subAccountId=:your_subaccount_id' \' \
--header 'Content-Type: application/json' \
--data-raw '{
  "f1": "value1",
  "f2": 123456,
  "f3": false,
  "o1": {
    "nf1": "value1",
    "nf2": "value2"
  } 
}'

One workflow definition can only have one trigger, defining a trigger is mandatory.
You can create similar workflows with different triggers, if needed.

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Steps

Workflow definitions are collections of workflow steps. Every step must have an id and a step type. The id of the step must be unique within the workflow definition. Steps may have properties that can be set when you are creating a workflow definition (e.g. set a HTTP header for a HTTP request) or at runtime by the workflow using outputs (e.g. HTTP response code of a HTTP request).

Here are the different Steps we support:

  • SMS
  • ChatAppsMessage
  • HttpRequest
  • Wait
  • If
  • WaitForReply
  • VoiceMessage
  • WaitForDTMF


More details on each step:

Send an SMS :

SMS step allows you to send a message to a recipient as a SMS.

{
    "id": "step1",
    "stepType": "SMS",
    "inputs": {
        "subAccountId": "Test_12345_Sms",
        "destination": "+6512345678",
        "text": "Hello, world!"
    },
    "outputs": {
        "smsRequestId": "{{step.requestId}}",
        "smsUmid": "{{step.umid}}",
        "smsStatus": "{{step.status}}",
        "smsDescription": "{{step.description}}"
    },
    "nextStepId": "step2"
}
PropertyDescriptionType
idUnique id of the step.string
stepTypeStep type.string
inputsInput parameters for SMS request:

  • subAccountId: Sub account id to send the message from.
  • source: Source number (senderId).
  • destination: MSISDN to send message to.
  • text: Message body.

For information on all supported input options, refer to SMS documentation.
object
outputsProperties of the step to save to workflow execution context to use in other steps (Optional). Supported properties are:

  • requestId: Unique identifier of the HTTP request.
  • umid: Unique identifier of the message.
  • status: Status of the message request.
  • description: Descriptive message on the status of the message.

For information on all supported statuses please refer to our SMS documentation.
object
nextStepIdStep id of the next step to execute (Optional). If a next step id is not specified, workflow will terminate after this step.string

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Send a Chat Apps message :

ChatAppsMessage step allows you to send a message using 8x8 Chat Apps messaging API.

{
    "id": "step1",
    "stepType": "ChatAppsMessage",
    "inputs": {
        "subAccountId": "Test_12345_ChatApps",
        "user": {
            "msisdn": "+6512345678"
        },
        "type": "text",
        "content": {
            "text": "Hello, World!",
            "sms": {
                "encoding": "AUTO",
                "source": "SENDERID"
            }
        }
    },
    "outputs": {
        "requestId": "{{step.requestId}}",
        "requestUmid": "{{step.umid}}",
        "requestStatus": "{{step.status}}",
        "requestDescription": "{{step.description}}"
    },
    "nextStepId": "step2"
}
PropertyDescriptionType
idUnique id of the step.string
stepTypeStep type.string
inputsChat Apps message request parameters:

  • subAccountId: Sub account id to send the message from.
  • user: Recipient information.
  • type: Type of message.
  • content: Message content.

For information on all supported user, type and content models please refer to our Chat Apps documentation.
object
outputsProperties of the step to save to workflow execution context to use in other steps (Optional). Supported properties are:

  • requestId: Unique identifier of the HTTP request.
  • umid: Unique identifier of the message.
  • status: Status of the message request.
  • description: Descriptive message on the status of the message.

For information on all supported statuses please refer to our Chat Apps documentation.
object
nextStepIdStep id of the next step to execute (Optional). If a next step id is not specified, workflow will terminate after this step.string

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Make a HTTP request :

HttpRequest step allows you to make a custom HTTP request and consume its response. For HTTP requests with request data, automation currently supports application/json content type. Automation service will evaluate the dynamic request data at runtime, serialise the input body to json before sending the request.

{
    "id": "step1",
    "stepType": "HttpRequest",
    "inputs": {
        "url": "https://sample.api.com/newrecord/",
        "method": "POST",
        "headers": {
            "Authorization": "Bearer 4ff3987hf934hf3895b469dc0"
        },
        "body": {
           "property_1": 1,
           "property_2": "{{'umid: ' + data.umid}}", // dynamic field using javascript.
           "property_3": "{{data.receivedAt}}", // datetime field.
           "property_4": {
               "nested_property": "{{'msisdn: ' + data.source}}"
           } // Nested field.
          }
        },
    "outputs": {
        "httpCode": "{{step.responseCode}}",
        "httpReasonPhrase": "{{step.reasonPhrase}}",
        "httpResponse": "{{step.responseBody}}"
    },
    "nextStepId": "step2"
}
PropertyDescriptionType
idUnique id of the step.string
stepTypeStep type.string
inputsInput parameters for make HTTP request:

  • url: Url with the path parameters.
  • method: HTTP method like GET, POST, PATCH, etc.
  • headers: HTTP headers as an object (Optional).
  • parameters: Query parameters as an object (Optional).
  • body: Request body.
  • timeoutSeconds: Request timeout in seconds (Optional).

object
outputsProperties of the step to save to workflow execution context to use in other steps (Optional). Supported properties are:

  • responseCode: HTTP status code.
  • reasonPhrase: HTTP reason phrase.
  • responseBody: HTTP response body.

object
nextStepIdStep id of the next step to execute (Optional). If a next step id is not specified, workflow will terminate after this step.string

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Set a delay :

Wait step allows you to make the workflow wait for a specified period of time before executing the next step. For example, you might have a workflow triggered by an incoming message received outside of office hours and you may want to make the workflow wait till office hours to send an automatic reply.

{
    "id": "step1",
    "stepType": "Wait",
    "inputs": {
        "duration": "0.00:01:00"
    },
    "nextStepId": "step2"
}
β€ŽPropertyDescription
idUnique id of the step.string
stepTypeStep type.string
inputsWait step supports the following input parameters.

  • duration: time to wait before executing the next step (format: d.HH:mm:ss).

object
nextStepIdStep id of the next step to execute (Optional). If a next step id is not specified, workflow will terminate after this step.string

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If condition :

The if condition allows you to create multiple paths in a workflow. While you can use Branch step with just one branch to create an if condition, If step allows you to specify a conditional path more easily if you don't need complex branching.
In the below example, the two new properties for If are do and inputs.condition. If the inputs.condition evaluates to true, all the steps specified inside do will be executed.

{
		"id": "step1",
		"stepType": "If",
		"inputs": {
                "condition": "{{!isTimeOfDayBetween(data.payload.status.timestamp, '08:00:00', '17:00:00', 'Singapore Standard Time')}}"
		},
		"do": [
        [
            {
                "stepType": "HttpRequest",
                "id": "call_webhook",
                "nextStepId": "send_ca",
                "inputs": {
                    "url": "http://localhost:8080/mock",
                    "method": "GET"
                }
            },
            {
                "stepType": "ChatAppsMessage",
                "id": "send_ca",
                "inputs": {
                    "subAccountId": "Test_12345_ChatApps",
                    "user": {
                        "msisdn": "{{data.payload.user.msisdn}}"
                    },
                    "type": "text",
                    "content": {
                        "text": "Hello, world!"
                    }
                }
            }
        ]
    ]
}
β€Žβ€ŽPropertyDescription
idUnique id of the step.string
stepTypeStep type.string
inputsIf step supports the following input parameters:

  • condition: An expression that evaluates to true or false.

object
doSequence of steps to be executed if the condition in inputs evaluates to true.string

Wait for Reply :

The WaitForReply step type allows your workflow to pause till you receive a reply from an end user. For example, you can create a workflow which sends a message to an end user, wait for their reply and act based on various scenarios based content of the reply, for example.

If you have a workflow that that is waiting for a reply from user and the user replies, the automation service makes sure that the paused workflow resumes on their reply instead of starting new workflows of the same type.

{
    "stepType": "WaitForReply",
    "id": "step1",
    "inputs": {
        "from": "+6500000000",
        "channel": "whatsapp",
        "timeout": "00:05:00"
    },
    "outputs": {
        "reply": "{{step.reply}}"
    },
    "selectNextStep": {
        "success_step": "{{step.reply != null}}",
        "failure_step": "{{step.reply == null}}"
    }
}
β€Žβ€ŽPropertyDescription
idUnique id of the step.string
stepTypeStep type.string
inputsIf step supports the following input parameters.

  • from: Sender of the inbound message (or an expression that evaluates the sender). If you are waiting for a reply on SMS channel, wait on msisdn (data.payload.user.msisdn). If you are waiting on a chat apps channel, wait on channel user id (data.payload.user.channelUserId) (exact path depends on the MO version you are on.)
  • channel: Channel on which the sender should be replying. E.g. sms, whatsapp, viber, etc.
  • timeout: Wait timeout. If the user does not reply within this timespan, workflow continues to next step. Timeout parameter is optional. If not set, a system level default (usually one day) is used. Accepts a string in the format of β€œd.HH:mm:ssβ€œ. If you omit the β€œHH:mm:ssβ€œ part, timespan is interpreted as days. Examples: 1. β€œdurationβ€œ: β€œ1.6:30:15β€œ indicates 1 day, 6 hours, 30 minutes and 15 seconds. Examples 2. β€œdurationβ€œ: β€œ00:30:00β€œ indicates 30 minutes. Examples 3. β€œdurationβ€œ: β€œ5β€œ indicates 5 days.

object
outputsWaitForReply exposes the data in the reply in the in the property reply. You can save it to workflow context using step.reply and use it in a following step.array
selectNextStepStep selector for various outcomes.string

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Voice Message :

The VoiceMessage step type allows your workflow to send a Voice Message using 8x8 Voice API. For example, you can create a workflow which sends a voice message reminder to an end user.

As per the 8x8 Voice API, you can choose from 3 types of voice messages:

  • say: use text to speech to read your message to the end users
  • say&capture: use text to speech to read your message and allows to capture DTMF tone from the end users
  • playFile: play a recorded file to the end users
{
    "id": "step1",
    "stepType": "VoiceMessage",
    "inputs": {
        "subaccountId": "Test_12345_Voice",
        "clientRequestId": "myId123"
        "action": "say",
        "params": {
            "source": "+6500000000",
            "destination": "6500000000",
            "text": "Hello, world!",
            "repetition": 1,
            "voiceProfile": "en-US-ZiraRUS",
            "speed": 1
        }
    },
    "outputs": {
        "response": "{{step.response}}"
    },
    "nextStepId": "step2"
}
β€Žβ€ŽPropertyDescription
idUnique id of the step.string
stepTypeStep type.string
inputsInputs supported by Call step:

  • subAccountId: Voice enabled subaccount id
  • clientRequestId: Client message request id.
  • action: Call action. Allowed actions are say, say&capture, playFile. Refer to voice API documentation for more information.
  • params: Call parameters. Call parameters supported by voice api as documented in voice API.

object
outputsOutput properties supported by VoiceMessage step:

  • response: Response received from the voice API. Refer to voice API documentation for the exact response.

object
nextStepIdStep id of the next step to execute (Optional). If a next step id is not specified, workflow will terminate after this step.string

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Wait For DTMF :

The WaitForDTMF step type allows your workflow to wait for a user input (DTMF tone) after a Voice message step using say&capture action. Hence the WaitForDTMF step should be preceded by a VoiceMessage step.

Important thing to note about WaitForDTMF step is in how to choose the correlationId, which is what is used to correlate an inbound call with the wait for DTMF step.

correlationId is chosen based on clientRequestId (if present) or the uid in the DTMF response. Recommendation is to set a unique (per DTMF request-response transaction) clientRequestId in the Call that requests the DTMF response. For instance, you can use the uuid() function to generate a uuid for the client request id and use it as the correlation id (which is recommended by the voice team) or you can save the uid of the call response to workflow context and use it as the correlation id.

{
    "id": "step1",
    "stepType": "WaitForDTMF",
    "inputs": {
        "dtmfRequestId": "{{data.clientRequestId}}",
        "timeout": "00:02:00"
    },
    "outputs": {
        "dtmf": "{{step.dtmfData.actionDetails.dtmf}}"
    },
    "selectNextStep": {
        "dtmf_1": "{{data.dtmf == '1'}}",
        "dtmf_2": "{{data.dtmf == '2'}}",
        "dtmf_3": "{{data.dtmf == '3'}}",
        "invalid_dtmf": "{{data.dtmf != null && data.dtmf != '1' && data.dtmf != '2' && data.dtmf != '3'}}",
        "no_reply": "{{data.dtmf == null}}"
    }
}
β€Žβ€ŽPropertyDescription
idUnique id of the step.string
stepTypeStep type.string
inputsInputs supported by WaitForDTMF step:

  • dtmfRequestId: A unique identifier to correlate the DTMF response with DTMF request.
  • timeout: Wait timeout. If the user does not reply within this timespan, workflow continues to next step. Timeout parameter is optional. If not set, a system level default (usually one day) is used.
    Accepts a string in the format of β€œd.HH:mm:ssβ€œ. If you omit the β€œHH:mm:ssβ€œ part, timespan is interpreted as days. Examples:
    1. β€œdurationβ€œ: β€œ1.6:30:15β€œ indicates 1 day, 6 hours, 30 minutes and 15 seconds.
    2. β€œdurationβ€œ: β€œ00:30:00β€œ indicates 30 minutes.
    3. β€œdurationβ€œ: β€œ5β€œ indicates 5 days.

object
outputsOutput properties supported by WaitForDTMF step:
object
selectNextStepStep selector for various outcomes. (Alternatively, you can use nextStepId and point to a branch step and work from there.)string