Workflow

Connect to external services with Workflow Webhooks

HighQ Workflow Webhooks is designed to transform how you manage your workflows and data integration. This add-on capability allows system admins to configure workflow rules to automatically notify external services via API when changes occur in HighQ iSheets or files. This facilitates automated workflows and data synchronization across platforms such as Salesforce and Power Automate.
  • Automate and Synchronize:
     Simplify complex processes and improve workflow management by connecting HighQ with external services to automate and synchronize your workflows.
  • Real-Time Updates:
    Prevent data silos, and reduce inefficiencies with customizable workflow rules that trigger notifications based on conditions.
  • Secure Connections:
     Reduce risk and maintain compliance with industry standards by ensuring secure connections with robust authentication processes.
  • Take HighQ’s connectivity to the next level:
     Quickly connect HighQ to supported services, including Microsoft Teams, Salesforce, SharePoint and Power Automate.
Workflow Webhooks allow System Admins to use the Rule builder to notify an external service when a change has happened to a HighQ iSheet or file.
A system admin can add configuration to allow HighQ to connect to external services via an API.
Workflow Webhooks unlock the ability to sync or communicate with external services. As a system admin, set up your external services, then create Workflow rules that trigger when an iSheet record or file is created or updated. Use the webhook to notify services such as Salesforce or Power Automate to create, process, update and track your work over multiple products.

Set up process

The steps needed to set up external services are:
  1. Contact your HighQ representative to enable Workflow webhooks (‘Connect to external services’) on your instance
  2. Check the configuration of the external service (i.e. URL and authentication type)
  3. Configure the service in System Admin
  4. Create a Workflow rule with an External service action
Configure the service in system admin
Open
System admin
 from your Profile menu, then select
Connect External Service
:
" "
The
External Services
 window opens:
" "
Select
Add
 to open the
Add external service
 window:
" "
Add a
Name
 and
URL
 for the external service.
Authentication
Select the authentication type required.
Please check with your HighQ representative for specific configuration requirements. Webhooks supports OAuth2 or OpenURL.
Follow the instructions below for the appropriate authentication type.
OAuth2 authentication
Many services are authenticated through OAuth2, which allows the webhook to notify services such as Salesforce.
Select the
OAuth 2.0
 authentication type.
" "
Click
Add
 to validate and create the new service.
Header-based authentication (OpenURL)
If the service requires OpenURL for authentication, such as Power Automate, follow the instructions below.
Select the
Header-based Authentication
 authentication type.
An authentication key is automatically added to the
HighQ-Auth-Key
 field; either click
Generate key
 to create a random key, or enter your own key. This key is sent with each request to authenticate the service and must be configured in the service.
Click
Add
 to validate and create the new service.

Manage your external services

External services are shown in the
External Services
 list:
" "
Select the
More actions
 icon to see more options:
" "
  • Edit
     - open the
    Edit external service
     window to update the service configuration
  • Deactivate
     - set the status to
    Inactive
     - select
    Reactivate
     to change the status back to
    Active
  • Remove
     - delete the external service - note, you cannot restore a removed service
Creating a Workflow rule with an external service
After you configure one or more external services, a system admin can use the
Send to external service
 action in Workflow.
Add a new Action, either in a new or existing Rule.
The
Send to external service
 action is available for the
Add iSheet
,
update iSheet
,
Add file,
 or
Update file
 triggers.
" "
Add an action to a rule
In the Action tab, select
Send to external service
, then the name of the service created in System Admin:
Select any iSheet column IDs you want to include in the payload of your webhook from the dropdown of available columns. This enables you to make specific API calls for iSheet data once receiving the webhook notification.
Then
Save
 your rule.
Internal or External rules
To help manage your rules, you can see if a rule is
Internal
,
External
, or uses both actions (
Internal and External
) in the list of rules on your site.
The
Type
 column shows the type of action or actions:
" "
Workflow audit history
If you enable external services and the action is triggered, the Workflow audit history provides a
Send to external service
 filter in the list of
Actions
.
" "
The audit lists matching rules:
"A list of audit rules created from the Workflow audit history."
The
Triggering object
 column includes a link to the record or file that triggered the rule and if the rule
Failed
, the
Status
 column includes a link to further details for troubleshooting.
"Showing details of the audit trail with the error message, the API URL, and the Request information."

Support for external actions in Site templates

Workflow rules are supported when you Export or Import a Site template. However, rules with external actions are subject to some limitations.
Workflow rules that feature external connections are included in the exported template, however, if a template is imported to a
new
instance, a system admin must edit all rules that feature an external action to use the 'new' external service.
Rules with external actions are listed in the dependency report, below.
Export dependency report
If your instance has rules with external actions, you see this when you export a site template:
Please check the description, review your Workflow rules on the new site and update any external service configurations.

This article applies to:

  • Product: HighQ
  • Subject: Workflow

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