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Overview of Webhook Service - User Cases

Lily Page
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This article contains the following:

Here are some common business uses you'll be able to solve with integration hub:

  • Save FastDraft email attachments to your OneDrive, SharePoint, Dropbox or a CDE, or
  • Create a new outlook calendar event or reminder after 'critical' FastDraft events occur, or
  • Create a push or text notification for 'critical' FastDraft events to a distribution list of senior stakeholders, or
  • Create a new draft notification for FastDraft events based on triggers from FastDraft.

Automate Processes

The service can be used to power automations that support complex and unique project processes within FastDraft and other business systems, including accounting automation platforms, messaging applications, quoting/contracting solutions and more. These workflows save project teams significant time and help close more project issues, and deliver projects faster and safer by effectively facilitating the contract management process and highlighting priorities.

For example, the broadcast can be used to change a contract notice status in FastDraft or create a draft notice for a colleague in another system. Similarly, if a notice changes status, or a specific type of notice is raised, the broadcast service can trigger events in other systems such as sending an email or text message or dynamically generating a letter.

Business Intelligence and Analytics

The broadcast service can also pass a continuous stream of events directly to business intelligence and analytics platforms. Event-based data with AI machine learning aids in identifying the types of activities that are mission critical to successful project delivery, the ideal number of touches needed to close a project issue, and other actionable insights. It can also be used to fuel real-time commercial team performance dashboards.

Critical Alerts

Finally, the broadcast service can be used to generate critical alerts within FastDraft and external systems based on granular information in FastDraft, or other systems. For instance, Firehose can power a hot lead notification in Slack, or a reminder via push notification to schedule a meeting or make a call. 

What data can be synched?

In most cases, FastDraft sends data in the form of events. You can read more about the type of events we send in our webhook documentation. The broadcast service delivers a continuous stream of data from FastDraft in near real-time, enabling high volume data integrations and event-driven workflows within FastDraft or other third-party software systems. 

Broadcast service is designed around the concept of resources, such as a workflow notice, contract, projects, companies, people or attachments. The service is therefore broken down into endpoints for:

  1. Activities across all workflow events i.e. a new notice sent, new risks logged, etc.
  2. Activities against a user profile i.e. new account created or an update to an account
  3. Activities against contracts i.e. changes to templates
  4. Activities against projects i.e. new project set up or an existing project updated

The way those events are represented in third-party systems differs slightly, so please read the individual support article for the integration you're interested in using. 

FastDraft will generally broadcast all event activity when you turn on any integration, but some integrations allow you to customise or filter what actions are taken based on filtered event triggers. For example, you might wish to look out for "early warnings" using the workflows end point and filtered out only the risks logged that are classified as "high risk", so that you can create an email alert for "new high-risk events" i.e. a critical event alert.

Every resource has its own endpoint that is used to receive events for particular resource. Each response returns a limited collection of events. The client needs to iteratively call the endpoint in order to drain the event queue. 

This endpoint provides a stream of changes to FastDraft data. It doesn't retain any event history. If you need to back fill your application if it has been down for some time, use our Core APIs.

How do I activate an integration?

All integrations can be activated from your System Owner, from the system setting page on the system connectors page. In most cases, the integration requires only one click in order to be activated.

The connectors settings page lists your authorised connections and allows you to create new active connections, add a description and pause, reactivate and delete a connection.

The webhooks are a very powerful function of FastDraft but provide a broadcasting service which contains your commercial sensitive information, so the webhook keys should not be shared with anyone.

How do the integrations work?

On the connectors settings also provide an activity feed for events broadcast with date and timestamps and also event ID.

How do I know it's working?

On the connectors settings also provide an activity feed for events broadcast with date and timestamps and also event ID.

The broadcasts service will attempt to deliver the payload of event data for up to 5 times, if received an error from the receiving system. 

How quick these events are logged and appear in third-party services will vary depending on how the third-party system is configured, so some systems may have a bit of a delay before data trickles into those systems. We would recommend comprehensive testing is done of all integrations, before using on live systems.

Who do we have integrations with?

Standard Integrations

  • Automation Hubs
    • Microsoft Power Automation (currently 1,500 third-party software connectors)
    • Zapier (currently 6,000+ third-party software connectors)

Premium Integrations (coming soon)

  • Project Management
    • Asite
    • Aconex
    • Autodesk Build (ACC)
    • BIM 360
    • BIM 360 Field
    • BIM Track
    • Fieldwire
    • HCSS HeavyJob
    • InEight
    • PlanGrid
    • Procore
    • e-Builder (Soon)
    • eSUB (Soon)
    • Newforma (Soon)
    • PMWeb (Soon)
    • ProjectSight (Soon)
    • Viewpoint Team (Soon)
    • Viewpoint For Projects (Soon)
  • Accounting & ERP
    • Acumatica
    • Cheops
    • CMiC
    • COINS
    • Foundation
    • Jonas Premier
    • QuickBooks Desktop
    • QuickBooks Online
    • Sage 100 Contractor
    • Sage 300 CRE
    • Sage Intacct
    • Viewpoint Jobpac
    • Viewpoint Spectrum
    • Viewpoint Vista
    • Deltek (Soon)
    • JDEdwards (Soon)
    • Maestro (Soon)
    • Microsoft Dynamics (Soon)
    • Oracle NetSuite (Soon)
    • Textura (Soon)
    • Xero (Soon)
  • Cloud Storage
    • Box
    • Dropbox
    • Egnyte
    • Google Drive
    • OneDrive
    • SharePoint Online
    • Trimble Connect (Soon)
  • CRM
    • HubSpot
    • Pipedrive
    • Salesforce
    • Microsoft Dynamics (Soon)
    • TopBuilder (Soon)
  • Field Service
    • CompanyCam
    • Housecall Pro
    • ServiceTitan
    • Jobber (Soon)
  • Human Resources
    • BambooHR (Soon)
    • PeopleSoft (Soon)
    • Workday (Soon)
  • Pre-construction
    • Building Connected
    • HCSS HeavyBid
    • iSqFt (Soon)
    • SmartBid (Soon)
  • Scheduling
    • Primavera Cloud
    • Microsoft Project (Soon)
    • Primavera P6 (Soon)
  • Others
    • Power BI
    • Bluebeam (Soon)
    • Earthcam (Soon)
    • HammerTech (Soon)
    • Smartsheet (Soon)

Let us know which other tools you'd like to connect with FastDraft.

 

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