Allocadia modules
In an ÃÛ¶¹ÊÓƵ Workfront Fusion scenario, you can automate workflows that use Allocadia, as well as connect it to multiple third-party applications and services.
If you need instructions on creating a scenario, see Create a scenario in ÃÛ¶¹ÊÓƵ Workfront Fusion.
For information about modules, see Modules in ÃÛ¶¹ÊÓƵ Workfront Fusion.
Access requirements
You must have the following access to use the functionality in this article:
To find out what plan, license type, or access you have, contact your Workfront administrator.
For information on ÃÛ¶¹ÊÓƵ Workfront Fusion licenses, see ÃÛ¶¹ÊÓƵ Workfront Fusion licenses.
Prerequisites
To use Allocadia modules, you must have an Allocadia account.
Allocadia API information
The Allocadia connector uses the following:
Connect Allocadia to Workfront Fusion
You can create a connection to your Allocadia account directly from inside an Allocadia module.
- In any Allocadia module, click Add next to the Connection field.
- Select whether you want to use the North America server or the Europe server.
- Enter your Username and Password.
- Click Continue to create the connection and go back to the module.
Allocadia modules and their fields
When you configure Allocadia modules, Workfront Fusion displays the fields listed below. Along with these, additional Allocadia fields might display, depending on factors such as your access level in the app or service. A bolded title in a module indicates a required field.
If you see the map button above a field or function, you can use it to set variables and functions for that field. For more information, see Map information from one module to another in ÃÛ¶¹ÊÓƵ Workfront Fusion.
Triggers
Watch Record
This trigger module executes a scenario when objects of a specific type are added, updated, or both. The module returns all standard fields associated with the record or records, along with any custom fields and values that the connection accesses. You can map this information in subsequent modules in the scenario.
When you are configuring this module, the following fields display.
Connection
Actions
Custom API Call
This action module lets you make a custom authenticated call to the Allocadia API. This way, you can create a data flow automation that can’t be accomplished by the other Allocadia modules.
The action is based on the entity type (Allocadia object type) you specify.
When you are configuring this module, the following fields display.
https://api-na.allocadia.com/{version} or https://api-eu.allocadia.com/{version}.Add the headers of the request in the form of a standard JSON object.
For example, {"Content-type":"application/json"}
Workfront Fusion adds the authorization headers for you.
Add the query for the API call in the form of a standard JSON object.
For example: {"name":"something-urgent"}
Add the body content for the API call in the form of a standard JSON object.
Note:
When using conditional statements such as if in your JSON, put the quotation marks outside of the conditional statement.
Read Record
This action module reads data from a single record in Allocadia.
You specify the ID of the record.
The module returns any standard fields associated with the record, along with any custom fields and values that the connection accesses. You can map this information in subsequent modules in the scenario.
When you are configuring this module, the following fields display.
Connection
Create Record
This action module creates a record.
The module returns the ID of the record and any associated fields, along with any custom fields and values that the connection accesses. You can map this information in subsequent modules in the scenario.
When you are configuring this module, the following fields display.
Connection
Delete Record
This action module deletes a particular record.
You specify the ID of the record.
The module returns the ID of the record and any associated fields, along with any custom fields and values that the connection accesses. You can map this information in subsequent modules in the scenario.
When you are configuring this module, the following fields display.
Connection
Update Record
This action module updates a record, such as a line item, user, or column choice,.
You specify the ID of the record.
The module returns the ID of the record and any associated fields, along with any custom fields and values that the connection accesses. You can map this information in subsequent modules in the scenario.
When you are configuring this module, the following fields display.
Searches
Search Record
This search module looks for records in an object in Allocadia that match the search query you specify.
You can map this information in subsequent modules in the scenario.
You specify the type of the records you want.
When you are configuring this module, the following fields display.
Connection