Build your first recipe

Recipes are automated workflows that connect your apps. Each recipe contains a trigger and one or more actions. When you start a recipe, it waits for a triggering event to run the actions.

The steps below build one recipe: when a case needs review, post a message in Slack.

Step 1: open Integration Studio and create a new recipe

Complete the following steps to create a new recipe:

• Go to your Dotfile console → Settings → Integrations → Integration Studio.
• Go to the Projects page.
• Select an existing project or click Create project to create a new one. A project named Integrations already exists, with a connection to the Dotfile connector.
• Click Create, and then select Recipe.
• Enter My first recipe in the Name field.
• Use the Location drop-down menu to select the folder where the recipe should be created.
• Use Trigger from an app as the recipe starting point, then click Start building.

Step 2: set up the trigger

The following trigger activates whenever a Dotfile case is open and needs review. Once the recipe is started, it watches for matching events in real time.

• Choose the Dotfile app within the connected apps and select an active connection.

• Set up the trigger's Events in the Setup stage.
• Choose Case.FlagsUpdated event in Events drop-down menu.
• Click the Set trigger condition toggle to trigger only opened cases
  • Locate the Dotfile case status datapill in the Recipe data menu under Webhook (Step 1 output) > Fields > Case > Status and map it to the Trigger data field.
  • Select contains in the Condition field.
  • Enter open in the Value field.
• Add a condition on for_review flag
  • Click on + under the first IF condition
  • Select AND operator
  • Locate the Dotfile case flags datapill in the Recipe data menu under Webhook (Step 1 output) > Fields > Case > Flags and map it to the Trigger data field.
  • Select contains in the Condition field.
  • Enter for_review in the Value field.

Step 3: connect to Slack

• Click + Add step, and then select Action in app.

• Search for and select Slack in the Choose an app search box.

• Search for and select Post message slack action.
• Set up your connection to Slack.
  • Define a Connection name.
  • Use the Location drop-down menu to select the folder where the connection should be created.
  • Click Connect and authorize access to your Slack account.

• Set up Slack message content.
  • Select Slack Channel on which the message will be sent.
  • Use Webhook (Step 1 output) > Fields > Case > Name to give Dotfile context with case name and Webhook (Step 1 output) > Fields > Context > Workspace > ID and Webhook (Step 1 output) > Fields > Case > ID build the case link to Dotfile console.

Step 4: save and start your recipe

• Click Save, then Exit.
• Click Start recipe. Your completed recipe should resemble the following screenshot:

📖 Learn more: Recipes documentation.