Click the tabs at the top of the page for the walkthrough on different tools.
This walkthrough will go over creating a workspace with the same base set-up each time.This is useful when you have common factors you re-create manually in every new workspace you create.For this walkthrough, the following manual steps are assumed to be done each time a workspace is created.
  • Three users are invited (and they have to manually accept the invitations).
  • Four custom tags are created.
  • An API token is created.
  • A webhook is created, with the same events listened to.
To automate all these steps, including accepting the invitations, start by making a new automation in your preferred tool. This automation will need a super-admin token for the first 2 requests, it is then able to switch to using the api-user token it created itself.