What you need to know
- What is Dataflow Automation?
- What is an Action Object?
- Which Zerion Web Services are supported?
- Which other services are supported?
What is Dataflow Automation?
Dataflow Automation provides organizations Big Data capabilities including long term storage, data management, processing and integration without having to invest millions of dollars and a dedicated team. With Zerion Dataflows, centralize data throughout your organization and leverage your data in ways never imagined.
What is an Action Object?
A defining feature of the Dataflow Automation service is its ability to integrate with other services through a variety of mediums. These integrations are called Action Objects.
Please see below for an up-to-date list of the supported Action Objects.
Which Zerion Web Services are supported?
- Data Collector - There are two Actions associated with the Data Collector service.
- Data Collector (Record) establishes an integration where records are able to be added, updated, deleted, and assigned. Select the type of record action and corresponding form, then set up the field mappings.
- Data Collector (Option List) allows you to either add or update/add an option to a preexisting Option List by mapping the label, key value, sort order, condition value, and scoring.
- Reports - Map values to an already existing table or create a new table where column headings correspond to record properties. Then, use the table in Reports to create advanced views, charts, and dashboards.
- Documents - Choose from a created or uploaded template in Documents and map the record's properties to defined Merge Fields.
Which other services are supported?
- iFormBuilder - Similar to Data Collector, there are two Actions associated with iFormBuilder -- one to manage records and one to manage Optionlists. However, because the iFormBuilder environment is outside of ZWS, the environment must be set up in the Connection area.
Note: When importing a Dataflow with an iFormBuilder Action, the Connection must be made before import.
- SQL Server - After creating a Connection to the SQL Server, choose the type of operation for the Action (Add, Update, Update/Add, Delete, Replace) and map the appropriate fields.
- Email - Store credentials to an email server in a Connection and use it to send HTML-styled email templates.
- HTTP POST - A generic method of distributing a record in one of multiple data structures. This Action can be used to link one Dataflow to another by designating a second Dataflow's webhook as the endpoint URL.
- 3rd Party