4me Connector

The 4me Connector can be used to easily connect to the 4me GraphQL API, which automatically exposes the data and functionality of 4me through a single endpoint. This eliminates the need to redeploy the connector in case of API updates. As soon as the API is updated, the 4me Connector automatically adapts to these updates.

Best Practice: Workflows and Tasks

To ensure maximum traceability, automation recipes should always be triggered from tasks within workflows in 4me. A single task triggers a single automation recipe, and the result and output of the recipe are added as a note to the task. When the automation is successful, the automation task is completed. In case of a failure, the automation recipe can activate troubleshooting tasks or simply update the status of the task to failed. The manager of the workflow will automatically be notified by 4me.

Recipe Triggers

The recommended trigger for an automation recipe is using webhooks. The recommended Event for the webhook that will trigger the recipe is automation_rule. This allows the webhook to be triggered using automation rules in 4me. Automation rules provide maximum flexibility in determining when the webhook should be triggered and what is included in the webhook payload.

Connector Setup

The following input fields are mandatory when configuring the 4me Workato Connector.

Example

This example shows how to create a new recipe in the 4me Workflow Automator tiggered via an automation rule.

Create a new OAuth Application

Open the settings, search for OAuth Applications and create a new application.

The 4me connector only supports the client credential grant type.

Create OAuth Application

Define the scope and click Generate OAuth Application.

The client ID and client secret are needed to setup the connection.


Create a connection and recipe in the 4me Workflow Automator

Open the 4me Workflow Automator.

If the icon is not visible make sure to assign the 4me Workflow Automator specialist role.

Open 4me Workflow Automator

Create a new project and connection.

Create new connection 1

Search the 4me connector and enter all required information, including the client ID and client secret.

Create new connection 2

Create a new recipe in the previously created project and choose Trigger from an app and click start building.

Create new recipe 1

Select the 4me connector and choose the previously created connection.

The 4me Workflow Automator will generate the webhook URL.

Create new recipe 2

Copy the URL to create a new webhook in 4me.


Create a webhook and webhook policy

Create a new Webhook Policy and download the public key.

Create a new Webhook and assign the previously created Webhook Policy.

Webhook With Policy

Copy the Webhook identifier or nodeID.

Webhook nodeID


Update the recipe webhook information

In the 4me Workflow Automator enter the Webhook identifier, select the JWT algorithm and enter the Webhook Policy Public Key or HMAC secret.

Webhook With Policy

The Webhook identifier is used to route any incoming webhook to this recipe.


Define schema

It is possible, not required, to describe all properties delivered by the automation rule webhook.

Define Schema 1

This makes it much easier to reference them later in the recipe.

You can still reference them by name.

Define Schema 2


Webhook verification

The 4me connector will automatically process the webhook verification request.

In the event of any problems, you can take the following steps to manually handle the verification request for the webhook.