With the release of SI V13, we have made automation improvements to our API.
We have defined three use-cases for the logic involving automation export, as follows:
1- Always, automatically Export a project with “any statuses” to the default integration upon project check-in. This option will always export the project to the API upon project check-in, regardless of the project status. This scenario is for companies that are using Project Management Apps, which requires the project to be pushed as they are built/changed/approved/lost, etc… This will give a sense of real-time visibility on third-party integrations.
2- Always, automatically Export a project with “specific status(es)” only, to the default integration upon project check-in. This is similar to the use-case noted above, where multiple recurring pushes are setup. The difference is that only specific status(es) are selected.
3- Conditionally, automatically Export a project with “specific status(es)” to the default integration upon project check-in. The condition is, if the project status changes, export. If it doesn’t change, don’t export. As an example, this scenario would be for companies using third-party accounting apps, where they would specify a single status to export to their accounting app, and to only (automatically) push it once.