Case notifications

Whenever a case is created or updated, a case notification is generated. These notifications can be used to trigger a story.

🪄Tip

Configuring a case notification 

Case notifications work in conjunction with a webhook action from your story board. To establish a subscription, you must create a webhook action in a story, and then paste the URL to that webhook in your team's case settings.

Creating a webhook subscription 

  1. Create a webhook action in the target story

  2. Copy the webhooks URL (e.g. http://<tenant>.tines.com/webhooks/<path>/<secret>)

  3. Navigate to the desired Team

  4. Navigate to Cases > Case settings > Notifications and paste the webhook URL

Viewing the webhook subscription 

Once the URL is saved, a "go to webhook" shortcut is displayed and will take you to the story that contains the webhook action.

Receiving case notifications 

Now that your webhook subscription is configured, all case updates will be sent to that webhook. If subsequent actions are linked to the webhook, they will be run every time a case change occurs.

❗️Important

Notification triggers 

Nearly all changes to a case will result in a case notification. When viewing the event details from a case notification, the activity object will indicate what has changed.

Supported activity types 

A webhook event will occur for any audit log events related to cases, including case creation, comments, file attachments, tag updates, and case updates. Specifically, the following activity will generate an event:

ℹ️Info

Routing case notifications to specific stories 

Given only one webhook can receive a team's case notifications, you may want to route specific notifications to relevant stories. Use the trigger action to evaluate the activity_type and/or value of the case notification and route the event to a send-to-story (or other pathway) accordingly.

Updating the version of your webhook 

When Tines updated our cases API to v2.0, the resulting case notification payload also changed.

If your webhook action was created prior to April 30th, 2024 then be sure to make the appropriate payload key changes to any stories consuming events from the case notifications webhook:

  • The team_case key is now case 

  • Within this case  object the linked_team_cases key is now linked_cases

  • The team_case_action key (an item of timeline activity on the case) is now activity 

  • Within this activity object the action key is now activity_type

Once these changes have been made the case webhook notification version can be updated by selecting the checkbox to update the webhook version and saving the changes within the team notification settings.

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