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Create Workflows with Integrations

Create Workflows with Integrations

Streamline Quality with Automated Workflows

Meg Sinclair avatar
Written by Meg Sinclair
Updated over 3 weeks ago

This article guides you through creating automated workflows with your connected third-party applications.

Before you begin: Make sure you've connected Qualio with your desired applications. To learn more, see our article on Qualio Integrations.

Workflow Capabilities

What can you achieve with workflows?

Events:

  • Trigger Qualio events based on activities in external systems (e.g., a new conversation in Intercom creates a "Complaint" event in Qualio).

  • Keep Qualio event records updated with changes from connected apps (e.g., updates to an issue in Jira automatically update the corresponding Qualio event).

Design Controls:

  • Automatically sync data from external systems to your Qualio Design Controls (e.g., import requirements from Jira or test cases from TestRail).

  • Automatically initiate design control activities in Qualio based on events in external systems (e.g., a new issue in Azure DevOps triggers a design review in Qualio).

Creating Workflows

Qualio integrations allow you to automate actions within the following areas:

  • Events

  • Design Controls

Setup Your Workflow

  1. Navigate to Integrations & Imports: Go to Settings > Integrations & Imports.

  2. Select "Connect Data": Choose the "Connect Data" option to create a new workflow.

  3. Name Your Workflow: Give your workflow a Title.

  4. Select Source: Select the application you want to connect to Qualio (e.g., Jira, Salesforce, Intercom).

  5. Choose Your Destination: Select either "Events" or "Design Controls."

    • Important: For the Events feature, please make sure you've set a Default Owner in your Event Template. Need help? See Event Templates

    • You will see another option called “Resource Library”. Learn more about it in Qualio Resource Library

  6. Select Resource: From the dropdown select the specific resource in Qualio that you want the data to populate into.

    • If you selected "Events," then choose the event template you want to use (e.g., Complaints, CAPAs).

    • If you selected "Design Controls," then choose the type of design control element (e.g., Requirements, Test Cases, Risks).

  7. Configure Filters (Optional): Refine the data that triggers events or updates records by applying filters based on specific criteria in your external system.

  8. Map Fields: Match the fields from your external system to the corresponding fields in the chosen Qualio target.

  9. Verify and Create Workflow: Review a sample of the mapped data to ensure accuracy and then create the workflow.

Manage Workflows

After you've created automated workflows, you can view and manage them from the Integrations & Imports page.

Viewing Existing Workflows

  1. Navigate to Integrations & Imports: Go to Settings > Integrations & Imports.

  2. Go to the Connections Tab: This tab displays a list of all your active and inactive workflows.

  3. View Workflow Details: Click on a workflow's name to see its details, including:

    • Last Run data/time

    • Source application

    • Target template or element (Project)

    • Destination (Events or Design Controls)

    • Mapping

    • Filtering

Editing Workflows

  • Edit: Modify an existing workflow to change its configuration, such as filter criteria or field mappings.

  • Delete: Delete your workflow.

  • View Activity Log: Review the activity log for a workflow to see its sync history and any errors that may have occurred.

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