Event-Driven Automation

Workflow Engine

Automate any operation with Resgrid's powerful Workflow Engine. Subscribe to system events, transform data with flexible templates, and execute actions like sending emails, SMS, calling APIs, uploading files, and posting to Slack, Teams, or Discord—all without writing code.

Powerful Automation, Zero Code

The Workflow Engine turns Resgrid into a fully programmable platform. Connect your department's events to any downstream system with a visual, no-code configuration experience.

Event-Driven Triggers

Subscribe to over 25 system events including new calls, status changes, personnel updates, form submissions, and more. Workflows fire automatically when events occur — no polling, no delays.

Template Transformation

Use the powerful Scriban templating language to transform event data into any format you need. Access 100+ template variables with conditional logic, loops, and date formatting built in.

Multi-Channel Actions

Send emails via your own SMTP server, SMS through Twilio, post messages to Slack, Microsoft Teams, or Discord, call any REST API, and upload files to FTP, SFTP, S3, Azure Blob, Box, or Dropbox.

Automatic Retries

Configurable retry policies with exponential backoff ensure transient failures don't break your workflows. Set per-workflow retry counts and backoff intervals to match your reliability needs.

Full Audit Trail

Every workflow execution is recorded with per-step logs, rendered output, action results, timestamps, and error details. Monitor health with success rates, durations, and failure analysis.

Secure Credential Storage

Store SMTP, API, cloud, and messaging credentials with AES-256 department-scoped encryption. Secrets are never exposed in logs or API responses — write-only, encrypted at rest.

How It Works

Set up a workflow in minutes. No code, no complex integrations—just point, configure, and automate.

Step 01

Choose a Trigger Event

Select from 28 system events — calls created, personnel status changes, form submissions, and more. Your workflow activates automatically whenever the event fires.

Step 02

Design Your Template

Use the built-in Scriban template editor with syntax highlighting and 100+ available variables. Preview your output with sample data before going live.

Step 03

Configure Actions & Credentials

Pick one or more actions per workflow — email, SMS, API call, file upload, or chat message. Store credentials once with AES-256 encryption and reuse across workflows.

Step 04

Test & Activate

Test-trigger your workflow with sample data to verify the output. Enable it, and every matching event will execute your pipeline instantly via the async queue.

28 Event Triggers

Every important event in your department can kick off a workflow. Subscribe to exactly the events you care about and let automation do the rest.

Calls & Dispatch

  • Call Created

    A new call or dispatch is created

  • Call Updated

    An existing call is modified

  • Call Closed

    A call is closed or resolved

Personnel

  • Staffing Changed

    Personnel staffing level changes

  • Status Changed

    Personnel action status changes

  • User Created

    A new user joins the department

  • Assigned to Group

    User assigned to a group or station

  • Role Changed

    User role added or removed

  • Certification Expiring

    A certification is nearing its expiry date

Units & Resources

  • Unit Status Changed

    A unit's availability status changes

  • Unit Added

    A new unit or apparatus is created

  • Resource Order Added

    A mutual aid resource order is created

Scheduling & Shifts

  • Shift Created

    A new shift is created

  • Shift Updated

    An existing shift is modified

  • Shift Trade Requested

    A shift swap or trade is requested

  • Shift Trade Filled

    A shift trade is accepted and filled

  • Calendar Event Added

    A calendar event is created

  • Calendar Event Updated

    A calendar event is modified

Content & Records

  • Document Added

    A document is uploaded

  • Note Added

    A note is created

  • Log Added

    A log entry is created

  • Form Submitted

    A custom form is submitted

  • Message Sent

    A new message is sent

Training & Inventory

  • Training Added

    Training material is created

  • Training Updated

    Training material is modified

  • Inventory Adjusted

    Inventory quantity changes

  • Group Added

    A department group is created

  • Group Updated

    A department group is modified

Flexible Scriban Templates

Transform event data into any format. Use variables, conditionals, loops, and date formatting to craft the perfect output for emails, API payloads, Slack messages, or file content.

Example Template
template.scriban
Subject: 🚨 New Call #{{ call.number }} — {{ call.name }}

Hi {{ user.full_name }},

A new {{ call.priority_text }} priority call has been
created for {{ department.name }}:

  Incident:  {{ call.name }}
  Nature:    {{ call.nature }}
  Address:   {{ call.address }}
  Logged:    {{ call.logged_on | date.to_string "%m/%d/%Y %H:%M" }}

{% if call.is_critical -%}
  ⚠️  This call is marked CRITICAL
{% end -%}

— Resgrid Workflow Engine
100+ Available Variables

Department

{{ department.name }}{{ department.code }}{{ department.address.full }}{{ department.time_zone }}

Triggering User

{{ user.full_name }}{{ user.email }}{{ user.mobile_number }}{{ user.identification_number }}

Timestamp

{{ timestamp.utc_now }}{{ timestamp.department_now }}{{ timestamp.date }}{{ timestamp.day_of_week }}

Call (dispatch)

{{ call.name }}{{ call.nature }}{{ call.address }}{{ call.priority_text }}{{ call.state_text }}

Unit Status

{{ unit.name }}{{ unit.type }}{{ unit_status.state_text }}{{ previous_unit_status.state_text }}

Personnel

{{ staffing.state_text }}{{ status.action_text }}{{ previous_staffing.state_text }}

Variables are automatically populated from the triggering event. Common variables (department, user, timestamp) are available in every workflow. Event-specific variables are added based on the trigger type.

15 Built-In Actions

Each workflow step executes an action. Chain multiple steps together to build sophisticated multi-channel notification and integration pipelines.

Communication
Send Email

Send HTML or plain text emails via your own SMTP server. Configure To, CC, Subject, and use templates for the body.

Send SMS

Send text messages via Twilio to one or more phone numbers with templated message content.

Messaging Platforms
Microsoft Teams

Post messages or Adaptive Cards to Teams channels via incoming webhooks. Include titles, theme colors, and rich formatting.

Slack

Post messages to Slack channels via incoming webhooks with mrkdwn formatting, channel overrides, and custom usernames.

Discord

Send messages to Discord channels via webhooks with support for rich embed objects, avatar overrides, and username customization.

API Integration
API GET

Make HTTP GET requests to external APIs with custom headers and Bearer, Basic, or API key authentication.

API POST

Send templated JSON or form data to REST APIs via HTTP POST with full header and auth control.

API PUT / DELETE

Update or remove resources via HTTP PUT and DELETE requests to any external endpoint.

File & Cloud Storage
FTP / SFTP Upload

Upload generated files to FTP or SFTP servers with configurable remote paths and filename templates.

Amazon S3

Upload files to AWS S3 buckets with configurable keys, paths, and content types using your own credentials.

Azure Blob Storage

Upload files to Azure Blob Storage containers with auto-creation support and custom content types.

Box

Upload files to Box folders using JWT server-to-server authentication for unattended, long-lived access.

Dropbox

Upload files to Dropbox with OAuth2 refresh token support and configurable write modes (overwrite or add).

Ready to Automate Your Operations?

Start building workflows today. No coding required, no complex integrations. Just connect your events to actions and let Resgrid handle the rest.

28

Event Triggers

15

Action Types

100+

Template Variables

14

Credential Types