Automate triggering of workflows when a CMS item is published
Automation & No-Code
This task covers building a no‑code automation that triggers workflows when a CMS item is published, enabling immediate downstream actions without custom code.
Who is this for?
Content operations teams, marketing teams, product teams, and developers seeking rapid automation without coding.
Before you start
Access to a CMS that publishes items, an automation tool with API connections, and permissions to create and test workflows.
General Process (How it works)
- Configure trigger Listen for the CMS item published event and capture item metadata such as id, title, slug, URL, author, publish_date.
- Authenticate connections Ensure the CMS and the automation tool have valid connections with required permissions.
- Define data mapping Map CMS fields to downstream actions fields.
- Add downstream actions Set up tasks to be created, notifications to be sent, or records to be updated in connected apps.
- Add conditional logic Optionally limit runs with filters (e.g., only for certain content types or statuses).
- Test the workflow Publish a test CMS item and verify all steps execute correctly.
- Error handling and retries Configure retry rules and alert channels for failures.
- Audit and monitor Enable logs and dashboards to monitor activity and outcomes.
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