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Email Kickoff via Workfront Fusion

About Workfront Fusion

Workfront Fusion is a stand alone application that connects to your Workfront account.

Workfront Fusion is very powerful and can support custom HTTP requests which enables automation workflows to be created between Workfront and Stensul’s API.

The Fusion scenario builder is relatively intuitive, but takes some getting used to. Use the existing scenarios as templates to experiment with different functionality.

Brief Workflow: Workfront Task > Stensul Email

This Fusion scenario is a 6 step workflow that takes a brief from Workfront and uses the information in the brief to create an email in Stensul when the status of a task changes.

Step 1: Watch Field – This step is designed to simply watch a specific field (e.g. Status) of a specific object (e.g. Task).
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​Filter: This half step is designed to only progress the workflow IF the Status field in a Task matches a certain Status. (e.g. Build in Stensul)

Step 2: Read a Record – This step is designed to “read“ the fields of the task, that matches the above filtered status. In this case, the fields we are reading are for the brief (i.e. custom form) that we created in Workfront.

Stensul Brief/Custom Form

Step 3: API Authentication – This step is designed to execute an authentication request to the Stensul API using credentials created by the customer.

Step 4: Set Variable / Bearer Token – This step is designed to retrieve the Bearer Token generated by the authentication request in the previous step and set it as a variable to be used in the following API call.

Step 5: Create Email – This step is designed to create a new email in the Stensul instance based on the data collected from the brief in the previous step

Step 6: Update Task – This step is designed to update the task with the link of the newly created email based on information from the API call response.

Testing

  • Brief Workflow: Workfront Project > Stensul Email → Operates at the PROJECT Level in Workfront

  • Brief Workflow: Workfront Task > Stensul Email → Operates at the TASK Level in Workfront

To Test the TASK Workflow

  1. First, open any Project and create a Task. Ensure the Status is set to anything other than the trigger Status.

  2. Next, scroll down and locate the Stensul Brief form. If you do not see it, you may need to add it by selecting “Add custom form” in the top right corner.
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  3. Complete the Stensul Brief. The only required fields in the form are the Library and the Email name.
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  4. Once everything has been set up, update the status to “Build in Stensul“ and select “Save Changes“ in the bottom left corner.
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  5. Refresh Stensul and Workfront to see the update.

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