Automation & Integration

Overview #

Corcava’s automation and integration system provides specific notification and workflow features that connect your project management activities with external communication platforms. Based on code analysis, the system focuses on task completion notifications and board-level automation rather than complex workflow automation.

Understanding these automation features will help you stay connected with your team through external platforms and maintain awareness of project progress.

Board Automations – Automated Actions Based on Task Movements #

Automation Types Available #

Task Completion Automations:

The system provides two specific automation types triggered when tasks are moved to “Done” columns:

1. Task Done Slack Notifications (TYPE_TASK_DONE_SLACK):

Trigger – When task is moved to column marked as “Done”
Action – Sends notification message to configured Slack channel
Message – “The [task name] has been moved to the Done column”
Configuration – Board-specific, one automation per board
Requirements – Slack integration must be connected

2. Task Done Telegram Notifications (TYPE_TASK_DONE_TELEGRAM):

Trigger – When task is moved to column marked as “Done”
Action – Sends notification to configured Telegram chat
Message – “Task [task name] is done”
Configuration – Board-specific, requires Telegram bot setup
Requirements – Telegram automation connection established

Automation Configuration #

Setting Up Automations:

1. Open Board – Navigate to any project board 2. Click “Automations” – Access automation modal from board header 3. Choose Automation Type: – Daily Report – Automated daily progress summaries – Task Done – Notifications when tasks are completed 4. Configure Platform: – Slack – Select channel and connect Slack integration – Telegram – Set up bot connection and select chat 5. Save Configuration – Automation becomes active immediately

Automation Management:

Board-Specific – Each automation is configured per board
Single Instance – Only one automation of each type per board
Override Behavior – New automation replaces existing one of same type
Team-Based – Automations belong to team, not individual users

Automation Limitations #

What’s NOT Implemented:

❌ Complex Workflow Rules – No conditional logic or complex triggers
❌ Multi-Step Automations – Only single-action notifications
❌ Column-Specific Rules – Only “Done” column triggers supported
❌ User-Specific Automations – Only board-level automations
❌ Time-Based Triggers – No scheduled or time-based automations
❌ Custom Actions – No custom automation actions beyond notifications

Slack Integration – Team Communication Platform #

Slack Connection Features #

Slack Integration Setup:

1. Connect Slack – Use “Connect Slack” button in automation modal 2. OAuth Authentication – Standard Slack OAuth flow for secure connection 3. Channel Access – System retrieves list of private channels 4. Token Storage – Slack token stored in team settings

Available Slack Features:
Task Completion Notifications:

Automatic Messages – Notifications sent when tasks reach “Done” column
Channel Selection – Choose specific Slack channel for notifications
Message Format – Standard message: “The [task name] has been moved to the Done column”
Board-Specific – Configure different channels for different boards

Daily Report Automation:

Configuration Available – Interface exists for daily report setup
Implementation Status – Backend implementation may be limited
Channel Selection – Choose target channel for daily reports
Board-Based – Reports specific to individual boards

Slack Integration Implementation #

Technical Details:

API Integration – Uses Slack Web API for channel listing and messaging
Private Channels – Currently configured to access private channels only
Slack Integration – Professional Slack communication system
Event Listeners – TaskDoneSlackNotification listener handles task completion
Error Handling – Comprehensive error logging for Slack API issues

Slack Integration Benefits:

✅ Real-time Notifications – Immediate alerts when tasks are completed ✅ Team Awareness – Keep team informed without checking project boards ✅ Channel Organization – Route notifications to appropriate team channels ✅ Professional Integration – Standard Slack OAuth and API integration

Telegram Integration – Bot-Based Communication #

Telegram Bot Features #

Telegram Manager Bot:

The system includes a Telegram bot for task management and notifications.

Bot Capabilities:
Task Creation via Bot:

Text Input – Create tasks by messaging the bot
Board Selection – Specify target board by name or ID
Automatic Placement – Tasks created in “To Do” column automatically
User Attribution – Tasks created by authenticated Telegram user

Bot Commands:

/start – Initialize bot interaction
/board – Specify target board for task creation
/message – Add task content and description
/reply – Complete task creation and save to board

Task Completion Notifications:

Done Column Trigger – Notifications sent when tasks reach “Done” column
Message Format – “Task [task name] is done”
Chat-Specific – Notifications sent to configured Telegram chats
Board-Specific – Configure different chats for different boards

Telegram Integration Setup #

Bot Connection Process:

1. Access Automation Modal – Click “Automations” on project board 2. Choose Telegram Option – Select Telegram automation type 3. Bot Link Setup – Use provided bot link to connect Telegram chat 4. Chat Selection – Choose target chat for notifications 5. Save Configuration – Automation becomes active for the board

Technical Implementation:

Telegram Integration – Professional Telegram communication system
TelegramTaskManager – Handles bot commands and task creation
Webhook Support – Telegram webhook endpoint for receiving bot messages
Database Tracking – TelegramChat and telegram_automations tables

Telegram Integration Benefits:

✅ Mobile Accessibility – Create and track tasks from mobile Telegram app ✅ Instant Notifications – Immediate alerts for task completion ✅ Bot Commands – Simple text commands for task management ✅ Team Coordination – Group chat notifications for team awareness

Webhook Support – External Triggers #

Webhook Implementation #

Available Webhooks:

Based on code analysis, the system includes several webhook endpoints:

Payment Webhooks:

Stripe Webhooks – Handle payment status updates for invoices
PassimPay Webhooks – Handle cryptocurrency payment notifications
Invoice Integration – Payment webhooks update invoice status

Integration Webhooks:

Career Habr Webhook – Handle job board integration events
Freelancer Webhook – Handle freelance platform integration events
AppSumo Webhook – Handle AppSumo purchase and activation events

Communication Webhooks:

Telegram Webhooks – Receive bot messages and commands
Telegram Manager Webhook – Handle manager bot interactions

Webhook Characteristics #

Technical Implementation:

Webhook System – Dedicated webhook handling for external services
CSRF Exemption – Webhooks exempt from CSRF protection
Authentication Handling – Webhooks handle external authentication
Error Logging – Comprehensive error logging for webhook failures

Webhook Limitations:

❌ No Custom Project Webhooks – No project-specific webhook endpoints
❌ No Task Event Webhooks – No webhooks for task creation/updates
❌ No Board Event Webhooks – No webhooks for board changes
❌ Limited External Triggers – Webhooks focused on payments and integrations

Pipeline Automation – Automated Workflows Across Projects #

Pipeline System Analysis #

Pipeline Implementation:

The system includes a separate pipeline automation system primarily focused on contact and email workflows:

Pipeline Features:

Email-Based Pipelines – Automated email sequences for contacts
Time-Delayed Steps – Pipeline steps with configurable delays
Contact Integration – Pipelines attached to contacts for nurturing
Template Integration – Use email templates in pipeline steps

Pipeline Components:

Pipeline Configuration – Main pipeline setup and management
Pipeline Steps – Individual steps in automated sequences
Active Pipelines – Currently running pipeline instances
Automatic Triggers – Automated pipeline activation

Pipeline Limitations in Project Context #

What’s NOT Available for Project Management:

❌ Task-Based Pipelines – No pipelines triggered by task events
❌ Board Workflow Pipelines – No automated board-level workflows
❌ Project Milestone Pipelines – No project completion workflows
❌ Team Assignment Pipelines – No automated team assignment workflows

Current Pipeline Focus:

✅ Contact Pipelines – Email nurturing sequences for contacts
✅ Email Automation – Automated email sending and follow-ups
✅ CRM Integration – Pipeline integration with contact management
❌ Project Management Integration – Limited connection to project workflows

Integration Limitations and Realistic Expectations #

What’s Actually Implemented #

Board-Level Automations:

✅ Task Done Notifications – Slack and Telegram notifications when tasks complete
✅ Daily Report Setup – Interface for daily progress reports (implementation may be limited)
✅ Platform Connection – OAuth integration with Slack, bot setup for Telegram

External Communication:

✅ Slack Channel Integration – Send messages to specific Slack channels
✅ Telegram Bot Commands – Create tasks and receive notifications via bot
✅ Webhook Endpoints – Handle external service notifications

What’s NOT Implemented #

Complex Automation:

❌ Multi-Step Workflows – No complex automation sequences
❌ Conditional Logic – No if/then automation rules
❌ Cross-Board Automation – No automation across multiple boards
❌ Time-Based Triggers – No scheduled automation actions
❌ User-Specific Rules – No per-user automation configuration

Advanced Integration:

❌ Custom Webhook Creation – No user-created webhook endpoints
❌ API Automation – No custom API integrations for project events
❌ Third-Party Workflow Tools – No Zapier, IFTTT, or similar integrations
❌ Advanced Notification Rules – Basic notification only, no complex rules

Getting Started with Automation #

Quick Setup Guide #

Step 1: Set Up Slack Integration

1. Navigate to any project board 2. Click “Automations” button 3. Choose “Task Done” tab 4. Click “Connect Slack” if not already connected 5. Select target channel for notifications 6. Save automation configuration

Step 2: Configure Telegram Notifications

1. Open automation modal on project board 2. Select “Task Done” tab 3. Click Telegram option 4. Follow bot link to set up Telegram connection 5. Configure target chat for notifications 6. Save automation to activate

Step 3: Test Automation

1. Create a test task on your board 2. Move task to “Done” column 3. Verify notification appears in configured Slack channel or Telegram chat 4. Adjust settings if needed

Automation Best Practices #

✅ Start Simple – Begin with basic task completion notifications ✅ Team Coordination – Ensure team wants automated notifications ✅ Channel Management – Use appropriate channels for different types of notifications ✅ Regular Review – Periodically assess automation effectiveness ✅ Realistic Expectations – Understand current automation limitations

Troubleshooting Automation Issues #

Common Problems #

Slack Notifications Not Working:

Connection Status – Verify Slack integration is properly connected
Channel Access – Ensure bot has access to target channel
Token Validity – Check if Slack token is still valid
Channel Selection – Verify correct channel is selected in automation

Telegram Notifications Not Working:

Bot Connection – Verify Telegram bot connection is established
Chat Configuration – Check telegram_automations table for proper chat setup
Bot Permissions – Ensure bot has permission to send messages to target chat
Automation Hash – Verify automation hash matches telegram connection

Automation Not Triggering:

Done Column – Verify column is properly marked as “Done” column
Task Movement – Ensure task is actually moved to done column (not just updated)
Automation Existence – Check that automation is properly saved for the board
Event Listener – Verify TaskDone event is being dispatched

Next Steps #

Now that you understand automation and integration, you’re ready to explore:

[Filtering & Search](filtering-search.md) – Find and organize tasks efficiently
[Archive & History Management](archive-history.md) – Manage completed work and historical data
[Permissions & Access Control](permissions-access.md) – Detailed permission system management
[Mobile & Responsive Features](mobile-responsive.md) – Mobile interface and touch interactions

Remember: Corcava’s automation system is focused on essential notifications and basic integrations. While not as complex as dedicated automation platforms, it provides valuable connectivity with Slack and Telegram for team communication and awareness.