Action Framework

The Action Framework powers Gotransverse’s notification management system, which initiates internal or external workflows and notifications to automate your organization’s standard processes and communications. The Action Framework keeps employees and clients informed at the same time.

The Action Framework enables you to select triggers (end of subscriptions, consumption thresholds, overdue invoices, refunds, etc.) and associate them with actions (FTP or email notifications, approval operations, and more). Triggers are events that occur in Gotransverse, and actions take place within Gotransverse or, with the help of a simple API, through external systems.

Gotransverse's Action Framework enables you to select triggers and associate them with actions. Triggers are events that occur in Gotransverse. Typically, a trigger event is when a threshold is met or a status changes. Whenever the event occurs, an action can be initiated. Actions are the different ways you can configure Gotransverse to respond to trigger events. For every action you must configure a trigger. This association between triggers and actions is key to the Action Framework.

An Action can be:

FTP — FTP actions enable you to send a notification to a system over FTP.
Email — Email notifications are sent to your customer or another individual. Use the email operation to send customized notifications at specified intervals based on a template that you configure.
HTTP Post — HTTP calls send information or requests to a defined URL. You can configure a URL with a User ID and password to enable integration with web services outside Gotransverse.
Approval Operations — A Product can be configured to require an approval before an order completes. This action keeps the order in Pending status until it is approved. The approval is made either manually through the Gotransverse GUI or automatically through the API from an external system. All related services are activated only after the approval has taken place.

Actions are configured in the Notification Management ModuleRefer to Notification Operations for instructions on enabling and configuring email, HTTP, FTP, and approval operations.

A Trigger can be:

The end of a subscription.
A threshold for usage consumption.
An overdue invoice.
An account action such as a refund or recurring payment.
The distribution of invoices.
An event related to a product such as a service or quantity change.
The status of a customer’s payment.

You may need to configure the following items to use the Action Framework:

Notification Management Module and Notification Templates to send automated emails from Gotransverse concerning certain events. Gotransverse provides default templates for each of these emails, but you can edit them to fit your business needs.
Usage Rules Module to set a configurable threshold that, when crossed, generates a near real-time action, such as sending a subscription renewal email or making a web service call to an external program.
External Applications to configure services for events that happen outside of Gotransverse.

The Action Framework can be used for the following actions:

Agreement Notification Actions — Define the steps to take when an agreement ends.
Billing Actions — Send notifications about invoice generation and distribution.
Payment Actions — Send notifications or take steps depending on the status of a customer’s payment.
Product Actions — Require approvals or take steps when a product status or quantity is changed.
Product Usage Rule Actions — Initiate customer communications based on usage thresholds.

Also refer to the Gotransverse Action Framework article for more information about the Action Framework.