integration
Solar workflow automation and API assessment
Start with a business event, then define action, authentication, permission, idempotency, monitoring, retry, recovery, and ownership.
01
Automate only after the control path is clear
A useful automation has a defined trigger, permitted action, acknowledgement, exception path, monitoring owner, and recovery procedure.
- Event and condition
- Action and permission
- Acknowledgement and idempotency
- Monitoring, retry, and recovery
02
Records and decisions to map
The assessment starts by naming the records, owners, approvals, and recurring decisions that make this operating area work.
- Event and source record
- Credential, permission, and action
- Request, response, and correlation identifier
- Failure, retry, acknowledgement, and owner
03
Configuration and system boundaries
Configuration scopeThese areas are evaluated as configuration or integration scope. Exact behavior is confirmed before implementation.
- Available API and authentication
- Safe-to-automate actions
- Rate and retry behavior
- Monitoring and operational recovery
04
Questions for the workflow assessment
Use these questions to expose hidden ownership, exception, and data requirements before the rollout is scoped.
- Which event starts the flow?
- What is safe to automate?
- How are duplicates prevented?
- Who owns failure recovery?
Review record
Sources and related pages
Next step
Map this workflow against the way your team works today.
Bring your current systems, records, owners, approvals, and exceptions. The assessment will identify what needs configuration, validation, or a staged handoff.