Systems and methods to effectuate sets of automated actions outside and/or within a collaboration environment based on trigger events occurring outside and/or within the collaboration environment
Abstract
Systems and methods for effectuating sets of automated actions within and/or outside a collaboration environment based on trigger events occurring within and/or outside the collaboration environment are disclosed. Exemplary implementations may: manage environment state information maintaining a collaboration environment, the collaboration environment being configured to facilitate interaction by users with the collaboration environment, the environment state information including values of environment parameters; generate automation information based on user entry and/or selection of the automation information into a user interface, the automation information specifying sets of automated actions to carry out outside the collaboration environment in response to occurrence of trigger events occurring within the collaboration environment; detect occurrence of the trigger events based on changes in the values of the environment parameters; responsive to the detection of the occurrence of individual trigger events, effectuate individual sets of automated actions outside the collaboration environment; and/or perform other operations.
Claims
exact text as granted — not AI-modifiedWhat is claimed is:
1 . A system configured to effectuate automated actions outside a collaboration environment based on trigger events occurring within the collaboration environment, the system comprising:
one or more physical processors configured by machine-readable instructions to:
manage environment state information maintaining a collaboration environment, and automation information characterizing user-defined automations, the collaboration environment being configured to facilitate interaction by users with the collaboration environment, the environment state information including work unit records, the work unit records including work information describing units of work created and assigned within the collaboration environment, the units of work being described based on one or more actions that the users assigned to the units of work are expected to accomplish in order to mark the units of work as complete, the automation information specifying a first automated action to carry out by a payment application resource outside of the collaboration environment in response to a first trigger event occurring within the collaboration environment; and
responsive to detection of occurrence of the first trigger event:
establish a connection with the payment application resource that is managed outside of the collaboration environment; and
cause the payment application resource to perform the first automated action outside the collaboration environment, the first automated action including sending one or more electronic payments.
2 . The system of claim 1 , wherein the first automated action is defined by a target component and an action component, the target component identifying the payment application resource outside the collaboration environment to which an action is to be carried out with, and the action component defining instructions to effectuate the action by the payment application resource outside the collaboration environment.
3 . The system of claim 2 , wherein the instructions to effectuate the action by the payment application resource outside the collaboration environment includes performing an application programming interface call to the payment application resource to cause the payment application resource to execute a routine in accordance with the action.
4 . The system of claim 1 , wherein the one or more physical processors are further configured by the machine-readable instructions to:
generate the automation information based on user entry or selection of the automation information into a user interface.
5 . The system of claim 1 , wherein the first trigger event is associated with individual occurrences of change to first work information of a first work unit record of a first unit of work, and wherein the one or more physical processors are further configured by the machine-readable instructions to:
detect the occurrence of the first trigger event based on occurrence of the change to the first work information.
6 . The system of claim 1 , wherein the first trigger event is associated with a specific change to first work information of a first work unit record of a first unit of work, and wherein the one or more physical processors are further configured by the machine-readable instructions to:
detect the occurrence of the first trigger event based on occurrence of the specific change to the first work information.
7 . The system of claim 1 , wherein the first automated action is carried out immediately or within a specified time frame following the detection of the occurrence of the first trigger event.
8 . The system of claim 1 , further comprising non-transitory electronic storage storing one or more automation templates, an automation template specifying a predetermined set of automated actions to carry out outside the collaboration environment in response to occurrence of a predetermined trigger event occurring within the collaboration environment.
9 . The system of claim 1 , wherein the first trigger event is a due date change to a first unit of work described by a first work unit record, and wherein the one or more physical processors are further configured by the machine-readable instructions to:
detect the occurrence of the first trigger event based on occurrence of the due date change.
10 . The system of claim 1 , wherein the first trigger event is a completion state change to a first unit of work described by a first work unit record, and wherein the one or more physical processors are further configured by the machine-readable instructions to:
detect the occurrence of the first trigger event based on occurrence of the completion state change.
11 . A method to effectuate automated actions outside a collaboration environment based on trigger events occurring within the collaboration environment, the method comprising:
managing environment state information maintaining a collaboration environment, and automation information characterizing user-defined automations, the collaboration environment being configured to facilitate interaction by users with the collaboration environment, the environment state information including work unit records, the work unit records including work information describing units of work created and assigned within the collaboration environment, the units of work being described based on one or more actions that the users assigned to the units of work are expected to accomplish in order to mark the units of work as complete, the automation information specifying a first automated action to carry out by a payment application resource outside of the collaboration environment in response to a first trigger event occurring within the collaboration environment; and responsive to detection of occurrence of the first trigger event:
establishing a connection with the payment application resource that is managed outside of the collaboration environment; and
causing the payment application resource to perform the first automated action outside the collaboration environment, the first automated action including sending one or more electronic payments.
12 . The method of claim 11 , wherein the first automated action is defined by a target component and an action component, the target component identifying the payment application resource outside the collaboration environment to which an action is to be carried out with, and the action component defining instructions to effectuate the action by the payment application resource outside the collaboration environment.
13 . The method of claim 12 , wherein the instructions to effectuate the action by the payment application resource outside the collaboration environment includes performing an application programming interface call to the payment application resource to cause the payment application resource to execute a routine in accordance with the action.
14 . The method of claim 11 , further comprising generating the automation information based on user entry or selection of the automation information into a user interface.
15 . The method of claim 11 , wherein the first trigger event is associated with individual occurrences of change to first work information of a first work unit record of a first unit of work, and wherein the method further comprises:
detecting the occurrence of the first trigger event based on occurrence of the change to the first work information.
16 . The method of claim 11 , wherein the first trigger event is associated with a specific change to first work information of a first work unit record of a first unit of work, and wherein the method further comprises:
detecting the occurrence of the first trigger event based on occurrence of the specific change to the first work information.
17 . The method of claim 11 , wherein the first automated action is carried out immediately or within a specified time frame following the detection of the occurrence of the first trigger event.
18 . The method of claim 11 , further comprising storing one or more automation templates, an automation template specifying a predetermined set of automated actions to carry out outside the collaboration environment in response to occurrence of a predetermined trigger event occurring within the collaboration environment.
19 . The method of claim 11 , wherein the first trigger event is a due date change to a first unit of work described by a first work unit record, and wherein the method further comprises:
detecting the occurrence of the first trigger event based on occurrence of the due date change.
20 . The method of claim 11 , wherein the first trigger event is a completion state change to a first unit of work described by a first work unit record, and wherein the method further comprises:
detecting the occurrence of the first trigger event based on occurrence of the completion state change.Join the waitlist — get patent alerts
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