Trigger Notifications allows you to set powerful triggers on your datasets to drive actions based on a custom condition you specify. The notifications along with results can be sent via email/webhook/Slack.

Sections

• Creating a Trigger Notification Alert
• Alert Actions: Email
• Alert Actions: Webhook
• Alert Actions: Slack
• Alert Actions: Teams

Creating a Trigger Notification Alert

This outlines initial steps to create the alert. 

1. From any dashboard, click the Alerts icon on the left sidebar
2. In the Alerts Management screen, Click Add Trigger Notification +
3. This opens the Alerts Options window
4. Give your Alert a name. This is how it will be displayed in Alerts Management
5. In the Dataset dropdown, select the dataset to create an alert for
6. In The condition * section, use Cloud9QL in the query editor to create the trigger condition on top of your dataset:
   • Enter the Cloud9QL query for your condition in the query editor
   • Click Preview to see the results of your Cloud9QL condition and edit if needed
7. Click Use Query to use the query you have
8. Generate Alert if no data is detected: Check this box to raise the alert if no data is returned from the alert condition
9. Attach conditional data as part of the alert: Check this box to attach the underlying dataset after the C9QL condition is applied as part of the alert.
10. Enable realtime alerts: Check this box to trigger the alert every time the dataset is updated. Not available for direct datasets
11. In the Run Every section, schedule the alert to run at a chosen interval (if realtime alerts is not enabled)
12. Skip Alert if data is same as last alert: Check this box so to skip this alert If the data is the same as the last alert. Useful to avoid repetitive alerts
13. Select an Alert Action to configure alert to be sent via email/webhook/Slack/Teams.

Alert Actions

Email

Email Alerts allows you to send the alert via email along with a CSV attachment of results to a list of recipients.

To set up an Email Alert:

1. Under Alert Actions, select the Email tab
2. Enter the Email Subject that will be displayed
3. In the Email From section, enter the email address that the email will be sent from (support@knowi.com by default). This address will appear as the sender of the email when received in your inbox
4. Enter the email address of the recipient(s). Comma separated for multiple recipients
5. Enter the Email Body. (optional) Write custom HTML to customize the email template
6. Attach Full Dataset as CSV (optional): Check this box to attach the full underlying dataset as a CSV to the email
7. Attach Results after Cloud9QL as CSV (optional): Check this box to attach the results after the trigger condition as a CSV to the email
8. Click Test Run (optional) to send a test email alert to the chosen recipient(s)
9. Once configuration is complete, click Save

Webhook

Webhook Alerts allow you to send an alert directly to your application (or third party applications). When the condition is triggered, we'll send a POST request with a JSON payload of the data, which you can use to drive actions within your application. 

The data in the POST will be a JSON formatted dataset of the full raw dataset for which the alert is generated.

To set up a Webhook Alert:

1. Under Alert Actions, select the Webhook tab.
2. Click + New Webhook. This opens up the Add Webhook window.
3. Under URL to Invoke, enter the endpoint in your application that can accept a post request with JSON (Array of Objects). For example: https://somehost.com/someEndpoint.
4. Enter an Authentication URL. In cases where you need to call an authentication endpoint first to obtain a token, which is then passed into the actual POST request, use the Authentication URL along with any Authentication headers. This will invoke a separate POST call to obtain an auth token first, which can be subsequently passed as a token into the Headers section. For example:

   • Authorization: Bearer {access token} 

5. Under Headers, enter any optional authentication related headers. One header per line. For example:
   • 
6. Under Auth Headers, enter any optional authentication related headers. One header per line. For example:
   • 
7. Use Full Dataset into the POST (optional): If checked, the whole underlying dataset is used to post data. 
8. Click Save.
9. Click Test Run (optional) to send a test webhook alert to the chosen application. Here’s an example of the results in JSON form:
   • 
10. Once configuration is complete, click Save.

Slack

Slack integration allows you to trigger actions in your Slack channel(s) for a given condition triggered by an alert. When the condition is triggered, we'll send a message to a predefined channel(s) including the attachment of full data or conditional data depending on the options selected.

To set up a Slack Alert:

1. Under Alert Actions, select the Slack tab.
2. If this is your first time connecting Knowi to Slack, click the New Team icon. Follow the prompts to give Knowi access to your Slack account.
3. Click + Add Slack. This opens up the Add Slack sidebar.
4. Give your Alert a name.
5. Under Alert Message, enter a user defined message that will show up when the Alert is received in Slack. If left blank, it will send a default message.
6. In the Alert Team dropdown, choose the Slack workspace to send the Alert to.
7. In the Alert Channels dropdown, choose the Slack channel to publish the Alert notifications to.
8. Attach Full Dataset as CSV (optional): Check this box to attach the full underlying dataset as a CSV to the Slack Alert.
9. Send a slack message for each row of alert data (optional): Check this box to send a slack message for each row of alert data.
10. Click Save.
11. Click Test Run (optional) to send a test Slack alert to the chosen channel(s). Here’s how the Alert will show up in you Slack channel:
    • 
12. Once configuration is complete, click Save.

Teams

MS Teams integration allows you to trigger actions in your Teams channel(s) for a given condition triggered by an alert. When the condition is triggered, we'll send a message to a predefined channel(s) including the attachment of full data or conditional data depending on the options selected.

To set up a Teams Alert:

1. Under Alert Actions, select the Teams tab.
2. Click + Add Teams. This opens up the Add Teams window.
3. Give your Alert a name.
4. Under Alert Message, enter a user-defined message that will show up when the Alert is received in Teams. If left blank, it will send a default message.
5. In the Alert Team dropdown, choose the Teams workspace to send the Alert to.
6. In the Alert Channels dropdown, choose the Teams channel to publish the Alert notifications to.
7. In Cloud9QL filter before POST text box, enter any additional manipulation to the data that will be sent to Teams.
8. Attach Full Dataset as CSV (optional): Check this box to attach the full underlying dataset as a CSV to the Teams Alert.
9. Attach Results after Cloud9QL as CSV (optional): Check this box to attach the results after the Alert condition as a CSV to the email.
10. Click Save.
11. Click Test Run (optional) to send a test Teams alert to the chosen channel(s). 
12. Once the configuration is complete, click Save.