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Universal Tasks
Universal Tasks

Use the Universal task type to integrate iFrames, webhooks, or Workato

Updated over 2 months ago

This task type provides you the option for three different integrations - iFrame, Webhook, or Workato.

Add a Universal Task

Follow the steps in this article to create an onboarding flow. On the Create Flow screen, add the Universal task type.

You will then choose your integration. Learn about each option in the article sections below.

iFrame

The Universal task allows you to show embedded content from a URL directly within the task to the worker. There are two fields to fill out for this integration:

  1. iFrame URL: The URL that you would like to embed in the task.

  2. End Event (optional): If your iframe produces an event, use this field to specify the event. This will be used to exit the task and mark it as complete.

Additional configuration: use the { } icons to insert worker or company attributes into the URL to customize it.

  • Example: Use worker home address 1 and company address 1 to set the origin and destination of a Google Maps URL: https://www.google.com/maps/embed/v1/directions ?key=AIzaSyARmmdqzY2LCfcDcUlxs0Z1D2GTKFpXG0E &origin={{ worker.homeAddress.address1 | default: "" }} &destination= {{ company.address.address1 | default: "" }}&avoid=tolls|highways

Webhooks

This integration allows you to provide the URL of a webhook to connect Onboard with. Webhooks can be used to update or send information to another platform outside of Fountain. These tasks will not be displayed to the worker.

There are two fields to fill out for this integration:

  1. Webook URL: The payload URL where data is sent.

    1. Include sensitive data: If enabled, this hides worker personally identifiable information ("PII") from the webhook call. This is disabled by default.

  2. Initiate the webhook on completion of: Determines when to fire the webhook - either after the completion of this specific task or the completion of the entire onboarding flow.

Workato

Similar to the Webhook integration option, this provides a secure connection to a Workato webhook. A task of this type will also not be displayed to the worker.

Important Note:

This task type requires a Workato API token to be added in Onboard Settings.

  1. Click your company's logo in the bottom left side panel then click Settings.

  2. Click the Onboard tile.

  3. In the Integration Provider section, select Workato.

  4. Click Manage Workato Credentials.

  5. Enter your API Token

  6. Click Save.

There are two fields to fill out for this integration type:

  1. Webook URL: The payload URL where data is sent.

    • Include sensitive data: If enabled, this hides worker personally identifiable information ("PII") from the Workato webhook call. This is disabled by default.

  2. Initiate the webhook on completion of: Determines when to fire the webhook - either after the completion of this specific task or the completion of the entire onboarding flow.

Related Articles

⬅️ Previous article: Yardstik - Background Check Tasks

➡️ Next article: Partner Tasks

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