Smart Events for Integrations

A Smart Event is a template task that runs a built-in action instead of a person and saves the result to case variables. The general screen where you set up a Smart Event in a task (type selection, inputs, output variables) is described in the article Smart Event Task. This chapter focuses on which Smart Event types are available in TAS 5.19.12 for connecting to external systems, what input they expect and what output they return.

How a Smart Event saves its result

All Smart Event types save their result in the same way. Based on the task settings, they write:

  • a status variable – whether the action succeeded (for most types, a numeric HTTP-like status; see the table below),
  • an output variable – the response data itself; if the response is an object, it is saved to the variable as text in JSON format.

You set both variables in the task regardless of the Smart Event type – see Smart Event Task.

Types that are always available (core)

TypePurposeMain inputsStatus / output
HTTP RequestSends an HTTP request to any external endpoint and saves the response. The basic building block for connecting to third-party REST/GraphQL APIs.URL, method, headers, query parameters, request body, timeout, response type and encoding, optional Basic authentication.Status = numeric HTTP response code (e.g. 200), 500 on failure. Output = response body exactly as returned by the server.
FTP / SFTP TransferTransfers files over FTP or SFTP – upload, download, move, delete or list a directory.Connection (protocol, host, port, credentials or private key), operation (list, upload, download, delete, exists, createDirectory, removeDirectory, rename) and the paths for that operation.Status = the text success or error (not a numeric code as with the other types). Output depends on the operation: list returns an array of files, exists returns yes/no, other operations return text.
JWT GeneratorGenerates a short-lived signed token (JWT) – typically for signing in to an external API that requires a JWT grant.Private key (PEM or JWK), signing algorithm, token content (payload; it can contain case variables and Vault references), validity in seconds (default 300).Status = 200 on success, 500 on error. Output = the signed token as text.
Platform AISends a query to the AI configured in the platform, with no additional access configuration.Prompt, optional system message.Status = 200/500. Output = AI response as text (possibly with metadata).
FTP reports success/error as text, not a number
Unlike the other types, the status variable for FTP / SFTP Transfer does not contain an HTTP-like code 200/500 but the text success or error. If you base a condition later in the process on the status, expect a text value.

Types from add-on plugins

These types are available in an installation only when the corresponding plugin is active (Administration › Plugins):

TypePluginPurpose
Claude AI, OpenAI, Azure OpenAI, Azure OpenAI (Response API), Google Gemini, OllamaclaudeAI, openAI, azureOpenAI, googleGenAI, OllamaSend a prompt to a specific AI service (unlike Platform AI, with their own connection/key) and save the generated response.
DOCX GeneratordocxGeneratorGenerates a DOCX document from a document template and case data.
ISDOC ReaderisDocReads ISDOC invoices from case documents (.isdoc, .isdocx or PDF with embedded ISDOC) and saves them to the output variable. See also ERP and Other Integrations.
KSeFksefWorks with invoices in KSeF, the Polish national e-invoicing system – search, download or save their XML and export; the result goes to the output variable.

References to variables, Vault and documents in the configuration

In all Smart Event types (core and plugin), you can use the following in text fields of the configuration:

  • {ProměnnáPřípadu} – the value of a case or task variable,
  • {vault:název} – a secret from the Vault, without its value being displayed anywhere,
  • a reference to a case document where the type works with files (e.g. FTP Transfer or ISDOC Reader).

Related: Smart Event Task, REST API: Sign-in and Basic Calls, ERP and Other Integrations, Vault.

ERP and other integrations
Syca (opens in a new tab)

Powered by HelpDocs (opens in a new tab)