Automation for clients

Stage 1 of 8 · 8 lessons · ~4 weeks

How automation works

The ideas every automation tool is built on: triggers and actions, data mapping, JSON, HTTP and REST APIs, webhooks, authentication and rate limits. Learn them once and every tool, and every API document, starts to make sense.

Start: Triggers, actions and what to automate

Lessons· one lesson for each topic, in this order

  1. 1Triggers, actions and what to automate
  2. 2JSON and data types
  3. 3Data mapping between steps
  4. 4HTTP requests, methods and status codes
  5. 5REST APIs and reading API documentation
  6. 6Webhooks
  7. 7API keys and OAuth
  8. 8Rate limits and quotas

Do this

  • Write down three tasks from your own life or a family business and mark which are frequent and rule-based.
  • Read five JSON responses from a public API and write the path to one nested field in each.
  • Call a public API from Postman: one GET and one POST, and note the status codes.
  • Create a Webhook.site URL, point a free form tool at it and read the request that arrives.
  • Read the authentication and rate limit pages of one API you would like to use.
  • Explain OAuth scopes to a friend in two minutes without notes.

Start with· follow one of these

  • GuideFree
    MDN: HTTP

    Mozilla · Beginner

    Read the overview, methods, status codes and headers pages: the HTTP every automation tool sits on

  • GuideFree
    JavaScript.info

    Ilya Kantor

    The JSON methods and objects chapters teach you to read and reshape the data each step passes on

Practise

  • Call real APIs by hand, see status codes and headers, before you build anything around them

  • Get a throwaway URL and see exactly what an app sends in a webhook

Keep handy

  • A map of API concepts, from REST and auth to rate limiting, to check what you have not met yet

  • Clear chapters on OAuth flows and scopes for when "Connect your account" stops being magic

Also worth your time

Before moving on: A short written walkthrough of one public API you called from Postman (auth, one GET, one POST, the status codes you saw, its rate limit) and a Webhook.site capture of a real event from an app such as a form tool.

Tauseef's advice
Do not skip this for the drag-and-drop tutorials. Every tool hides HTTP and JSON behind friendly boxes, and the day a client needs an app without a connector, or a workflow fails with a 401, these basics are what you fall back on. A week or two here saves months of guessing.

Mark this stage as not done?