Agents - Introduction

Agents in OTM are automation rules that watch for specific events in the system and trigger actions when those events occur — for example, sending a notification when a shipment is created, updating a field when an order is approved, or raising an alert when a condition is not met. If you are familiar with database triggers, Agents work on the same principle but at the application layer: an event fires, a condition is evaluated, and an action runs.

Business Process Automation Data Structure

The Business Process Automation (BPA) module handles the technical configuration layer of OTM — workflows, notifications, outbound integrations, reports, and transmission logging. The tables below are useful when troubleshooting agent behaviour, auditing integration traffic, or diagnosing report failures.

Contacts:

A Contact in OTM defines a communication endpoint — an email address, fax number, or integration URL — that OTM can reach when sending notifications or outbound data. Contacts can be associated with: