Documentation

Automation And Integrations

Move from one-off scans to recurring operational security workflows with supported automation features.

Who This Topic Is For

Teams operationalizing recurring security checks and downstream follow-up routing.

Before You Start

Use this checklist to make sure the workflow guidance applies cleanly to your current task.

  • A supported account/workspace with the required role and plan capabilities.
  • Defined scan cadence expectations and ownership model.
  • An integration endpoint or workflow target for outgoing updates.

Step-By-Step Guidance

Follow these steps in order for a reliable and repeatable outcome.

  1. Define recurring scan policy.

    Establish frequency and target scope aligned with release cadence and risk tolerance.

  2. Configure automation hooks.

    Use supported API key and webhook capabilities for workflow integration, and store secrets securely at creation.

  3. Connect team systems.

    Use supported integrations such as Slack and Jira where available for workspace-level follow-through and visibility.

  4. Review automation outputs regularly.

    Automation reduces manual effort but still requires periodic policy and signal quality review.

Validation Checklist

Use this checklist to confirm the workflow was completed correctly.

  • Scheduled scan targets and cadence are documented.
  • API/webhook credentials are stored securely and rotated as needed.
  • Integration delivery paths are tested end-to-end.
  • Ownership for triaging automated findings is defined.

Common Problems And Fixes

If something does not match expectation, check these common failure modes first.

Automation without triage ownership

Assign clear owners for incoming findings so automated volume does not create unattended risk backlog.

Webhook setup without delivery validation

Run verification events and confirm downstream receipt before treating the integration as production-ready.

Automation And Integrations FAQs

Integration and automation capabilities are tied to supported account tiers and workspace roles.

Next Recommended Action

Continue to the best next page based on where you are in your workflow.