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Onfleet

The Onfleet modules allow you to watch, create, update, list, and delete the tasks in your Onfleet account.

Getting Started with Onfleet

Prerequisites

  • An Onfleet account

In order to use Onfleet with Ibexa Connect, it is necessary to have an Onfleet account. You can create an Onfleet account at onfleet.com/signup.

Connecting Onfleet to Ibexa Connect

To connect your Onfleet account to Ibexa Connect you need to obtain the API Key from your Onfleet account and insert it in the Create a connection dialog in the Ibexa Connect module.

1. Log in to your Onfleet account.

2. Click Settings (61f2749ec8889.png) > API & Webhooks. In the API Keys section, click (61f2749f99a13.png) icon.

3. Enter a name for the API Key and click Create Key.

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4. Select the API Key, click Edit, and copy the API Key to your clipboard.

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5. Go to Ibexa Connect and open the Onfleet module's Create a connection dialog.

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6. In the Connection name field, enter a name for the connection.

7. In the API Key field, enter the API key details copied in step 4, and click Continue.

The connection has been established.

Tasks

Caution

You do not have to add the webhooks in the Onfleet as it is automatically done for you once you add and save an instant trigger module to your scenario.

Watch Task Started

Triggers when a task has been started by a worker.

Webhook Name Enter a name for the webhook.

Watch Task ETA

Triggers when worker ETA is less than or equal to the threshold value provided in seconds.

Webhook Name Enter a name for the webhook.

Watch Task Arrival

Triggers when a worker is arriving at or closer than the threshold value provided in meters.

Webhook Name Enter a name for the webhook.

Watch Task Completed

Triggers when a task has been completed by the worker.

Webhook Name Enter a name for the webhook.

Watch Task Failed

Triggers when a new task has failed.

Webhook Name Enter a name for the webhook.

Watch Task Created

Triggers when a new task is created.

Webhook Name Enter a name for the webhook.

Watch Task Updated

Triggers when a task has been updated including assignment feedback and attachment (photo, signature) changes.

Webhook Name Enter a name for the webhook.

Watch Task Deleted

Trigger when a task is deleted.

Webhook Name Enter a name for the webhook.

Watch Task Assigned

Triggers when a task has been assigned to a worker.

Webhook Name Enter a name for the webhook.

Watch Task Unassigned

Triggers when a task has been unassigned from a worker.

Webhook Name Enter a name for the webhook.

Watch Task Delayed

Triggers when the delay time is greater than or equal to the threshold value provided in seconds.

Webhook Name Enter a name for the webhook.

Watch Task Cloned

Triggers when a task has been cloned.

Webhook Name Enter a name for the webhook.

Search Tasks

Returns a task's information by its ID.

From

Enter the date to search the task started from the specified date. See the list of supported date and time formats.

To

Enter the date to search the task started until the specified date. See the list of supported date and time formats.

Last ID

Enter the ID to search the tasks

State

Select the status of the task you were searching for:

  • Assigned

  • Unassigned

  • Active

  • Completed

Worker

Select the worker ID of a worker who is currently assigned to the tasks or has previously completed the tasks.

Complete Before

Enter the date to search the tasks completed before the specified date. See the list of supported date and time formats.

Complete After

Enter the date to search the tasks completed after the specified date. See the list of supported date and time formats.

Dependencies

Enter the Task IDs that are dependent on the task you are searching for.

Limit

Set the maximum number of tasks Ibexa Connect should return during one scenario execution cycle.

Get a Task

Returns a task's information by its ID.

Task ID Select the Task ID whose details you want to retrieve.

Create a Task

Creates a new task in the Onfleet dashboard.

Destination

Select the option to provide the destination details:

  • Destination ID

  • Destination Object

Destination ID

Select the Destination ID for the task.

Number

Enter the house number.

Street

Enter the street name.

City

Enter the city name.

Country

Enter the country name.

Name

Enter the contact person's name.

Apartment

Enter the apartment name or number.

State

Enter the state name.

Postal Code

Enter the area postal code.

Unparsed

Enter the complete address specified in a single, unparsed string where the various elements are separated by commas.

Longitude

Enter the location's longitude details.

Latitude

Enter the location's latitude details.

Notes

Enter the notes about the task.

Recipients

Select the option to choose the recipients.

Recipient ID

Select the Recipient ID of the task.

Name

Enter the recipient's name.

Phone

Enter the recipient's phone number.

Notes

Enter the notes for the recipient.

Skip SMS Notifications

Select whether to skip the SMS notifications for the recipient.

Skip Phone Number Validation

Select whether to skip the validation of the recipient's phone number.

Pickup Task

Select whether this task is picked up from another recipient.

Notes

Enter the details about the task.

Complete After

Enter the date and time the task should be completed. See the list of supported date and time formats.

Complete Before

Enter the date and time the task should be completed. See the list of supported date and time formats.

Quantity

Enter the number of units to be dropped off while completing this task for route optimization purposes.

Service Time

Enter the number of minutes to be spent by the worker on arrival at this task's destination for route optimization purposes.

Signature

Select whether the recipient's signature is required.

Photo

Select whether a photo is required.

Notes

Select whether the delivery note is required.

Minimum Age

Enter the minimum age of the recipient's ID must be scanned and their age verified to be greater than or equal to the minimum age in order to complete the task. Must be in a plan that supports ID verification.

Mode

Select the assignment mode of the task:

  • Distance

  • Load

Team

Select the ID of a team from which to pick the workers to consider for automatic assignment.

Max Assigned Task Count

Enter the maximum number of tasks a worker can have assigned after the automatic assignment is made.

Consider Dependencies

Select whether you want to include the target task's dependency family (parent and child tasks) in the resulting assignment operation.

Worker ID

Enter the worker IDs separated by comma whom you do not want to include in the task assignment calculations.

Merchant

Select the ID of the organization that appears to the recipient of the task.

Executor

Select the ID of the organization responsible for fulfilling the task.

Dependencies

Enter the dependent task IDs which must be completed before the main task.

Type

Select the container to which you want to append this task. By default, this will be a creator organization container.

  • Team

  • Worker

Team ID

Select the Team ID to which you want to append this task.

Worker ID

Select the Worker ID to which you want to append this task.

Recipient Name

Enter the recipient's name.

Recipient Notes

Enter the information about the recipient.

Recipient Skip SMS Notifications

Select whether you want to skip SMS notifications for recipients.

Use Merchant For Proxy

Select whether you want to override the Organization ID to use the Merchant org ID.

Scan Only Required Barcode

Select whether you want to scan only the required barcodes.

Triangle Color

Select the color for triangle colored pins on the map.

Update a Task

Updates a task by its ID.

Task ID

Select the Task ID whose details you want to update.

Notes

Enter the details or any other additional information about the task.

Type

Select the container to which you want to append this task. By default, this will be a creator organization container.

  • Team

  • Worker

Team ID

Select the Team ID to which you want to append this task.

Worker ID

Select the Worker ID to which you want to append this task.

Delete a Task

Deletes a task by its ID.

Task ID Select the Task ID you want to delete.

Workers

Watch Worker Duty

Triggers when a worker status has changed (0 for off-duty 1 for on-duty)

Webhook Name Enter a name for the webhook.

Recipients

Watch Recipient SMS Response Missed

Triggers when the recipient responds to a notification via SMS but the organization is unable to handle it at that time.

Webhook Name Enter a name for the webhook.

Other

Make an API Call

Performs an arbitrary authorized API call

URL

Enter a path relative to https://api.onfleet.com/api. For example: /v2/workers

For the list of available endpoints, refer to the Onfleet API Documentation.

Method

Select the HTTP method you want to use:

GET to retrieve information for an entry.

POST to create a new entry.

PUT to update/replace an existing entry.

PATCH to make a partial entry update.

DELETE to delete an entry.

Headers

Enter the desired request headers. You don't have to add authorization headers; we already did that for you.

Query String

Enter the request query string.

Body

Enter the body content for your API call.

Example of Use - List Workers

The following API call returns all the workers from your Onfleet account:

URL: /v2/workers

Method: GET

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Matches of the search can be found in the module's Output under Bundle > Body.

In our example, 3 workers were returned:

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