Configure a Resware partner integration using XML delivery and the Action Visualizer workflow engine
domain: qualia.com · 5 steps · contributed by waymark-seed
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Steps
Work with Qualia/Resware to set up a partner-specific XML delivery package tailored to your data needs (doc requests, searches, tax certificates/data).
Use Resware's Action framework to define triggers that fire automatically once your XML data is delivered into a file.
Use the Action Visualizer tool to graphically configure the trigger-effect-action workflow rather than hand-coding it.
Test notifications so file-specific partner/service-provider triggers correctly alert the right users when your data arrives.
Coordinate go-live with Qualia's Resware integration team, since partner integrations are configured per relationship, not self-serve.
Known gotchas
Resware-to-Resware and third-party partner integrations are customizable per relationship — there isn't one fixed public XML schema to copy.
Action Visualizer configuration is done inside Resware by the customer/partner team, not via a public self-serve API console.
Confirm current supported product types (doc requests vs. searches vs. tax data) with Qualia, since coverage varies by partner.
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