{"id":210,"date":"2025-08-18T13:46:28","date_gmt":"2025-08-18T16:46:28","guid":{"rendered":"https:\/\/cange.com.br\/content\/?p=210"},"modified":"2025-08-18T13:55:26","modified_gmt":"2025-08-18T16:55:26","slug":"estrutura-base-para-geracao-de-automacao-no-cange","status":"publish","type":"post","link":"https:\/\/cange.com.br\/content\/base-conhecimento\/estrutura-base-para-geracao-de-automacao-no-cange\/","title":{"rendered":"Estrutura Base para Gera\u00e7\u00e3o de Automa\u00e7\u00e3o no Cange"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\">Conceito Fundamental<\/h2>\n\n\n\n<p>No Cange, <strong>toda automa\u00e7\u00e3o \u00e9 formada por dois elementos principais<\/strong>:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>Gatilho<\/strong> \u2013 \u00c9 o <strong>evento que dispara<\/strong> a automa\u00e7\u00e3o (quando algo acontece).<\/li>\n\n\n\n<li><strong>A\u00e7\u00e3o<\/strong> \u2013 \u00c9 a <strong>resposta autom\u00e1tica<\/strong> que o sistema executa ap\u00f3s o gatilho.<\/li>\n<\/ol>\n\n\n\n<p><\/p>\n\n\n\n<p>\ud83d\udc49 Pense assim: <strong>&#8220;Se acontecer X, ent\u00e3o o sistema faz Y&#8221;<\/strong>.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<p>Exemplo:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Gatilho<\/strong>: Um cart\u00e3o entrar na etapa \u201cAprovado\u201d.<\/li>\n\n\n\n<li><strong>A\u00e7\u00e3o<\/strong>: Adicionar uma etiqueta verde ao cart\u00e3o.<\/li>\n<\/ul>\n\n\n\n<p><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Gatilhos dispon\u00edveis<\/h2>\n\n\n\n<p>Os gatilhos s\u00e3o os <strong>pontos de partida<\/strong> da automa\u00e7\u00e3o. Eles est\u00e3o divididos em blocos para facilitar o entendimento:<\/p>\n\n\n\n<p><\/p>\n\n\n\n<h6 class=\"wp-block-heading\">Campo<\/h6>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Quando <strong>um campo for editado<\/strong> no hist\u00f3rico do cart\u00e3o.<\/li>\n<\/ul>\n\n\n\n<p><\/p>\n\n\n\n<h6 class=\"wp-block-heading\">Cart\u00e3o<\/h6>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Quando <strong>um cart\u00e3o for criado<\/strong>.<\/li>\n\n\n\n<li>Quando <strong>um cart\u00e3o entrar em uma etapa<\/strong>.<\/li>\n\n\n\n<li>Quando <strong>um cart\u00e3o sair de uma etapa<\/strong>.<\/li>\n\n\n\n<li>Quando <strong>todos os cart\u00f5es filhos forem movidos<\/strong>.<\/li>\n\n\n\n<li>Quando <strong>qualquer cart\u00e3o filho for movido<\/strong>.<\/li>\n\n\n\n<li>Quando <strong>um bot\u00e3o for clicado<\/strong>.<\/li>\n<\/ul>\n\n\n\n<p><\/p>\n\n\n\n<h6 class=\"wp-block-heading\">Coment\u00e1rio<\/h6>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Quando <strong>um coment\u00e1rio for inserido<\/strong>.<\/li>\n<\/ul>\n\n\n\n<p><\/p>\n\n\n\n<h6 class=\"wp-block-heading\">Data de vencimento<\/h6>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Quando <strong>um vencimento for adicionado<\/strong>.<\/li>\n\n\n\n<li>Quando <strong>um vencimento for removido<\/strong>.<\/li>\n\n\n\n<li>Quando <strong>uma data de vencimento estiver vencida<\/strong>.<\/li>\n\n\n\n<li>Quando <strong>uma data de vencimento estiver pr\u00f3xima a vencer<\/strong>.<\/li>\n<\/ul>\n\n\n\n<p><\/p>\n\n\n\n<h6 class=\"wp-block-heading\">Etiqueta<\/h6>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Quando <strong>uma etiqueta for adicionada<\/strong>.<\/li>\n\n\n\n<li>Quando <strong>uma etiqueta for removida<\/strong>.<\/li>\n<\/ul>\n\n\n\n<p><\/p>\n\n\n\n<h6 class=\"wp-block-heading\">Recorr\u00eancia<\/h6>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Em <strong>uma hora espec\u00edfica do dia<\/strong>.<\/li>\n\n\n\n<li>Em <strong>um dia espec\u00edfico da semana<\/strong>.<\/li>\n\n\n\n<li>Em <strong>um dia espec\u00edfico do m\u00eas<\/strong>.<\/li>\n\n\n\n<li>Em <strong>um dia espec\u00edfico do ano<\/strong>.<\/li>\n<\/ul>\n\n\n\n<p><\/p>\n\n\n\n<h6 class=\"wp-block-heading\">Respons\u00e1vel<\/h6>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Quando <strong>um respons\u00e1vel for adicionado<\/strong>.<\/li>\n\n\n\n<li>Quando <strong>um respons\u00e1vel for removido<\/strong>.<\/li>\n\n\n\n<li><\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">A\u00e7\u00f5es dispon\u00edveis<\/h2>\n\n\n\n<p>As a\u00e7\u00f5es s\u00e3o as <strong>respostas autom\u00e1ticas<\/strong> que acontecem depois de um gatilho.<\/p>\n\n\n\n<h6 class=\"wp-block-heading\">Cadastro<\/h6>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Atualizar o saldo de um campo.<\/li>\n<\/ul>\n\n\n\n<p><\/p>\n\n\n\n<h6 class=\"wp-block-heading\">Cart\u00e3o<\/h6>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Criar um novo cart\u00e3o.<\/li>\n\n\n\n<li>Arquivar um cart\u00e3o.<\/li>\n\n\n\n<li>Mover um cart\u00e3o.<\/li>\n\n\n\n<li>Criar um novo cart\u00e3o filho conectado.<\/li>\n\n\n\n<li>Mover todos os cart\u00f5es filhos.<\/li>\n\n\n\n<li>Criar uma c\u00f3pia do cart\u00e3o.<\/li>\n\n\n\n<li>Arquivar todos os cart\u00f5es de uma etapa.<\/li>\n<\/ul>\n\n\n\n<p><\/p>\n\n\n\n<h6 class=\"wp-block-heading\">Data de vencimento<\/h6>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Adicionar uma data de vencimento.<\/li>\n\n\n\n<li>Remover uma data de vencimento.<\/li>\n<\/ul>\n\n\n\n<p><\/p>\n\n\n\n<h6 class=\"wp-block-heading\">Documento<\/h6>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Transformar texto em PDF.<\/li>\n<\/ul>\n\n\n\n<p><\/p>\n\n\n\n<h6 class=\"wp-block-heading\">E-mail<\/h6>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Enviar um novo e-mail.<\/li>\n<\/ul>\n\n\n\n<p><\/p>\n\n\n\n<h6 class=\"wp-block-heading\">Etiqueta<\/h6>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Adicionar uma etiqueta.<\/li>\n\n\n\n<li>Remover uma etiqueta.<\/li>\n<\/ul>\n\n\n\n<p><\/p>\n\n\n\n<h6 class=\"wp-block-heading\">Internet<\/h6>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Fazer uma requisi\u00e7\u00e3o HTTPS.<\/li>\n<\/ul>\n\n\n\n<p><\/p>\n\n\n\n<h6 class=\"wp-block-heading\">Respons\u00e1vel<\/h6>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Adicionar um respons\u00e1vel.<\/li>\n\n\n\n<li>Remover um respons\u00e1vel.<\/li>\n\n\n\n<li><\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Como usar na pr\u00e1tica<\/h2>\n\n\n\n<p>Relembrando, a l\u00f3gica \u00e9 sempre:<\/p>\n\n\n\n<p><strong>1. Escolha um gatilho \u2192 2. Defina a a\u00e7\u00e3o \u2192 3. O sistema executa automaticamente.<\/strong><\/p>\n\n\n\n<p>Exemplos pr\u00e1ticos:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Se<\/strong> um cart\u00e3o for criado \u2192 <strong>ent\u00e3o<\/strong> atribuir o respons\u00e1vel &#8220;Jo\u00e3o&#8221;.<\/li>\n\n\n\n<li><strong>Se<\/strong> uma data de vencimento estiver a 5 dias de vencer \u2192 <strong>ent\u00e3o<\/strong> enviar um e-mail de alerta.<\/li>\n\n\n\n<li><strong>Se<\/strong> um bot\u00e3o for clicado \u2192 <strong>ent\u00e3o<\/strong> criar um novo cart\u00e3o filho.<\/li>\n\n\n\n<li><strong>Se<\/strong> for cart\u00e3o entrar na etapa de proposta \u2192 <strong>ent\u00e3o<\/strong> gerar relat\u00f3rio em PDF.<\/li>\n\n\n\n<li><\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Passo-a-passo<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Na parte superior do seu fluxo, localize a op\u00e7\u00e3o <strong>Automa\u00e7\u00f5es<\/strong> e clique sobre ela.<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"147\" src=\"https:\/\/cange.com.br\/content\/wp-content\/uploads\/2025\/08\/image-5-1024x147.png\" alt=\"\" class=\"wp-image-211\" style=\"width:829px;height:auto\" srcset=\"https:\/\/cange.com.br\/content\/wp-content\/uploads\/2025\/08\/image-5-1024x147.png 1024w, https:\/\/cange.com.br\/content\/wp-content\/uploads\/2025\/08\/image-5-300x43.png 300w, https:\/\/cange.com.br\/content\/wp-content\/uploads\/2025\/08\/image-5-768x110.png 768w, https:\/\/cange.com.br\/content\/wp-content\/uploads\/2025\/08\/image-5-1536x220.png 1536w, https:\/\/cange.com.br\/content\/wp-content\/uploads\/2025\/08\/image-5-2048x293.png 2048w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">Link para Automa\u00e7\u00f5es<\/figcaption><\/figure>\n\n\n\n<p>2. Na p\u00e1gina inicial de automa\u00e7\u00f5es, clique na op\u00e7\u00e3o <strong>Adicionar nova automa\u00e7\u00e3o<\/strong>:<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"508\" src=\"https:\/\/cange.com.br\/content\/wp-content\/uploads\/2025\/08\/image-6-1024x508.png\" alt=\"\" class=\"wp-image-212\" style=\"width:877px;height:auto\" srcset=\"https:\/\/cange.com.br\/content\/wp-content\/uploads\/2025\/08\/image-6-1024x508.png 1024w, https:\/\/cange.com.br\/content\/wp-content\/uploads\/2025\/08\/image-6-300x149.png 300w, https:\/\/cange.com.br\/content\/wp-content\/uploads\/2025\/08\/image-6-768x381.png 768w, https:\/\/cange.com.br\/content\/wp-content\/uploads\/2025\/08\/image-6-1536x761.png 1536w, https:\/\/cange.com.br\/content\/wp-content\/uploads\/2025\/08\/image-6-2048x1015.png 2048w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">P\u00e1gina inicial de automa\u00e7\u00f5es<\/figcaption><\/figure>\n\n\n\n<pre class=\"wp-block-code\"><code>\n<strong>Legenda dos itens destacados na P\u00e1gina de automa\u00e7\u00f5es:<\/strong>\n\n1. Bot\u00e3o para cria\u00e7\u00e3o de novas automa\u00e7\u00f5es\n\n2. Atalho para visualiza\u00e7\u00e3o das automa\u00e7\u00f5es de recorr\u00eancia\n\n3. Atalho para consulta do log de execu\u00e7\u00e3o das automa\u00e7\u00f5es\n\n4. Exibe o total de execu\u00e7\u00f5es das automa\u00e7\u00f5es no m\u00eas corrente contra o limite previsto no plano contratado e tamb\u00e9m o total de automa\u00e7\u00f5es criadas contra o limite previsto no plano contratado.\n\n5. Gr\u00e1fico que imprime o total de automa\u00e7\u00f5es executadas por dia<\/code><\/pre>\n\n\n\n<p><\/p>\n\n\n\n<p>3. Ap\u00f3s clicar em <strong>Nova automa\u00e7\u00e3o<\/strong>, determine qual ser\u00e1 o gatilho para execu\u00e7\u00e3o da automa\u00e7\u00e3o:<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"472\" src=\"https:\/\/cange.com.br\/content\/wp-content\/uploads\/2025\/08\/image-7-1024x472.png\" alt=\"\" class=\"wp-image-213\" style=\"width:742px;height:auto\" srcset=\"https:\/\/cange.com.br\/content\/wp-content\/uploads\/2025\/08\/image-7-1024x472.png 1024w, https:\/\/cange.com.br\/content\/wp-content\/uploads\/2025\/08\/image-7-300x138.png 300w, https:\/\/cange.com.br\/content\/wp-content\/uploads\/2025\/08\/image-7-768x354.png 768w, https:\/\/cange.com.br\/content\/wp-content\/uploads\/2025\/08\/image-7-1536x709.png 1536w, https:\/\/cange.com.br\/content\/wp-content\/uploads\/2025\/08\/image-7-2048x945.png 2048w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">Sele\u00e7\u00e3o de gatilho<\/figcaption><\/figure>\n\n\n\n<p>4. Indique o que deve acontecer (a\u00e7\u00e3o)  ap\u00f3s gatilho:<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"491\" src=\"https:\/\/cange.com.br\/content\/wp-content\/uploads\/2025\/08\/image-8-1024x491.png\" alt=\"\" class=\"wp-image-214\" style=\"width:826px;height:auto\" srcset=\"https:\/\/cange.com.br\/content\/wp-content\/uploads\/2025\/08\/image-8-1024x491.png 1024w, https:\/\/cange.com.br\/content\/wp-content\/uploads\/2025\/08\/image-8-300x144.png 300w, https:\/\/cange.com.br\/content\/wp-content\/uploads\/2025\/08\/image-8-768x368.png 768w, https:\/\/cange.com.br\/content\/wp-content\/uploads\/2025\/08\/image-8-1536x737.png 1536w, https:\/\/cange.com.br\/content\/wp-content\/uploads\/2025\/08\/image-8-2048x982.png 2048w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">Sele\u00e7\u00e3o da a\u00e7\u00e3o<\/figcaption><\/figure>\n\n\n\n<p>5.  Logo ap\u00f3s, defina o nome da automa\u00e7\u00e3o (1) e depois clique em Publicar (2)<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"298\" src=\"https:\/\/cange.com.br\/content\/wp-content\/uploads\/2025\/08\/image-9-1024x298.png\" alt=\"\" class=\"wp-image-215\" style=\"width:790px;height:auto\" srcset=\"https:\/\/cange.com.br\/content\/wp-content\/uploads\/2025\/08\/image-9-1024x298.png 1024w, https:\/\/cange.com.br\/content\/wp-content\/uploads\/2025\/08\/image-9-300x87.png 300w, https:\/\/cange.com.br\/content\/wp-content\/uploads\/2025\/08\/image-9-768x224.png 768w, https:\/\/cange.com.br\/content\/wp-content\/uploads\/2025\/08\/image-9.png 1441w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">Configura\u00e7\u00e3o conclu\u00edda<\/figcaption><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p>\ud83d\udca1 Dica: Voc\u00ea pode combinar diferentes gatilhos e a\u00e7\u00f5es para criar fluxos complexos, mas sempre seguindo essa estrutura simples de <strong>\u201cquando algo acontece\u201d \u2192 \u201cfa\u00e7a tal coisa\u201d<\/strong>.<\/p>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Entenda o conceito e a pr\u00e1tica para cria\u00e7\u00e3o de automa\u00e7\u00f5es no Cange<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[16,3],"tags":[46,23,7],"class_list":["post-210","post","type-post","status-publish","format-standard","hentry","category-automacoes","category-base-conhecimento","tag-automacoes","tag-fluxo","tag-produtividade"],"_links":{"self":[{"href":"https:\/\/cange.com.br\/content\/wp-json\/wp\/v2\/posts\/210","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/cange.com.br\/content\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/cange.com.br\/content\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/cange.com.br\/content\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/cange.com.br\/content\/wp-json\/wp\/v2\/comments?post=210"}],"version-history":[{"count":7,"href":"https:\/\/cange.com.br\/content\/wp-json\/wp\/v2\/posts\/210\/revisions"}],"predecessor-version":[{"id":223,"href":"https:\/\/cange.com.br\/content\/wp-json\/wp\/v2\/posts\/210\/revisions\/223"}],"wp:attachment":[{"href":"https:\/\/cange.com.br\/content\/wp-json\/wp\/v2\/media?parent=210"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/cange.com.br\/content\/wp-json\/wp\/v2\/categories?post=210"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/cange.com.br\/content\/wp-json\/wp\/v2\/tags?post=210"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}