For AI agents: a documentation index is available at https://docs.coverbase.com/llms.txt. This page is also available in markdown by appending .md to the URL.
Workflows in Coverbase are built in a no-code designer in the Workflows section of the dashboard, by your admins, at any time. Onboarding is a head start rather than a dependency: Coverbase sits with you and builds the first workflow set from your existing process documentation and integration targets, and hands it over as ordinary editable definitions.
There is no read-only stage and no configuration-only tier. Every trigger, condition, action and webhook Coverbase builds with you is one your admins can edit, clone, disable or replace, from the dashboard or the API, without involving Coverbase support. The same is true of control sets, questionnaires, statuses, approval options, risk domains, scales, custom fields and terminology. See Configuring your data model.
What you configure, and what we build with you
What security teams typically request
For integration architecture review, security teams typically request the following, all of which we provide on engagement:Full webhook event taxonomy
Published in the event catalog, and offered in the dashboard as the trigger picker in any workflow and the Events picker under Configuration → Webhooks.
Sample payloads
One example payload for every subscribed event type. Send test on the Webhooks page previews the sample payload for any event type and can copy it as cURL.
Retry and signing behavior
The retry behavior, signature scheme, and verification approach described in the Webhooks reference.
API endpoint inventory
The list of API endpoints used by the integration, scoped to the API key permissions required.
Reference architectures
Several platforms have full deep-dive guides covering architecture diagrams, data mapping, trigger model, and what onboarding needs from your team:- ProcessUnity: bidirectional, in production
- ServiceNow VRM: in production
- OneTrust: in production
- Workday Strategic Sourcing: in production
- Aravo: triage-layer architecture
- Ariba
- Jira
- The major CLM platforms (Icertis, Ironclad, DocuSign CLM, Conga)
What an integration delivery looks like
Platform integrations are stood up sandbox-first: the connector is configured and verified end to end against your platform’s sandbox or sub-production tenant, including live read-back of what actually persisted, before production credentials are exchanged. A typical delivery runs:- Credentials and scoping. You provision a scoped integration identity (OAuth client, integration user, or API token) for the sandbox tenant; secrets are held in Coverbase’s secrets manager, never in configuration.
- Mapping workshop. Your field vocabulary (assessment types, ratings, statuses, custom attributes) is mapped once onto Coverbase’s model, with tenant-specific identifiers recorded in configuration.
- Sandbox verification. Full lifecycle runs against the sandbox, verified by reading the results back from your platform.
- Production cutover. Production credentials swap in; the mapping carries over unchanged.
Next steps
If you’d like to walk through how this maps to your specific environment, including which inbound integrations to prioritize, which webhook events to wire up first, and how onboarding sequences against your existing GRC and procurement stack, contact your Coverbase representative.Talk to your Coverbase team
We can also share customer reference architectures from organizations with similar tooling profiles.