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🔗 Integration Actions

The Integration tab is designed to enable seamless connectivity between your workflow and external systems, services, or APIs. This capability allows you to extend the power of your workflows by integrating with third-party platforms, cloud services, or custom APIs.

What Are Integrations?​

Integrations serve as bridges, allowing your workflow to send and receive data from other applications. This includes popular services like CRM systems, email providers, payment gateways, messaging platforms, cloud storage, and many more.

Why Use Integrations?​

  • Automate Cross-System Processes: Trigger actions in other platforms automatically based on your workflow logic.
  • Enhance Data Flow: Synchronize data between systems to maintain consistency and reduce manual work.
  • Extend Workflow Capabilities: Leverage external tools and services to enrich your workflows.
  • Improve Efficiency: Reduce delays and errors caused by manual data transfers.

Getting Started with Integrations​

To set up and use integrations in your workflows, follow these steps:

  1. Access the Data Menu: Navigate to the Data menu in your application interface.

  2. Create or Add New Integration: Select "Create Integration" or "Add New Connection" to begin configuration.

  3. Configure Connection Details: Provide necessary credentials, endpoints, authentication tokens, or API keys depending on the service.

  4. Test and Save: Validate the connection to ensure it works correctly, then save the integration.

  5. Use in Workflows: Return to the Integration tab in the workflow editor to find and use your configured integrations in various actions.

Supported Integration Types​

  • REST APIs: Connect to any RESTful service with custom HTTP methods.
  • Webhooks: Send or receive real-time data via webhook endpoints.
  • Third-Party Connectors: Use pre-built connectors for popular services like Salesforce, Slack, Twilio, and more.
  • Database Integrations: Synchronize data with external databases.
  • Cloud Storage: Integrate with AWS S3, Google Drive, Dropbox, etc.

Best Practices​

  • Secure Your Credentials: Use encrypted storage for API keys and tokens.
  • Handle Errors Gracefully: Implement error handling to manage failed calls or timeouts.
  • Monitor Usage: Track API limits and usage to avoid service disruptions.
  • Document Integrations: Keep notes on connection details for maintenance and troubleshooting.

Troubleshooting Tips​

  • Ensure your network and firewall settings allow outbound connections to integration endpoints.
  • Verify API credentials and permissions.
  • Use logs and error messages for diagnosing issues.
  • Consult service-specific documentation for advanced configurations.

💡 Once integrations are configured, they will appear here for quick access and seamless integration into your workflows.

Summary​

The "WorkFlow : Actions" documentation provides a comprehensive guide to building automated workflows using a modular, low-code interface. It introduces Workflow Templates for common data operations like adding, updating, deleting, retrieving data, and running SQL or stored procedures. The Actions Dialog supports configuring Triggers such as HTTP Requests, Schedules, App Functions, and App Services. Users can define Request actions with methods, headers, authorization, and response handling. Scheduling allows workflows to run on time-based triggers, while App Functions support reusable logic and App Services expose APIs without authentication. Common Actions include HTTP calls, SQL queries, visual queries, web services, email, and storage operations. Variables Actions allow runtime state control, including creating, updating, or binding variables to responses or modals. Control Actions like If, ForEach, For Loop, Switch, Until, Terminate, and TryCatch manage the logical flow and error handling. Data Actions transform JSON or array data using filters, joins, selects, or convert to CSV/HTML tables. Database Actions handle record creation, retrieval, updates, deletions, transactions, and stored procedures. Lastly, Integration Actions allow connecting workflows to external services, set up from the Data menu. Altogether, this system supports powerful, maintainable, and dynamic business process automation.