Integrations: The Fundamentals

Create and manage your integration as described in the following sections:

• What is an Integration?
• Create an Integration
• Configure an Integration
• View an Integration
• Delete an Integration

What is an Integration?

Integrations

Create an Integration

To Create an Integration:

1. Open settings from the User menu.
2. Select Integrations  from the Automation dropdown menu.
   
3. Click + Add New in the top header of the Integrations list view to add a new Integration.
4. Fill out the required fields and hit Save.

Configure an Integration

Choose a Type

1. API - Workflows that trigger in the background of the system based on a button or other input
2. DB Insert - Workflows that are triggered based on a new record in the database
3. DB Update - Workflows that are triggered based on an updated record in the database
4. DB Upset - Workflows that are triggered based on a upserted record in the database
5. Time-Based - Workflows that are triggered based on a timed cycle

Integration Settings:

View the Workflow

To view the ingration configuration:

1. Open settings from the User menu.
2. Select Integrations from the Automation menu.
3. Select the integration in the list that you want to view.
4. Click the integration name or ID to be taken to the detail view.

Delete a Workflow

To delete an Integration:

1. Open settings from the User menu.
2. Select Integrations from the Automation menu.
3. Search for the Integration in the list that you want to delete.
4. Click the delete button. To see the delete button, you must have Delete options on the objects in one of the permission sets assigned to your user role.