Simple integrations have a single trigger and action and should be used when you want to sync data.
Create a Simple Integration
Navigate to the Integrations tab
Click + New Integration
Select the Simple integration card
Fill out the following fields on the Design screen:
Note: All dropdowns throughout this workflow are auto-complete drop-downs so you can narrow down your options by typing into the field. Additional fields will display after you select a credential. Learn more about the Integration options.
Short Description: Add a brief description for your integration that will be used as a title
Trigger: Select the product/application that will trigger the integration
Action: Choose the product/application affected by the integration’s trigger
Application: Select the applicable applications for the trigger/action
Credentials: In most situations after selecting your Application, a Credentials field will display. Only the applicable credentials for your selected Application will show.
When you are finished completing all required fields, select Next
Configure your integration using the fields from your Trigger in the left column and the fields from your Action in the right column
Note: The fields for both your Trigger and your Action will depend on what you chose in Step 1. There are two types of action fields that may show up in the column on the right, Autocomplete Dropdowns or Custom Text Input Fields.
Once all required fields are filled out, select Next
Note: At any point, you may select Back to be brought back to the previous step. Note that if any changes are made, the fields in Step 2 will likely change and your previous selections may be lost.
On the Test & Confirm screen, you will see an overview of your integration as well as step-by-step instructions on how to test your integration
Note: You will need to first save and enable your integration before your integration can be triggered as described in the Test Instructions.
Click Save
Enable your integration using the toggle under the Status column
Modify a Simple Integration
You can modify simple integrations from the Integrations listing screen. However, if you have a simple integration created before 10:30 a.m., Wednesday, September 30, 2020, your integration cannot be modified. You will need to disable the previous integration and create a new one. Users will be able to modify any simple integration created after this feature is released after this time.
For recurring content imports, you can modify your Manual Import integration to reuse the previously configured and mapped fields, rather than spending time configuring a new integration. Instead, modify and upload the new or updated version of your previous import document, and then run the import.
To modify an integration, you will select the Modify option from the action menu
After selecting modify, you will be brought to Step 1 of the integration screen. All your previously defined fields will be auto-populated in Step 1 and Step 2.
This workflow is the same as creating a simple integration, but there are a few different items on the right for each step when modifying your integration that you don’t see when you’re creating an integration. You can view when the integration was created and by whom as well as when the integration was last modified and by whom. You can also enable or disable your integration at any step.
