Create & Manage Advanced Integrations

Advanced integrations include a single trigger with as many actions and conditionals as you choose.

Create an Advanced Integration

Instructions

1. Navigate to the Integrations tab
   
2. Click + New Integration
   
   
3. Select the Advanced integration card
   
   
4. Select one of the Components from the panel on the right and drag it onto the Design grid 
   
   
   • Triggers: You can choose one trigger from the list
   • Actions: Select up to 10 actions for your advanced integration
   • Logic: Learn more about how you can use If Conditional Logic in your integration. 
5. After adding the applicable trigger and action(s), select the components and configure the required fields in the panel on the right
   
   
   • Applications: Select the relevant application for the product
   • Credentials: Most components will have a required field for Credentials. Only the applicable credentials for your selected Application will show. Additional fields will display after you select a credential and will differ depending on the trigger/action. 
6. You will also need to add links for all components on the grid by clicking on the circle port on the right side of the trigger and connecting it to a rectangle port on the left side of an action
   
7. After all required configurations are complete, click Next
   
   
   Note: You will know you have completed all required configurations for your components when the ! icons are no longer displayed.
8. Configure the fields for the highlighted link by dragging the fields from your trigger at the top to the fields for your action at the bottom
   
   
   Note: The fields will differ depending on your selected trigger and action(s). There are two types of action fields that may show up in the column on the right, Autocomplete Dropdowns or Custom Text Input Fields.
9. Repeat step 8 for each link, as applicable
   
10. Once all required fields are filled out, select Next to move on
    
    
    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.
11. 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.
12. Click the pencil tool to edit the name of the integration
    
13. Click Save
    
    
14. Enable your integration using the toggle under the Status column
    

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Modify an Advanced Integration

1. Navigate to the Integrations tab
   
2. To modify an integration, you will click the Actions Menu (three dots) and select Modify
   
3. After selecting Modify, you will be brought to the Design Step of the integration workflow. All your previously defined configurations and fields will be auto-populated on the Design Step and the Configure Step
   
4. This workflow is the same as creating an advanced integration, but you will see some additional information on the Test & Confirm Step including information on who created and last modified an integration and when. Additionally, you’ll be able to enable and disable your integration from this screen as well
   

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Related Articles

• Integration Options
• Create a Simple Integration
• Triggers and Actions