Integrations
Integrations are the core of the Automations system.
Integrations are the core of the Automations system. They provide the "building blocks" (Triggers and Actions) that allow you to connect different services and automate your business processes.
Crucial First Step: You cannot build workflows until you have installed and connected at least one integration. These integrations populate your toolbox in the Flow Builder.
What do Integrations add?
Each integration expands the capabilities of the platform by adding:
Triggers: Events that can start a workflow (e.g., "New Zendesk ticket", "Email received").
Actions: Tasks the workflow can perform (e.g., "Post a reply", "Update ticket status", "Send a notification").
The more integrations you connect, the more powerful and flexible your automations become.
Why do I need to "Create a Connection"?
When you connect an integration (like Zendesk or TOPdesk), the system asks for information such as a Base URL and Authentication details.
This is necessary because:
Secure Access: The platform acts as an authorized agent on your behalf. To read data or perform actions, it needs valid credentials for your specific system instance.
Environment Targeting: Most systems have multiple environments. The Base URL tells our system exactly where your data lives.
Permission Control: You control exactly what the automation is allowed to see and do by managing the permissions of the connected account.
Connecting an Integration
To connect a new system, navigate to the Integrations page and follow the connection prompts for your chosen service.
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