Using Integrations in Processes

To use a webhook event integration in a workflow:

1. Go to the Builder Dashboard.

2. In the bottom left corner, click Add Integration.

   

3. Select Integration Trigger.

4. Choose the integration trigger that was created previously.

   

5. Add it to the workflow.

   

Once added, the workflow will automatically start when the configured webhook event is triggered.

API Call Integration

Follow these steps to use an API integration within a workflow:

1. Go to the Builder Dashboard and create a new process or open an existing one.

2. Right-click within the workflow canvas and select Add Step.

   

3. From the available step options, select Integration from the top middle to open the integration panel.

4. The panel will display all available integrations that have been configured in the system.

   

5. Click on the desired connector. A dropdown menu will appear showing all the available endpoints associated with that integration.

   

6. Choose the endpoint you want to use for the workflow action.

7. Click Add to include the selected integration endpoint in the workflow.

   

Once added, the workflow will be able to execute the configured API call as part of its process.