Customers

Before integrations can run, you need to connect your customers' accounts in external apps and deploy integration logic to them.

Customers represent people or groups of people who use your application.

Integration Engine adds customers automatically as soon as a new Customer Id is seen in an Access Token used to access its API.

See Customers for more details.

Each customer can have multiple connections to external applications.

Connections

Connections provide access to your customers' accounts in external applications. Integration Engine stores and refreshes the customer's credentials in a Connection object.

To create a connection from inside your app, see Connection UI.

For more information on connections, see Connections.

Instances

Before using integrations (running actions or flows, configuring field mappings, etc), you need to deploy their instances to a given connection.

During the deployment, integration engine performs necessary steps to make the integrations work in the context of the connection:

• Subscribes to webhooks.
• Saves initial states of elements.
• Fetches connection-specific field schemas.
• ...

Ad-hoc Customer-level Integrations

Customer-level integrations are unique to a single customer.

In most cases you will build customer-level integrations as Flows.

To build a customer-level flow:

• Go to the Customers page
• Select the customer you need (you can create one if it doesn't exist yet).
• Go to the "Flows" page inside the customer's page.
• Create and configure a new flow.

Instead of creating a fully custom flow from scratch, you can build a Universal or App-level integration and then customize it for a specific customer.