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Integration

How-to7 minExpertAdd-on · Integration hub

Before you start

An Integration step runs one action of an app you connected in the Integration hub. Use it to create a record in a connected app when a request is approved.

When should I use Integration?

Section titled “When should I use Integration?”

Use it when your workspace has the app as a connection. The connection holds the sign-in, so you only choose what to do. For an address that is not in the hub, use REST API. The step appears in the picker only if your workspace has the Integration hub add-on.

Add an Integration step

Section titled “Add an Integration step”
  1. Click + and choose Integration. It sits in the Connect group.
  2. Under App, choose a connection. If there are none, click Open the Integration Hub and add one.
  3. Under What should it do?, choose an action. Actions are grouped as Read and Write.
  4. Under Details, fill in the required values. Use Insert data for fields.
  5. Under What you get back, type a name in Name it.

What do the settings do?

Section titled “What do the settings do?”
SettingWhat it does
AppThe connection. Changing the app clears the action
What should it do?One action of that app. Changing it keeps values with the same name
DetailsThe action’s values. Required ones first, then optional ones under more options
What you get backThe fields the action returns, and the Name it for the result
Advancedthe request: what Beezr sends to the app

A detail marked as coming from the connection has nothing to fill in.

What should I watch for?

Section titled “What should I watch for?”
  • The run log shows the status and the app’s own message for each call.
  • Every detail is filled in for each run: inserted data is replaced by its value at that moment.
  • In a loop, the app is called once per round.
  • Boolean details are saved as true or false. Number details become numbers. For file details, choose a file field.

Check yourself

Omar builds a workflow with an Integration step. Who needs access to the connected app?
Show the answer

Nobody, the step uses the connection's own sign-in. Each run uses the connection's own sign-in, so people only need access to the workflow.

Where do you add the connection an Integration step uses?
Show the answer

In the Integration hub, then choose it under App. Connections live in the Integration hub. The step lets you choose one under App.

What's next

REST APICall any HTTP address from a workflow, send a body, sign in, and read the reply as fields that later steps can use.LoopRepeat the steps inside a loop for each record of a list, each item inside a field, or a set number of times.

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