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Connect an app and use it in a workflow

How-to8 minPractitionerAdd-on · Integration hub

Before you start

Connect an app once in the Integration hub, then let a workflowWorkflowAn automation: trigger plus steps, run per module; also called "flow" on the home page.Open glossary ↗ add a row to a sheet, post a message or fetch an invoice. This page uses Google Sheets as the example.

Connect the app

Section titled “Connect the app”
  1. Open Account settings and choose the Integration Hub card.
  2. Find the app, for example Google Sheets, and click Connect →.
  3. Follow what the app asks for. Some apps send you to their own sign-in page to give consent. Others open a Connect dialog in Beezr with the fields that app needs, such as an API key or a token.
  4. Type a Connection Name, for example Production Account.
  5. Click Connect.

Beezr shows “Connection created successfully.” The connection appears under the Connected button.

Use it in a workflow

Section titled “Use it in a workflow”
  1. Open the workflow and add a step. Under Connect, choose Integration.
  2. In the App section, click the connection you made. It shows a green dot and the word Connected.
  3. In What should it do?, choose an action. Actions are grouped as Read and Write.
  4. In Details, fill each detail. Required ones are marked Required. Insert data from earlier steps wherever a value changes from run to run.
  5. Under What you get back, name the result so later steps can use it.

What does the step do on each run?

Section titled “What does the step do on each run?”
  • It signs in with the connection’s own credentials. People who start the workflow need access to the workflow, not to the app.
  • It fills every detail with the data at that moment.
  • If the app answers with an error, the step fails and the run log shows the status and the app’s own message.
  • Inside a loop, the app is called once per round.

If no connections are listed, the step links to the hub so you can add one and come back.

Check yourself

What do you pick first in an Integration step?
Show the answer

The app connection. The step opens on App. The actions it offers depend on the connection you choose.

Sara wants a detail to change with each record. How does she fill it?
Show the answer

She inserts data, and Beezr fills it in for each run. Data you insert is replaced by its value at the moment each run happens.

What's next

Talking to any system: REST and webhooksChoose between the REST step, a webhook trigger and the Integration step when Beezr needs to talk to another system.Create and manage API keysCreate an API key for each system that starts your workflows by webhook, then pause, edit or delete it from one page.

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