Advanced Action - External Request (Custom integration)

Building a Custom Advanced Integration Using APIs

This guide explains how to create a custom advanced integration with software that offers APIs.

Objective

To enable integration with external platforms such as Zapier, accounting software, e-commerce software, or point of sale (POS) systems when direct integration is not available on our platform.

Steps to Create a Custom Integration

1. Accessing the Integration Feature:

   • Navigate to the flow builder and click on Add New Step.

   • Locate the Advanced Action option.

   • Select External Request from the list.

2. Configuring the Integration:

   • Select the Method: Choose the appropriate method for your request.

   • Webhook Insertion: Input the webhook URL to be used.

   • Parameter Input: Add the necessary parameters, including the body and any required authorization credentials.

3. Testing and Mapping Responses:

   • Press Test to ensure your setup is working correctly.

   • For returned responses, you can:

     • Map responses into different variables.

     • Create a JSON payload to organize all response values.

By following these steps, you can effectively create custom advanced integrations. For further assistance, feel free to contact support.