Advanced Action - External Request (Custom integration)
Last updated
Last updated
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This guide explains how to create a custom advanced integration with software that offers APIs.
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.
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.
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.
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.