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:
  2. Navigate to the flow builder and click on Add New Step.
  3. Locate the Advanced Action option.
  4. Select External Request from the list.
  5. Configuring the Integration:
  6. Select the Method: Choose the appropriate method for your request.
  7. Webhook Insertion: Input the webhook URL to be used.
  8. Parameter Input: Add the necessary parameters, including the body and any required authorization credentials.
  9. Testing and Mapping Responses:
  10. Press Test to ensure your setup is working correctly.
  11. 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.