An integration contains one or more flows set up to achieve your needs for manipulating and moving data between systems. An integration can refer to a single flow or a set of flows grouped together in a folder. The container that organizes these flows is an integration; and, it is represented by either a rectangular tile in the tile view or a specific row in the list view of the Home page. You can group flows into integrations however you like.
You can create an integration to group related integrator.io flows in the same location. But integrator.io stores any flow you create from the Resources menu in the Standalone Flows. Once you create additional integrations, you can move any flow stored in Standalone Flows to any integration.
Use the following steps to create a new integration:
- On the Home page at the top right, click Create and select Integration.
- Give your integration a name and an optional description.
- Click Save.
Your first integration is now created. You can view the integration on the Home page. To create flows in your integration, see Develop integrations in Flow Builder.
You can view your integration either as a tile in the default tile view or as a row in the list view. These views are only available on the Home page.
In the tile view, you can drag and drop an integration using the dots icon in the upper-left corner of the tile. The drag-and-drop feature is useful when you have many integrations and want to move them around based on your priorities.
In the list view, you can pin and unpin an integration. The pin/unpin feature is useful when you have many integrations but want to view select priority integrations at the top of the list.
From the Home page, in both views, you can perform actions like cloning, downloading, or deleting the integration.
Note: The options available vary based on whether your integration is for standalone flows. The action you can take will vary based on your role and permissions. Find out more about roles and permissions.
- Settings: This JSON settings field is exposed on many of the core resource types (integrations, flows, exports, imports, connections, etc.). You can use this field to parameterize the logic within your resource to incorporate hooks, filters, or handlebars. The settings fields stored on linked/related resources are also accessible at runtime. For example, the settings field defined at the integration tile level will be accessible to all flows running within the same integration tile. It is recommended that you create a custom form to expose and manage your settings fields, so that less technical users do not need to work with raw JSON.
- Flows: This tab lists all the flows in the integration tile. You can also create new flows for the integration from this tab.
- Dashboard: This tab allows you to monitor all flows. You can correct or retry any errors for any of the flows in the integration from this tab.
- Connections: This tab lists all the connections in your integration tile.
- Notifications: This tab allows you to configure and modify email notifications.
- Audit Log: This tab allows you to view and monitor all activity in your integration tile.
- Users: This tab allows you to view and manage all users who have access to the integration.
- Admin: This tab allows you to view and edit the Name, Description, and Readme for the integration tile.
- Clone integration: This button allows you to clone all components in the integration. This is useful if you plan on making a lot of modifications, but do not want to break anything that currently works while testing changes.
- Delete integration: This button allows you to delete the integration. You can't delete the Standalone Flows integration.
Check out our community forum for more info on integrator.io and Flow Builder. You can ask questions and post tips.