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Welcome

Integry helps software builders add user-facing integrations inside their apps and AI. Integry is a full-stack integration platform and we provide everything you need to build, delivery, scale, manage and support integrations.

Jump right in

Functions

Start here if you're adding integrations to your AI, Agent or Copilot.

Flows

Start here if you want to build workflow-style integrations for your users.

APIs and SDKs

Get up and running with SDKs and APIs.

Overview

Integry support hundreds of apps. See the full list here.

What can I do with a supported app?

Connect to the App

Your users can connect to the app. Integry manages the authentication process and refreshes tokens (if applicable). For more, see .

Call Functions

You can call functions to push/pull data to/from that app. Make a call to find out what's possible. For more, see .

Build Flows

You can build complex workflows that sync data one-way between your app and another app, or sync data bi-directionally. For more, see .

Make Passthrough Requests

If you'd rather just consume the app's endpoints directly (while Integry manages auth), you can do that too! Simply make .

What if Integry does not have the app I need?

If we're able to access it, we'll be happy to add it! Our apps roadmap is entirely customer-driven. Tell us what you're looking for?

Access Control and Testing

Controlling access

You control the access of each app in your workspace. They can be accessed by:

  • All users

Authentication
GET /functions?app=<app_name>
Functions
Flows
Passthrough Requests
  • No one

  • Configure access for an App

    1. Go to Apps.

    2. Click an app to open configure screen.

    3. Toggle to Access.

    4. Set The app can be accessed by to the desired option.

    Testing

    Beta users can test apps, functions or flows from within the Integry app, or from the embedded UI in your app.

    Testing from the Integry app

    Go to Apps and click View as a User.

    It opens the embeddable UI in a modal. This view is live, i.e., you are accessing it as a real user, and all changes you make will impact connected accounts of the selected user.

    By default, your user ID will be selected. If you want, you can select a different user to impersonate but please remember that this is live and changes cannot be reversed.

    If the selected user is a Beta User, you should see additional apps that only Beta users can access. Feel free to test your new ideas. When you're ready to release them, go back and make the app accessible to All users.

    Testing in your app

    The embedded UI in your app will automatically show additional apps that only Beta users can access. No further action is needed in Integry.

    Feel free to test your new ideas. When you're ready to release them, go back to the Integry app and make the app accessible to All users.

    Beta users only

    Fireflies

    Authentication

    Fireflies uses API Key authentication.

    Aircall

    Authentication

    Aircall uses Basic authentication with an App ID and API Token combination.

    Authentication

    When your user click an app's name in the Integry marketplace, or you directly call connectApp() or showApp(), Integry asks the user to connect their account in that app. Once they connect, Integry automatically adds the user's auth credentials in onwards HTTP requests to that app.

    The authentication process for some apps may be as Basic as asking for a username and password that Integry will include in the Headers of HTTP requests. Many apps today require using the OAuth 2.0 protocol to get an access token that Integry will include in the HTTP request. If the token has expired, Integry will refresh the token and retry the request.

    Authentication types

    OAuth 2.0

    Use Integry's developer app for OAuth 2.0

    By default, most apps that use OAuth 2.0 for authentication are configured to use Integry's built-in developer app. This means that we don't make you set up a new developer app to perform actions in that app. That said, whenever you're ready to do it, you can simply switch to

    Note: Some apps like Zoom can only be connected with your developer app. Follow the same steps below to provide your developer app credentials and you're all set.

    Use your developer app for OAuth 2.0

    In this tutorial, we white-label OAuth 2.0 for HubSpot by creating a developer app in your HubSpot developer account. Skip to step 10 if you already have a developer app. We don't have guides for other apps but the steps will be quite similar.

    1. Go to HubSpot's .

    2. Enter your login credentials.

      • If you don't have a developer account on HubSpot, you can create .

    3. Go to Apps.

    Once enabled, any new users who set up integrations with Hubspot will see your app's branding (instead of Integry) on the Hubspot authorization screen, and we will use your developer app when we call Hubspot's API on their behalf. However, existing integrations will continue to use Integry's developer app because that's what the existing users used to login. If/When they disconnect their Hubspot account and reconnect, they will also login using your developer app (and not see Integry).

    API-Key

    API-key based authorization type is known for its simplicity. The end-user signs into TPA, gets their API key, and copies it in their application to use. API-key is the name given to a secret token that is submitted to a web service along with a request. The key identifies the end-user in the TPA and performs an API request on behalf of that end-user. For the scope of Integry, once you enter your API-key while authenticating, Integry will consume your API-key for future communication.

    API-key based authentication is not a highly recommended auth type due to security loopholes. As an entity gets hold of the end-user's API key, they have to keep it safe (just like a password), because it maybe dangerous if an unauthorized entity accesses it.

    API-Key and Secret

    This is a modification of API-key. A combination of API-key and API Secret is used for authentication. It works the same as API-key. When an application is registered with the API, it generates a key and a secret for that application. Whenever the application makes a request, its request consists of the key and secret as well.

    API-Key with URL

    This works the same as API key, but the API calls are sent to the URL specified by the end-user while they're authenticating their TPA accounts.

    Basic

    It only requires a username and password for authentication. It is the least recommended way of authentication.

    Basic with URL

    In addition to their username and password, it requires your end-users to provide a custom URL.

    Basic with API-Key

    In addition to their username and password, it requires your end-users to provide a custom authorization URL and an API-key.

    Connect one/multiple account(s)

    By default, all apps are configured to allow a user to connect one account per app. To allow multiple connected accounts for an app, do the following:

    1. Go to Public Apps.

    2. Click the configure button for the app.

    3. Go to Authentication.

    4. Set "Users can connect" to "Multiple accounts".

    Note: Once a user has connected multiple accounts for an app, you must include a connectedAccountID when you call , and . You can call to get the list of connected accounts for an app.

    Aha!

    The app organizes and integrates content from the web between your phone and car for easy access on the go. It is an online tool to run your product campaigns, work on roadmaps, and chalk out detailed features and user stories. Aha! works with a bug tracking system for the timely execution of products and their features. The Aha! App Connector helps you sync and manage ideas with other third-party apps.

    Specifications

    Before you connect your Aha! account with Integry, here are a few things you need to learn about the Aha! App Connector.

    Customer.io

    enables users to send newsletters to selected segments of customers using their website data. It provides segmentation based on the activity of your website visitors so that you can generate personalized messages. It creates profiles of every sign-up based on on-site and in-app behavior. You can use it to keep a record of all emails and messages sent to users and track the usage trends of your app. The Customer.io App Connector syncs and manages customers and events with other third-party apps.

    Specifications

    Before you connect your Customer.io account with Integry, here are a few things you need to learn about the Customer.io App Connector.

    ServiceTitan

    Authorization

    Your users will authenticate to ServiceTitan via OAuth 2.0 using their own client credentials. You need to for this process.

    FAQs

    Everhour

    is a time tracking and expense management software equipped with budgeting, forward resource planning, expense tracking, dashboards, and reports. You can use it to budget and track your projects, identify the resources and distribute them optimally amongst team members, track your time and tasks, create invoices from the time entries, and send them to your clients. It also helps your end-users create flexible reports of their projects. It integrates with several apps so that you can track time inside the app. The Everhour App Connector syncs and manages projects with other third-party apps.

    Specifications

    Before you connect your Everhour account with Integry, here are a few things you need to learn about the Everhour App Connector.

    FTP

    FTP is a standard network protocol provided by TCP/IP that can be used for transmitting files between hosts over the internet. You can use it to keep the data from your files synced between a remote computer and any app. You can also use it to access a remote computer that isn't a dedicated server with credentials like IP address, username, password, and optionally a port. Using FTP, you can sync the data on any online app with files like Text and CSV on a remote computer. This integration will keep reading your file periodically to keep the data up-to-date. The FTP App Connector can be used to make a connection with the FTP server.

    Specifications

    Before you connect your FTP account with Integry, here are a few things you need to learn about the FTP App Connector.

    Airtable

    is an online platform that allows you to create a custom database of apps tailored to your specific needs and workflows. It helps you to create a single source of features according to your team's work. It also helps you build custom interfaces that deliver relevant information to your team members, which they can use to plan their future actions. The Airtable App Connector syncs and manages records with other third-party apps.

    Specifications

    Following are the basic specifications of the Airtable connector.

    Authorization Type

    The authorization type is API Key. The API key identifies the end-user, and Integry uses this key to perform an API communication with FTP on behalf of that end-user.

    Trigger Type

    The trigger is webhook-based. Therefore, as soon as an event occurs, Integry will receive the trigger instantly.

    Limitations

    There are no limitations of the FTP App Connector.

    Authorization Type

    Aha! uses API key + URL authorization type. An API key and URL identify the end-user. Integry uses this key to perform an API request to Aha! on behalf of that end-user.

    Trigger Type

    The triggers in Aha! are poll-based. Integry will send a request to Aha! every 5 minutes to collect data. In case of an occurrence of selected events, a trigger will be received at Integry with the required payload. Therefore, when you set up an integration (in which Aha! acts as a trigger application) and perform an action in Aha!, expect a 5-minute delay for the trigger to be received at Integry.

    Limitations

    Presently there are no limitations of the Aha! App Connector.

    Aha!
    Authorization Type

    The authorization type configured for this connector is basic. The basic auth type usually asks for your username and password and authenticates using those.

    Trigger Type

    There are no published triggers yet for the Customer.io App Connector.

    Limitations

    Currently, there are no limitations of the Customer.io App Connector.

    Customer.io
    Where can I find the Tenant ID in ServiceTitan?

    To authenticate to ServiceTitan via OAuth, you will need your Tenant ID. Follow these steps to find your ServiceTitan Tenant ID:

    1. Sign in to ServiceTitan: Log in to your ServiceTitan account with administrative privileges.

    2. Navigate to Settings: Go to the settings menu from the main dashboard.

    3. Access API Integrations: Within the settings, look for the section related to API integrations or OAuth settings.

    4. Find Tenant ID: The Tenant ID will be listed under the API integration settings. It might be labeled as "Tenant ID" or "Account ID".

    set up your own OAuth app
    Authorization Type

    Everhour uses the API Key authorization type. An API key identifies the end-user, and Integry uses this key to perform an API communication with Everhour on behalf of that end-user.

    Trigger Type

    Everhour uses webhook-based triggers. Therefore, Integry will receive the trigger instantly as soon as an event occurs.

    Limitations

    Presently, there are no limitations of the Everhour App Connector.

    Everhour
    Authorization Type

    Airtable uses the API key based authorization method. The API key identifies the end-user, and Integry uses this key to perform an API communication with Airtable on behalf of that end-user.

    Trigger Type

    No triggers are implemented in the Airtable App Connector.

    Limitations

    Currently, there are no limitations of the Airtable App Connector.

    Airtable

    GoToTraining

    GoToTraining is a web-hosted online training service. It offers online classroom and desktop sharing via the Internet in real time. It allows the desktop view of a host computer to be broadcast to a group of computers connected to the host through the Internet. You can use it to provide online training to your end-users on any device. It helps you manage online course catalogs, registration forms, and study material and accept payments. All the transmissions are protected with high-security encryption and passed through highly restrictive firewalls. The GoToTraining App Connector helps sync and manage trainings with other third-party apps.Specifications Before you connect your GoToTraining account with Integry, here are a few things you need to learn about the GotToTraining App Connector.

    Authorization Type

    GoToTraining uses the OAuth2 based authorization method. The access token expires in 24 hours. It is automatically refreshed through a refresh token when it expires.

    Trigger Type

    No triggers were implemented in the GoToTraining App Connector.

    Limitations

    There are no limitations of the GoToTraining App Connector.

    Flow Tutorials

    Here's a collection of common scenarios

  • Click "Create app".

  • In the "App Info" tab, enter your app's name.

    • The name you enter here will appear on the authentication and authorization screens when your users will set up a flow with HubSpot.

  • Upload your app's logo.

    • The logo you upload here will appear on the authentication and authorization screens when your users will set up a flow with HubSpot.

  • Go to the Auth tab and enter https://app.integry.io/auth/redirect/ as the redirect URL.

    • When your users connect their HubSpot account while setting up the integration, they will be taken to HubSpot's authentication server. After being verified by the authentication server, they will be redirected to the above URL.

  • Scroll down to select scopes.

    • Scopes will determine the permissions to read/write data from/in your HubSpot account.

    • Select the following scopes:

      • crm.schemas.deals.readcrm.objects.contacts.readcrm.objects.contacts.writecrm.objects.companies.readcrm.objects.companies.writecrm.lists.readcrm.lists.writecrm.objects.deals.readcrm.objects.deals.writecrm.schemas.contacts.readcrm.schemas.companies.readcontentoauth

    • Copy each scope and paste it in the search bar.

    • Select the "read" or "write" permission by clicking the checkbox. Your selected scope will be added.

    • This is how the permissions section will appear on the authorization screen for your users.

  • Click on Create App. When your app is created, a "Client ID" and "Client secret" will be generated for your developer app. Go to the "Auth" tab to copy your Client ID and Client secret. You will use these credentials while configuring white-labeled OAuth in Integry.

  • Go to the 'Flows' tab.

  • Click on the three-dots menu for flow with HubSpot.

  • Click on 'Auth Settings.

  • Enter your Client ID, Client secret, and scopes in the respective fields.

    • The scopes you enter here should match with the scopes you select in your developer app.

    • Copy scopes from here: content oauth crm.schemas.deals.read crm.objects.contacts.write crm.objects.companies.write crm.lists.write crm.objects.companies.read crm.lists.read crm.objects.deals.read crm.schemas.contacts.read crm.objects.deals.write crm.objects.contacts.read crm.schemas.companies.read

  • Click Test.

    • As a result, an authentication UI opens up in your browser.

    • After a successful login, an authorization UI opens in your browser. The permissions you see here are the scopes you selected while creating your app. Click on Connect app.

  • If your test is successful, you'll see a green tick.

  • In case of an error, you'll see an error icon, click 'See details' to view error details.

    • You'll see the steps performed by Integry on behalf of Doneday to authenticate and authorize the user. Check the Network Code to see which step failed.

    • Click "View Payload" to see the details of the API call and troubleshoot accordingly. Here are some potential error messages you may encounter:

      • invalid_grant: Indicates that the OAuth client key or secret is not properly configured with the necessary grants or scopes

      • BAD_CLIENT_SECRET: Indicates an invalid or incorrect client secret was provided

      • Unauthorized: Indicates that the client key or secret provided is not authorized to perform the requested action

  • Click on Enable to enable white-labeled OAuth in your flows.

  • using your developer app for OAuth 2.0.
    developer site
    one for free
    disconnectApp()
    showFunctionUI()
    invokeFunction()
    getConnectedAccounts()

    Elastic Email

    Integry supports a number of actions of Elastic email.

    Authentication

    Elastic Email uses API-Key authentication.

    Actions

    For more, please see

    ActiveCampaign

    ActiveCampaign is an automated email marketing app. You can use it to send personalized content to your end-users based on their interests and past actions. It also helps to create automated workflows. The ActiveCampaign App Connector manages and syncs contacts with other third-party apps.

    Specifications

    Before you connect your Insightly account with ActiveCampaign, you can go through some basic specifications of the ActiveCampaign App Connector.

    Authorization Type

    ActiveCampaign uses an based authentication. Both the API key and the URL to your instance can be found inside the settings of your Active Campaign account.

    Trigger Type

    ActiveCampaign connector supports both and triggers.

    • Contact object has poll-based triggers. This means for the contact object, Integry will send a request to ActiveCampaign every 5 minutes to collect data. In case of an occurrence of selected events, a trigger will be received at Integry with the required payload. Therefore, when you set up an integration (in which ActiveCampaign acts as a trigger application) and perform an action in ActiveCampaign, expect a 5-minute delay for the trigger to be received at Integry.

    • Campaign and Deal objects have webhook-based triggers. Therefore, for campaign and deal objects, Integry will receive the trigger instantly, as soon as an event occurs.

    Limitations

    The following types of custom fields are not supported for mapping in the triggers/queries:

    • List box

    • Dropdown

    • Checkbox

    • Radio

    Freshdesk

    Freshdesk is an online cloud-based customer service software providing helpdesk support with smart automations. It streamlines customer conversations across channels like email, social media, phone, and chat. The Freshdesk App Connector manages and syncs contact, company, and ticket with other third-party apps.

    Specifications

    Before you connect your Freshdesk account with Integry, here are a few things you need to learn about the Freshdesk App Connector.

    Authorization Type

    Freshdesk uses the authorization. An API key +URL identifies the end-user, and Integry uses this key+URL combination to communicate with Freshdesk's API on behalf of that end-user.

    Trigger Type

    The contact triggers are , which means Integry will send a request to Freshdesk every 5 minutes to collect data for contact triggers. In case of an occurrence of selected events, a trigger will be received at Integry with the required payload. Therefore, when you set up an integration (in which Freshdesk acts as a trigger application) and perform an action in Freshdesk, expect a 5-minute delay for the trigger to be received at Integry.The ticket trigger is . Therefore, as soon as an event occurs, Integry will receive the trigger instantly.

    Limitations

    Presently, there are no limitations of the Freshdesk App Connector.

    Constant Contact

    Constant Contact is an online tool for email marketing. This platform can be used to create and manage campaigns and templates for email marketing, strengthen customer relations, and grow your contact lists. It enables you to create segmented customer lists and keep track of the sent emails. The Constant Contact App Connector helps you manage and sync contacts and email campaigns with other third-party apps.

    Specifications

    Before you connect your Constant Contact account with Integry, you can go through some basic specifications of the Constant Contact App Connector.

    Authorization Type

    Constant Contact uses the authorization type. The access token expires in 24 hours and gets refreshed automatically after expiration.

    Trigger Type

    The triggers in Constant Contact are . Integry will send a request to Constant Contact every 5 minutes to collect data. In case of an occurrence of selected events, a trigger will be received at Integry with the required payload. Therefore, when you set up an integration (in which Hubspot acts as a trigger application) and perform an action in Constant Contact, expect a 5-minute delay for the trigger to be received at Integry.

    Limitations

    At present, there is only one limitation of the Constant Contact App Connector that while updating an email campaign, only the name can be updated.

    Mautic

    Integry supports the flowing actions of Mautic.

    Actions

    Name

    Method

    Description

    Create Email

    POST

    Creates a new email

    For more, please see .

    Authorization

    Mautic uses authorization type. The end-user is identified through a combination of basic authentication (username and password) and a specific URL. Integry uses these credentials to perform API requests to Mautic on behalf of the end-user.

    FAQs

    Why was my campaign created, but there was no HTML inside it? This issue occasionally occurs due to a problem with the Mautic API. Since this is a problem on Mautic's end, there's not much we can do to resolve it directly. However, this issue is rare, and retrying after some time usually resolves it. We have reported this problem to Mautic for further investigation.

    Capsule CRM

    Capsule CRM is an online customer relationship manager for individuals, small businesses, and sales teams wanting a simple, effective, and affordable solution. This tool keeps customer information along with easy history tracking. The Capsule CRM App Connector is multi-purpose and can be used to sync and manage people, opportunities, tasks, and cases between your Capsule CRM account and other third-party app accounts.

    Specifications

    Before you connect your Capsule CRM account with Integry, here are a few things you need to learn about the Capsule CRM App Connector.

    Authorization Type

    Capsule CRM uses the authorization method where the access token expires after seven days. A refresh token is used to generate a new access token after it expires. This won't have any impact on current integrations if implemented properly. This authorization enables third-party applications (clients) to gain delegated access to protected resources in Capsule via an API. When setting up an integration, you need to allow Integry to use your Capsule CRM account.

    Trigger Type

    Triggers in Capsule CRM are . Therefore, Integry will listen for events happening inside your Capsule account.

    Limitations

    As of now, there are the following limitations in the Capsule CRM App Connector:

    • Custom fields are not supported in queries.

    • While creating/updating a person or an opportunity, you can only attach a single tag.

    • You can only add a single email, social site, phone, and address while creating a person.

    ClickSend

    ClickSend is a cloud-based service that lets you send and receive SMS, Email, Voice, Fax, and Letters worldwide. The app provides integratable products necessary for business communications. You can use their dashboard or APIs to send across rich media. The ClickSend App Connector helps you sync and manage contacts and campaigns with other third-party apps.‍

    Specifications

    Before you connect your ClickSend account with Integry, here are a few things you need to learn about the ClickSend App Connector.

    Authorization Type

    ClickSend uses authorization type. The end-user is identified by an API key and secret. Integry uses this information to perform an API request to ClickSend on behalf of that end-user.

    Trigger Type

    The triggers in ClickSend are . Integry will send a request to ClickSend every 5 minutes to collect data. In case of an occurrence of selected events, a trigger will be received at Integry with the required payload. Therefore, when you set up an integration (in which ClickSend acts as a trigger application) and perform an action in ClickSend, expect a 5-minute delay for the trigger to be received at Integry.

    Limitations

    Currently, there is only one limitation of the ClickSend App Connector, there is no trigger to fetch updates in the campaign.

    Amazon SES

    Amazon Simple Email Service (SES) is an email service that enables developers to send mail from within any application. It can easily be configured to support several email use cases, including transactional, marketing, or mass email communications. It offers flexible IP deployment and email authentication options to help drive higher deliverability and protect the sender's reputation. The Amazon SES App Connector helps you sync and manage email templates with other third-party apps.

    Specifications

    Before you connect your Amazon SES account with Integry, here are a few things you need to learn about the Amazon SES App Connector.

    Authorization Type

    Amazon SES uses API Secret, and API Region type of authorization, where you have to provide both your API key and secret along with your AWS region.

    Trigger Type

    Amazon SES supports triggers for email templates. Integry will send a request to Amazon SES every 5 minutes to collect data. In case of an occurrence of selected events, a trigger will be received at Integry with the required payload. Therefore, when you set up an integration (in which Amazon SES acts as a trigger application) and perform an action in Amazon SES, expect a 5-minute delay for the trigger to be received at Integry.

    Limitations

    Currently, the name of an email template cannot be updated.

    EverAction

    EveryAction is a CRM that handles fundraising, donor management, and advocacy. It helps you segment and manage fundraising data, volunteers, and donors. You can effectively manage your campaigns through features such as integration with social networks, one-click donations, and better event management. It also helps with marketing automation, predictive analysis, and membership management. EveryAction App Connector syncs and manages contacts with other third-party apps.

    Specifications

    Before you connect your EveryAction account with Integry, here are a few things you need to learn about the EveryAction App Connector.

    Authorization Type

    EveryAction uses the authorization type. This authorization type asks for your username and password and authenticates using those.

    Trigger Type

    The EveryAction connector used triggers. Integry will send a request to EveryAction every 5 minutes to collect data. In case of an occurrence of selected events, a trigger will be received at Integry with the required payload. Therefore, when you set up an integration (in which EveryAction acts as a trigger application) and perform an action in EveryAction, expect a 5-minute delay for the trigger to be received at Integry.

    Limitations

    Presently, there are no limitations of the EveryAction App Connector.

    RingCentral

    Authorization

    Your users will log in to RingCentral via OAuth 2.0 using Integry's developer app. You can replace it by setting up your own.

    FAQs

    Which OAuth scopes are currently supported for RingCentral?

    When authenticating to RingCentral via OAuth, we currently support a limited set of scopes. These scopes grant specific permissions to access various features within the RingCentral platform. Below is the list of scopes we support and the functionalities they allow:

    • ReadCallLog: Access to view the user's call log data.

    • CallControl: Manage and control ongoing calls.

    • Contacts: Read access to the user's contacts.

    • SMS: Send and receive SMS messages.

    At the moment, only these scopes are available for integration. If additional scopes are required, please reach out to us with your request.

    MoonMail

    MoonMail is an online email marketing platform that allows you to draft and share newsletters. You can use its features, like email, voice, SMs, etc., to increase your sales and conversion rates. It provides automated email marketing with the ability to add new contacts or update existing ones. You can trigger your campaigns based on certain events. The MoonMail App Connector syncs and manages email templates with other third-party apps.

    Specifications

    Before you connect your MoonMail account with Integry, here are a few things you need to learn about the MoonMail App Connector.

    Authorization Type

    MoonMail uses the based authorization. An API key identifies the end-user, and Integry uses this key to communicate with MoonMail's API on behalf of that end-user.

    Trigger Type

    Presently, there are no triggers implemented for MoonMail.

    Limitations

    Currently, there are the following limitations to the MoonMail App Connector:

    • The longitude and latitude values in contact action need to be decimal.

    • The country code in contact action mu

    Drip

    Drip is an Ecommerce CRM that offers email marketing automation. You can have customer interactions that have a greater impact. It enables you to provide a personalized user experience to your customers and make the best decisions based on insights and data. You can also automate your workflows, create engaging content and roll out personalized emails for each customer with the help of Drip. It also offers customer segmentation based on actions. App Connector helps you sync and manage People with other third-party apps.

    Specifications

    Before you connect your Drip account with Integry, here are a few things you need to learn about the Drip App Connector.

    Authorization Type

    Drip uses the authorization type. The access token is long-lived, which means it will be generated only once and never expire.

    Trigger Type

    The triggers used are . Integry will receive the trigger instantly as soon as an event occurs in Drip.

    Limitations

    So far, there are no limitations of the Drip App Connector.

    Customer.guru

    Customer.guru is a tool for tracking customer satisfaction using Net Promoter Score (NPS). You can use this to analyze your customers in different segments based on what they ordered when they ordered, and how many orders they have placed. Customer.guru generates reports and lets you closely analyze customer data and activities. You can also create simple and customized surveys and use its follow-up features to achieve a higher response rate. The Customer.guru App Connector syncs and manages surveys with other third-party apps.

    Specifications

    Before you connect your Customer.guru account with Integry, here are a few things you need to learn about the Customer.guru App Connector.

    Authorization Type

    The authorization type configured for this connector is . The basic auth type usually asks for your username and password and authenticates using those.

    Trigger Type

    No triggers are implemented in the Customer.guru App Connector.

    Limitations

    There are no limitations of this App Connector.

    Unbounce

    Unbounce is an online platform that helps you engage with your target market by developing highly-optimized landing pages. You can design landing pages that convert your visitors into customers without writing a single line of code. Unbounce offers conversion-focused, industry-specific templates for landing pages. You can customize the templates by dragging and dropping design elements and adding custom images. Furthermore, Unbounce lets you publish SSL-encrypted landing pages. The Unbounce App Connector helps sync and manage leads with other third-party apps.

    Specifications

    Before you connect your Unbounce account with Integry, here are a few things you need to learn about the Unbounce App Connector.

    Authorization Type

    Unbounce uses the authorization method. The access token expires in 10 minutes and gets refreshed automatically after expiration.

    Trigger Type

    The lead object has triggers. Therefore, Integry will receive the trigger instantly as soon as an event occurs.

    Limitations

    Currently, there are no limitations of the Unbounce App Connector.

    Groove

    Groove is an all-in-one sales solution that gives you a knowledge base. It enables you to respond to your customers' tickets without any hassle. You can also use it to convert your email inbox into your team's customer service help desk. Groove comes with a customizable contact widget, which lets you embed contact forms to your website. The Groove App Connector syncs and manages tickets with other third-party apps.

    Specifications

    Following are the basic specifications of the Groove connector.

    Authorization Type

    The authorization type is . The API key identifies the end-user, and Integry uses this key to perform an API communication with Groove on behalf of that end-user.

    Trigger Type

    The triggers in Groove are . Therefore, as soon as an event occurs, Integry will receive the trigger instantly.

    Limitations

    Presently, there are no limitations of the Groove App Connector.

    Brevo

    Brevo (formerly called Sendinblue) is a SaaS company that provides relationship marketing. Their app allows you to use their built-in templates to create customized newsletters. The app helps you automate your marketing using workflow templates and scheduled emails. You can also analyze your performance through built-in statistics and reports available in the app. The Sendinblue App Connector helps you sync and manage contacts with other third-party apps.

    Specifications

    Before you connect your Sendinblue account with Integry, here are a few things you need to learn about the Sendinblue App Connector.

    Authorization Type

    Sendinblue uses authorization type. The end-user is identified by an API key, and Integry uses this key to perform an API request to Sendinblue on behalf of that end-user.

    Trigger Type

    Sendinblue uses triggers. Therefore, as soon as an event occurs, Integry will receive the trigger instantly.

    Limitations

    Currently, boolean and category type custom fields are not supported in mapping.

    Jotform

    Integry supports a number of triggers and actions of Jotform.

    Triggers

    Accelo

    is an online platform to manage your projects, services, sales, and retainers. It is an intelligent system for project management, invoices and payments, and CRM features. It helps in tracking time and progress, managing CRM contacts, dealing with client requests, and also coordinating with your team. The Accelo App Connector syncs and manages contacts with other third-party apps.

    Authentication

    Accelo uses authentication.

    Sendy

    Integry supports the flowing actions of Sendy.

    Actions

    Chargify

    is a billing system for Web 2.0 and SaaS companies. It provides the revenue management tools you need for your business. Chargify enables you to manage billing and subscription for B2B SaaS customers. It also offers features like self-serve product plans, support for trial periods, complicated billing structures, and multiple payment collection options. The Chargify App Connector can help sync and manage customers with other third-party apps.

    Specifications

    Before you connect your Chargify account with Integry, here are a few things you need to learn about the Chargify App Connector.

    ClickUp

    is a productivity platform that helps make management, communication, and collaboration smooth and simple with its built-in tools. You can use it to create custom workflows, communicate effectively through assigned comments, and work on multiple tasks through the multitask toolbar. It offers a tree structure view of your tasks. You can also customize the interface according to your needs. The ClickUp App Connector syncs and manages tasks with other third-party apps.

    Specifications

    Before you connect your ClickUp account with Integry, here are a few things you need to learn about the ClickUp App Connector.

    Asana

    is a project planning and tracking app. You can use it to keep an eye on your project's progress and discuss it among your team from one place. It helps you organize your tasks and connect with your teams over the internet remotely. It offers workflow templates that can be used to define your project's steps. The Asana App Connector syncs and manages projects, tasks, and tags with other third-party apps.

    Specifications

    Following are the basic specifications of the Asana connector.

    Google Contacts

    is an online platform that allows you to manage your contacts and keep track of all your conversations. You can use it to manage all your contacts online in one place, review your recent conversations and create notes about your contacts. It also lets you save the details of contacts that you email the most. The Google Contacts App Connector syncs and manages contacts with other third-party apps.

    Specifications

    Before you connect your Google Contacts account with Integry, here are a few things you need to learn about the Google Contacts App Connector.

    E-goi

    is an online tool for Marketing Automation that any company can use to manage its entire sales cycle, from capturing leads to customer conversion and loyalty. With E-goi schedule, you can create landing pages, forms, and pop-ups, perform advanced automation, and implement an E-mail marketing strategy, SMS, WebPush, Push Notification, and Voice campaigns. You can also do behavioral and intention tracking on web pages and online stores and have a public API. The E-goi App Connector helps to sync and manage e-mail campaigns, emails, and SMs with other third-party apps.

    Specifications

    Before you connect your E-goi account with Integry, here are a few things you need to learn about the E-goi App Connector.

    Moosend

    is a web-based marketing automation tool that helps you seamlessly manage your email campaigns, so you can grow your business. This email platform helps small and medium businesses to increase lead generation and nurture audience. The Moosend App Connector can be used to sync and manage campaigns and members with other third-party apps.

    Specifications

    Before you connect your Moosend account with Integry, you can go through some basic specifications of the Moosend App Connector.

    Nimble

    is an online platform that combines high-end CRM systems and social media. You can use the dashboard available in Nimble to monitor the history of your customers. Nimble automatically syncs your data and brings your customers' data to one place. The Nimble CRM App Connector helps you manage and sync contacts with other third-party apps.

    Specifications

    Following are the basic specifications of the Nimble App Connector:

    Coda

    is a tool that combines features of documents, spreadsheets, databases, notes, and project management tools. It enables you to collaborate with your team and populate your documents with text and infographics. You can use it to add text, reports, graphs, invoices, etc., and organize them into folders. It has adaptive views to enable your team or manager to work off the same data. The Coda App Connector syncs and manages documents with other third-party apps.

    Specifications

    Before you connect your Coda account with Integry, here are a few things you need to learn about the Coda App Connector.

    Keap

    is an automated email marketing and sales platform to deliver personalized service to clients. Keap includes products to manage customers, customer relationships, marketing, and e-commerce. You can use it to collect leads, write emails and texts, send emails to segmented lists, and carry out auto follow-ups. The Keap App Connector syncs and manages contacts with other third-party apps.

    Specifications

    Before you connect your Keap account with Integry, here are a few things you need to learn about the Keap App Connector.

    Basecamp3

    is an online tool to manage all your resources and data. It offers features like to-do lists, calendars, message boards, and much more. You can also collaborate with your team and participate in discussions to get a solid view of what's going on in your organization. The Basecamp3 App Connector helps you sync and manage messages, todos, and comments with other third-party apps.

    Specifications

    Before you connect your Basecamp3 account with Integry, here are a few things you need to learn about the Basecamp3 App Connector.

    Eventbrite

    is an event management and ticketing website. It is used to search and manage all types of local events. With this tool, you can find or create an event in your area. It also allows you to manage a secure event ticketing process and analytics. The Eventbrite App Connector enables you to automatically sync the events created or tickets purchased with any other third-party app.

    Specifications

    Before you connect your Eventbrite account with Integry, you can go through some specifications of the Eventbrite App Connector.

    Formstack

    is an online data management solution that helps users collect information through various types of online forms, including surveys, job applications, event registrations, and payment forms. You can use it to create responsive forms, customize them through easy drag and drop, and integrate them in minutes. The forms can be created from scratch, or via pre-built templates. Formstack is extremely secure and can help in online payments as well. The Formstack App Connector syncs and manages forms with other third-party apps.

    Specifications

    Before you connect your Formstack account with Integry, here are a few things you need to learn about the Formstack App Connector.

    ConvertKit

    is an email marketing software with features for creators. It helps you grow your email list through vibrant forms, trackable data, and automations. You can schedule targeted content for your subscribers and build personalized automated emails through the sequence builder and define rules with workflows. ConvertKit supports subscriber segmentation through tags. ConvertKit syncs and manages subscribers with other third-party apps.

    Specifications

    Before you connect your ConvertKit account with Integry, here are a few things you need to learn about the ConvertKit App Connector.

    ActiveTrail

    is a well-known web-based app for email marketing. The ActiveTrail App Connector manages and syncs templates with other third-party apps.

    Specifications

    Following are the basic specifications of the ActiveTrail App Connector.

    MeisterTask

    is an online multi-platform collaboration and project management tool. You can use it to organize and manage tasks in a customizable environment that perfectly adapts to your workflow and automates recurring steps. It can be used to assign tasks to your team members, implement your ideas, and plan and visualize your tasks. It helps you communicate efficiently and save all your activities in the task's activity stream for traceability in the future. The MeisterTask App Connector syncs and manages projects with other third-party apps.

    Specifications

    Before you connect your MeisterTask account with Integry, here are a few things you need to learn about the MeisterTask App Connector.

    Zoho Books

    is a great online tool for bookkeeping your company's financial records and staying on top of business trends in the fintech world. It is also used as accounting software to manage your finances, automate your business workflows, track stock, and manage projects by helping you work jointly across departments. The Zoho Books App Connector enables you to sync all kinds of accounting entries between your Zoho Books account and other third-party app accounts.

    Specifications

    Before you connect your Zoho Books account with Integry, here are a few things you need to learn about the Zoho Books App Connector.

    Cliengo

    is an online platform that interacts with your visitors and converts them to leads. Cliengo acts as a chat box for your company that helps you produce more sales. You can use it to save the data of the visitor with the chat box. Cliengo has a built-in CRM to make adding leads easy. It helps in escalating business processes by automation and also in generating reports. The Cliengo App Connector syncs and manages contacts with other third-party apps.

    Specifications

    Before you connect your Cliengo account with Integry, here are a few things you need to learn about the Cliengo App Connector.

    Agile CRM

    is a customer relationship management software. It offers sales, marketing, and service CRM for small businesses. You can manage your contacts, and appointments along with one-click calling, and voicemail automation. In addition to managing your projects, you can also create marketing campaigns and embed social media platforms in them using the Social Suite. The Agile CRM App Connector syncs and manages contacts with other third-party apps.

    Specifications

    Before you connect your Insightly account with Agile CRM, you can go through some basic specifications of the Agile CRM App Connector.

    SurveySparrow

    is an online survey tool. It has a dual-user interface that helps you create chat-like surveys or conversational forms. The features include previews, recurring surveys, customization, rich analytics, audience management, and more. You can use it to create market research forms, employee feedback, and customer satisfaction forms. The SurveySparrow App Connector syncs and manages contacts with other third-party apps.

    Specifications

    Before you connect your SurveySparrow account with Integry, here are a few things you need to learn about the SurveySparrow App Connector.

    GetResponse

    is an email marketing platform. You can use it to send email newsletters, campaigns, online surveys, and follow-up on autoresponders. You can also create personalized journeys for your customers based on their requirements, needs, data, etc. You can use the built-in templates for emails and campaigns. The GetResponse App Connector can help you manage and sync contacts with other third-party apps.

    Specifications

    Before you connect your GetResponse account with Integry, here are a few things you need to learn about the GetResponse App Connector.

    Instantly

    Integry supports a number of actions of Instantly.

    Authentication

    Instantly uses authenticaiton.

    Actions

    Mailchimp Transactional

    is a tool to send transactional emails (password resets, order placement, welcome messages) triggered by user actions, personalized 1:1 messages, and targeted e-commerce emails. This app, also known as Mandrill, is a platform for email marketing automation and can be used to send event-driven messages to your customers. You can also use it to design one-to-one personalized e-commerce emails. The Mailchimp Transactional App Connector syncs and manages templates and emails with other third-party apps.

    Specifications

    Before you connect your Mailchimp Transactional account with Integry, here are a few things you need to learn about the Mailchimp Transactional App Connector.

    PagerDuty

    is a powerful online platform for managing real-time digital operations. The PagerDuty App Connector helps you manage and sync any kind of incident that occurs with other third-party apps. For example, alter an account's configuration, pipe events from a monitoring tool into PagerDuty, or retrieve information about activity on a PagerDuty account.

    Specifications

    Following are the specifications of the PagerDuty App Connector:

    Mailjet

    is a cloud-based email delivery and tracking system which allows users to send marketing and transactional emails. The app is easy-to-use and enables you to design and send out automated email marketing campaigns and newsletters. The Mailjet App Connector can be used to manage and sync campaigns, contacts, and contact lists with other third-party apps.

    Specifications

    Following are the basic specifications of the Mailjet App Connector.

    Copper

    is an online platform with email and marketing tools that save personal information to help boost your sales. It helps in organizing contacts, automating tasks, tracking your deals, managing projects, and getting reports. The Copper App Connector manages and syncs company, opportunity, task, and person with other third-party apps.

    Specifications

    Following are the basic specifications of the Copper App Connector.

    Supported Apps

    Integry supports . Specifics about some of them are linked on the left.

    Analytics: Access analytics and reports.

  • Faxes: Send and manage faxes.

  • ReadAccounts: Read account information.

  • ReadCallRecording: View and manage call recordings.

  • Video: Access video conferencing features.

  • RingOut: Initiate calls from your RingCentral number using a different device.

  • TeamMessaging: Use team messaging features within RingCentral.

  • InternalMessages: Access and manage internal messages.

  • Faxes: Send, receive, and manage faxes.

  • Form Submission Updated

    Polling

    Triggers when a form submission is updated

    For more, please see Jotform API docs. If you're not sure how triggers work in Integry, go here.

    Actions

    Name

    Method

    Description

    Create Form Submission

    POST

    Creates a new form Submission

    For more, please see Jotform API docs.

    Authorization

    Jotform uses API Key authorization type. The end-user is identified by an API key, and Integry uses this key to perform an API request to ActiveTrail on behalf of that end-user.

    Name

    Type

    Description

    Form Submitted

    Polling

    Triggers when a form is submitted

    For more, please see Sendy API docs.

    Authorization

    Sendy uses API Key authorization type. The end-user is identified by an API key, and Integry uses this key to perform an API request to Sendy on behalf of that end-user.

    FAQs

    Why am I unable to send campaigns on Sendy? If you're having trouble sending campaigns with Sendy, ensure that your account is fully configured. Initially, you need to set up your Sendy installation correctly by connecting it to an SMTP service, as Sendy does not have built-in capabilities to send emails on its own. Ensure that all SMTP settings are correctly entered in the 'Settings' section of your Sendy dashboard. This setup is essential for Sendy to function properly and send out campaigns.

    Name

    Method

    Description

    Create Campaign

    POST

    Creates a new campaign

    API Key + URL
    webhook-based
    poll-based
    APIKey+URL
    poll-based
    webhook-based
    OAuth
    poll-based

    Update Email

    PATCH

    Updates an existing email

    Mautic API docs
    Basic with URL
    OAuth
    webhook-based
    API key + secret
    poll-based
    API Key,
    poll-based
    Basic
    poll-based
    API key
    OAuth2.0
    webhook-based
    basic
    OAuth2
    webhook-based
    API Key
    webhook-based
    API Key
    webhook-based
    Triggers

    Accelo uses poll-based triggers. Integry will send a request to Accelo every 5 minutes to collect data. In case of an occurrence of selected events, a trigger will be received at Integry with the required payload. Therefore, when you set up an integration (in which Accelo acts as a trigger application) and perform an action in Accelo, expect a 5-minute delay for the trigger to be received at Integry.

    Limitations

    In the Accelo App Connector, the custom fields are not supported in activities.

    Accelo
    Basic
    Authorization Type

    Chargify uses a variant of Basic+URL. In order to authenticate, a user must enter their API key and password along with their instance URL.

    Trigger Type

    Chargify supports poll-based triggers. Integry will send a request to Chargify every 5 minutes to collect data. In case of an occurrence of selected events, a trigger will be received at Integry with the required payload. Therefore, when you set up an integration (in which Chargify acts as a trigger application) and perform an action in Chargify, expect a 5-minute delay for the trigger to be received at Integry.

    Limitations

    Currently, custom fields are not supported in query mapping in the Chargify App Connector.

    Chargify
    Authorization Type

    ClickUp uses the OAuth authorization type. The end-user logs in and grants access to their ClickUp account. The ClickUp API notifies Integry that the end-user has given access to their account. Integry is then able to communicate with ClickUp's API on behalf of that end-user.

    Trigger Type

    The triggers in ClickUp are poll-based. Integry will send a request to ClickUp every 5 minutes to collect data. In case of an occurrence of selected events, a trigger will be received at Integry with the required payload. Therefore, when you set up an integration (in which ClickUp acts as a trigger application) and perform an action in ClickUp, expect a 5-minute delay for the trigger to be received at Integry.

    Limitations

    Currently, there are no limitations of the ClickUp App Connector.

    ClickUp
    Authorization Type

    Asana uses OAuth authorization type. The access token expires in 1 hour and gets refreshed automatically after expiration.

    Trigger Type

    Currently, there are no triggers implemented.

    Limitations

    There are the following limitations of the Asana App Connector:

    • The format for the date field is YYYY-MM-DD.

    • The start date of projects needs to be before the due date.

    Asana
    Authorization Type

    Google Contacts uses the OAuth authorization type.The auth token expires after 1 hour and a new token is generated via refresh token.

    Trigger Type

    It uses poll-based triggers. Integry will send a request to Google Contacts every 5 minutes to collect data. In case of an occurrence of selected events, a trigger will be received at Integry with the required payload. Therefore, when you set up an integration (in which Google Contacts acts as a trigger application) and perform an action in Google Contacts, expect a 5-minute delay for the trigger to be received at Integry.

    Limitations

    Following are the limitations of the Google Contacts App Connector. User's refresh token will stop working when:

    1. The user has revoked your app's access (ref:https://support.google.com/accounts/answer/3466521#remove-access)

    2. The refresh token has not been used for six months.

    3. The user account has exceeded the maximum number of granted (live) refresh tokens. The limit is 100 live refresh tokens. After the 101 is added, it will revoke the first refresh token

    Google Contacts
    Authorization Type

    E-goi uses API key-based authorization type. An API key identifies the end-user. An API key identifies the end-user, and Integry uses this key to communicate with E-goi's API on behalf of that end-user.

    Trigger Type

    The triggers in E-goi are poll-based. Integry will send a request to E-goi every 5 minutes to collect data. In case of an occurrence of selected events, a trigger will be received at Integry with the required payload. Therefore, when you set up an integration (in which E-goi acts as a trigger application) and perform an action in E-goi, expect a 5-minute delay for the trigger to be received at Integry.

    Limitations

    Presently, there are the following limitations of the E-goi App Connector:

    • The 'Subject' and 'HTML Body' fields are only for HTML type e-mail campaigns.

    • The 'Webpage URL' field and 'Use Webpage Title as Subject' checkboxes are only for Webpage type e-mail campaigns.

    E-goi
    Authorization Type

    The auth type used in Moosend is API Key. An API key identifies the end-user, and Integry uses this key to communicate with Moosend's API on behalf of that end-user.

    Trigger Type

    Moosend triggers are poll-based. Integry will send a request to Moosend every 5 minutes to collect data. In case of an occurrence of selected events, a trigger will be received at Integry with the required payload. When you set up an integration (in which Moosend acts as a trigger application) and perform an action in Moosend, expect a 5-minute delay for the trigger to be received at Integry.

    Limitations

    The Moosend app has the following limitations:

    • While creating an A/B campaign you need to fill the Web location B field if the campaign type is content, Sender B if the campaign type is sender, and subject B if the content type is Subject Line respectively.

    • A regular campaign cannot be updated to an A/B campaign and vice versa.

    Moosend
    Authorization Type

    Nimble CRM uses API Key authorization type. The end-user is identified by an API key, and Integry uses this key to perform an API request to Nimble CRM on behalf of that end-user.

    Trigger Type

    The triggers in Nimble are poll-based. Integry will send a request to Nimble every 5 minutes to collect data. In case of an occurrence of selected events, a trigger will be received at Integry with the required payload. Therefore, when you set up an integration (in which Nimble acts as a trigger application) and perform an action in Nimble, expect a 5-minute delay for the trigger to be received at Integry.

    Limitations

    This API is still under development and subject to change.

    Nimble
    Authorization Type

    Coda uses the API key authorization method. An API key identifies the end-user, and Integry uses this key to communicate with Coda's API on behalf of that end-user.

    Trigger Type

    Coda triggers are poll-based. Integry will send a request to Coda every 5 minutes to collect data. In case of an occurrence of selected events, a trigger will be received at Integry with the required payload. When you set up an integration (in which Coda acts as a trigger application) and perform an action in Coda, expect a 5-minute delay for the trigger to be received at Integry.

    Limitations

    The documents can not be updated through the API.

    Coda
    Authorization Type

    The Keap App Connector uses the OAuth authorization type. The access token is valid for 24 hours. After the expiration, a new access token is generated using a refresh token which is valid for 45 days.

    Trigger Type

    The triggers used in Keap are poll-based. Integry will send a request to Keap every 5 minutes to collect data. In case of an occurrence of selected events, a trigger will be received at Integry with the required payload. Therefore, when you set up an integration (in which Keap acts as a trigger application) and perform an action in Keap, expect a 5-minute delay for the trigger to be received at Integry.

    Limitations

    The following are the limitations of the Keap App Connector:

    • In the contact object, the country field only accepts ISO-based codes, e.g., PAK or AUS.

    • In the contact object, the birthday and anniversary fields only accept dates in YYYY-MM-DD format.

    Keap
    Authorization Type

    It uses the OAuth authorization method. The access token expires in two weeks. A new access token is generated with the help of the refresh token.

    Trigger Type

    Basecamp3 uses webhook-based triggers. This means that as soon as an event occurs, Integry will receive the trigger instantly.

    Limitations

    Currently, there are no limitations for the Basecamp3 App Connector.

    Basecamp3
    Authorization Type

    Eventbrite uses the OAuth authorization method in which the access token doesn't expire. When you set up an integration, you need to log in and allow Integry to access your Eventbrite account.

    Trigger Type

    Eventbrite uses webhook-based triggers for Event and Ticket objects. Therefore, as soon as an event occurs, Integry will receive the trigger instantly.

    Limitations

    Here are some of the limitations of the Eventbrite App Connector.

    • An event's start and end time fields only accept time in UTC Format: YYYY-MM-DD hh:mm:ss.

    • The timezones in events should be in Area/City timezone Format, which can be found here.

    • Events with passwords cannot be marked as listed.

    • The currency field accepts only the ISO 4217 currency code, which can be found here.

    Eventbrite
    Authorization Type

    The authorization type in Formstack is OAuth 2.

    Trigger Type

    The form created and form updated triggers in Front are poll-based. which means Integry will send a request to Front every 5 minutes to collect data for contact triggers. In case of an occurrence of selected events, a trigger will be received at Integry with the required payload. Therefore, when you set up an integration (in which Front acts as a trigger application) and perform an action in Front, expect a 5-minute delay for the trigger to be received at Integry.The new submission added trigger is webhook-based. Therefore, as soon as an event occurs, Integry will receive the trigger instantly.

    Limitations

    There are no limitations of the Formstack App Connector.

    Formstack
    Authorization Type

    The authorization type used in ConvertKit is API Secret, where you have to provide just the API secret to authorize your account.

    Trigger Type

    ConvertKit uses poll-based triggers. Integry will send a request to ConvertKit every 5 minutes to collect data. In case of an occurrence of selected events, a trigger will be received at Integry with the required payload. Therefore, when you set up an integration (in which ConvertKit acts as a trigger application) and perform an action in ConvertKit, expect a 5-minute delay for the trigger to be received at Integry.

    Limitations

    Currently, there are no limitations of the ConvertKit App Connector.

    ConvertKit
    Authorization Type

    ActiveTrail uses API Key authorization type. The end-user is identified by an API key, and Integry uses this key to perform an API request to ActiveTrail on behalf of that end-user.

    Trigger Type

    No trigger is present in the ActiveTrail app as of now.

    Limitations

    The thumbnails for templates created via API do not show up, however, the content appears fine.

    ActiveTrail
    Authorization Type

    MeisterTask uses the OAuth authorization type. The access token does not expire and hence does not need to be regenerated.

    Trigger Type

    The app uses poll-based triggers. Integry will send a request to MeisterTask every 5 minutes to collect data. In case of an occurrence of selected events, a trigger will be received at Integry with the required payload. Therefore, when you set up an integration (in which MeisterTask acts as a trigger application) and perform an action in MeisterTask, expect a 5-minute delay for the trigger to be received at Integry.

    Limitations

    There are no limitations of the MeisterTask App Connector.

    MeisterTask
    Authorization Type

    Zoho Books uses the OAuth authorization method where the access token expires after an hour. A refresh token is used to generate a new access token after it expires. This won't have any impact on current integrations if implemented properly. When you set up an integration, you need to allow Integry to access your Zoho Books account.

    Trigger Type

    Zoho Books triggers are poll-based. Integry will send a request to Zoho Books every 5 minutes to collect data. In case of an occurrence of selected events, a trigger will be received at Integry with the required payload. When you set up an integration (in which Zoho Books acts as a trigger application) and perform an action in Zoho Books, expect a 5-minute delay for the trigger to be received at Integry.

    Limitations

    As of now, following are the limitations of the Zoho Books App Connector.

    • Only correct email addresses can be used to test this App Connector.

    • The Update action for invoices and items only updates the created date and not the due date.

    • While creating an invoice, the discount is only applicable when it is applied on the entity level.

    • The discount should not exceed the invoice total.

    • If the discount is applied on the item level, the 'discount before tax' checkbox must be checked while creating an invoice.

    • At least one item must be selected to create an invoice.

    • The stock keeping unit (SKU) of every item should be unique.

    • We are only catering to US region, for now.

    Zoho Books
    Authorization Type

    Cliengo uses the API key authorization method. An API key identifies the end-user, and Integry uses this key to communicate with Cliengo's API on behalf of that end-user.

    Trigger Type

    Cliengo triggers are poll-based. Integry will send a request to Cliengo every 5 minutes to collect data. In case of an occurrence of selected events, a trigger will be received at Integry with the required payload. When you set up an integration (in which Cliengo acts as a trigger application) and perform an action in Cliengo, expect a 5-minute delay for the trigger to be received at Integry.

    Limitations

    Currently, there are no limitations of the Cliengo App Connector.

    Cliengo
    Authorization Type

    Agile CRM uses a Basic + URL authorization type. The authorization does not expire in this case.

    Trigger Type

    Agile CRM uses webhook-based triggers where upon setting up, Integry will generate a URL which the user has to paste inside the Agile CRM admin settings.

    Limitations

    Following are the limitations of the Agile CRM App Connector as of now:

    • Custom fields are not supported in the activities.

    • Webhooks are only supported for Agile CRM Enterprise users.

    Agile CRM
    Authorization Type

    SurveySparrow uses the API-Key authorization. An API key identifies the end-user, and Integry uses this key to communicate with SurveySparrow's API on behalf of that end-user.

    Trigger Type

    The triggers used in SurveySparrow are poll-based. Integry will send a request to SurveySparrow every 5 minutes to collect data. In case of an occurrence of selected events, a trigger will be received at Integry with the required payload. When you set up an integration (in which SurveySparrow acts as a trigger application) and perform an action in SurveySparrow, expect a 5-minute delay for the trigger to be received at Integry.

    Limitations

    There are no limitations of the SurveySparrow App Connector.

    SurveySparrow
    Authorization Type

    GetResponse uses an API Key based authentication. The end-user is identified by an API key, and Integry uses this key to perform an API request to GetResponse on behalf of that end-user.

    Triggers

    Triggers in GetResponse are webhook-based. Therefore, Integry will receive the trigger instantly as soon as an event occurs.

    Limitations

    Presently, there are the following limitations of the GetResponse App Connector:

    • The action create contact will take a few minutes to reflect in the GetResponse UI as it first gets added to a queue and then processed. If it still does not appear in the UI then that means the contact was rejected at some later stage.

    • Campaigns can only be created or updated by adding or updating just the name field.

    GetResponse

    Name

    Method

    Description

    Add Lead

    POST

    Adds leads to a campaign

    Update Lead

    POST

    Updates an existing lead

    For more, please see Instantly API docs.

    API Key
    Authorization Type

    In order to use Rest APIs, users need to authenticate via API key. Users can generate a new API key from the Mandrill App. The API key is included in the request body. Integry uses the API key to identify users.

    Trigger Type

    Mailchimp Transactional supports Webhook-based triggers for specific topics. Therefore, as soon as an event occurs, Integry will receive the trigger instantly.

    Limitations

    Presently, there are the following limitations of the Mailchimp Transactional App Connector:

    • Sorting is not supported; thus, poll-based triggers cannot be implemented.

    • Pagination is also not supported, so we cannot implement either queries or custom-sort.

    • Only the following events are supported by Webhooks:

      • Message Is Sent

      • Message Is Delivered

      • Message Is Delayed

      • Message Is Bounced

      • Message Is Soft-Bounced

      • Message Is Opened

      • Message Is Clicked

      • Message Is Marked As Spam

      • Message Recipient Unsubscribes

      • Message Is Rejected

      • Rejection Denylist Changes

      • Rejection Allowlist Changes

    Mailchimp Transactional
    Authorization Type

    PagerDuty uses the OAuth authorization type. The auth token can be used continuously to make requests until the end-user or app owner revokes it. When you set up an integration, you need to log in and allow Integry to access your PagerDuty account.

    Trigger Type

    PagerDuty uses webhook-based triggers. Therefore, as soon as an event occurs, Integry will receive the trigger instantly.

    Limitations

    Currently, there are no limitations of the PagerDuty App Connector.

    PagerDuty
    Authorization Type

    Mailjet uses API Key+secret type authorization. The end-user is identified by an API key+secret, and Integry uses this key to perform an API request to Mailjet on behalf of that end-user.

    Trigger Type

    Poll-based triggers are used in Mailjet. Integry will send a request to Mailet every 5 minutes to collect data. In case of an occurrence of selected events, a trigger will be received at Integry with the required payload. Therefore, when you set up an integration (in which Mailjet acts as a trigger application) and perform an action in Mailjet, expect a 5-minute delay for the trigger to be received at Integry.

    Limitations

    Currently, there are no limitations of the Mailjet App Connector.

    Mailjet
    Authorization Type

    Copper uses the API key + secret authorization method. You must obtain a unique API key and App ID to get started, which can be requested in your Account's settings.

    Trigger Type

    Copper uses poll-based triggers. Integry will send a request to Copper every 5 minutes to collect data. In case of an occurrence of selected events, a trigger will be received at Integry with the required payload. Therefore, when you set up an integration (in which Copper acts as a trigger application) and perform an action in Copper, expect a 5-minute delay for the trigger to be received at Integry.

    Limitations

    Currently, there are no limitations for this App Connector.

    Copper
    hundreds of apps

    GitHub

    GitHub is an online platform for your users to manage and review code, collaborate, and manage private and open-source software. You can use it to not only organize your teams but also monitor your projects and their milestones. The features like issues, commits, rollbacks, etc. It helps keep all your team members synchronized across a project. The GitHub App Connector manages and syncs issues with other third-party apps.

    Specifications

    Before you connect your GitHub account with Integry, here are a few things you need to learn about the GitHub App Connector. AuthorizationGitHub uses OAuth2.0 based authentication. The access token does expire as we support long-lived access tokens TriggersTriggers in GitHub are webhook-based. Therefore, Integry will receive the trigger instantly as soon as an event occurs.

    Limitations

    There are no limitations of the GitHub App Connector as of now.

    Fetches an existing template

    Name

    Method

    Description

    Create Contact

    POST

    Creates a new contact

    Update Contact

    PUT

    Updates an existing contact

    Create Template

    POST

    Creates a new template

    Update Template

    PUT

    Updates an existing template

    Get Template

    Elastic Email API docs.

    GET

    CleverReach

    CleverReach is an email marketing platform. It helps you create automated email marketing campaigns for your customers. It also enables you to choose from the available templates to target your customers. You can manage your lists and user segments by designing personalized email campaigns for customers based on their geographic location, demographics, interests, etc. You can also gauge your email reach by analyzing client email reports and improving your campaigns. The CleverReach App Connector helps you manage and sync recipients with other third-party apps.

    Specifications

    Following are the specifications of the CleverReach App Connector.

    Authorization Type

    CleverReach uses the authorization method, where the access token expires after a month. A refresh token is used to generate a new access token after it expires. This won't have any impact on current integrations if implemented properly. This authorization enables third-party applications (clients) to gain delegated access to protected resources in CleverReach via an API. When you set up an integration, you need to allow Integry to access your CleverReach account.

    Trigger Type

    The triggers in CleverReach are . Integry will send a request to CleverReach every 5 minutes to collect data. In case of an occurrence of selected events, a trigger will be received at Integry with the required payload. Therefore, when you set up an integration (in which CleverReach acts as a trigger application) and perform an action in CleverReach, expect a 5-minute delay for the trigger to be received at Integry.

    Limitations

    Currently, there are the following limitations of the CleverReach App Connector:

    • Open tracking is only available for HTML-type campaigns.

    • The 'Google Campaign Name' field works only if the 'Link Tracking Type' is 'Google.'

    Monday.com

    Monday.com is an online tool to manage workload, track projects, and communicate with people. It also enables you to make lists of tasks and activities to be done and assign them to people in various teams. It helps in effectively managing work by adding comments, documents, and files to a task. The boards created by users automatically sync with Integry. The Monday.com App Connector manages and syncs tasks and projects with other third-party apps.

    Specifications

    Following are the basic specifications of the Monday.com App Connector.

    Authorization Type

    Monday.com uses based authentication. The end-user is identified by an API key, and Integry uses this key to perform an API request to Monday.com on behalf of that end-user.

    Trigger Type

    Monday.com uses triggers. Integry will send a request to Monday.com every 5 minutes to collect data. In case of an occurrence of selected events, a trigger will be received at Integry with the required payload. Therefore, when you set up an integration (in which Monday.com acts as a trigger application) and perform an action in Monday.com, expect a 5-minute delay for the trigger to be received at Integry.

    Limitations

    Currently, there are no limitations for this App Connector.

    Front

    Front lets you manage all of your communication channels' emails, social media, chat, and SMS in one place. You can manage your private and shared conversations from anywhere with mobile apps. It helps you assign every conversation for clear ownership, coordinate the next steps with in-line comments and mentions, and avoid duplicate replies through collision detection. You can also use the inbuilt reminders feature. The Front App Connector syncs and manages contacts, messages, and tags with other third-party apps.

    Specifications

    Before you connect your Front account with Integry, here are a few things you need to learn about the Front App Connector.

    Authorization Type

    Front uses based authorization. An API key identifies the end-user, and Integry uses this key to communicate with Front's API on behalf of that end-user.

    Trigger Type

    The triggers in Front are Integry will send a request to Front every 5 minutes to collect data for contact triggers. In case of an occurrence of selected events, a trigger will be received at Integry with the required payload. Therefore, when you set up an integration (in which Front acts as a trigger application) and perform an action in Front, expect a 5-minute delay for the trigger to be received at Integry.

    Limitations

    There are no limitations of the Front App Connector.

    Help Scout

    Help Scout is an email-based customer support platform. It helps you make personalized communications, create multiple mailboxes for a shared email address, get real-time information on who is viewing or replying, save time by using saved messages, create workflows, and save time and effort by automating repeated tasks. You can use it to get feedback from your customers, evaluate team performance, and track trends through automatically generated reports. The Help Scout App Connector syncs and manages articles and conversations with other third-party apps.

    Specifications

    Before you connect your Help Scout account with Integry, here are a few things you need to learn about the Help Scout App Connector.

    Authorization Type

    The authorization type is . The access token expires in 48 hours, and the refresh token is implemented. A new access token is generated with the help of the refresh token.

    Trigger Type

    The triggers of HelpScout are . Integry will send a request to Help Scout every 5 minutes to collect data. In case of an occurrence of selected events, a trigger will be received at Integry with the required payload. Therefore, when you set up an integration (in which Help Scout acts as a trigger application) and perform an action in Help Scout, expect a 5-minute delay for the trigger to be received at Integry.

    Limitations

    In the Article Object, the Keyword field needs comma-separated values, e.g., Value1, Value2.

    Freshworks CRM

    Freshworks CRM is an online platform to get leads, boost customer engagement, drive deals to closure, and nurture existing customers. You can use it to view your customer’s interactions and automate your tasks. It also provides customized infographics to the user. The Freshworks App Connector manages and syncs contacts with other third-party apps.

    Specifications

    Before you connect your Freshworks account with Integry, here are a few things you need to learn about the Freshworks App Connector.

    Authorization Type

    Freshworks uses authorization type. The API key and URL identify the end-user, and Integry uses this key to perform an API communication with Freshworks on behalf of that end-user.

    You can find the above at Avatar > Settings > API Settings. Provide the API key as API Key and Bundle alias as URL.

    Trigger Type

    The triggers used are . Integry will send a request to Freshworks every 5 minutes to collect data. In case of an occurrence of selected events, a trigger will be received at Integry with the required payload. Therefore, when you set up an integration (in which Freshworks acts as a trigger application) and perform an action in Freshworks, expect a 5-minute delay for the trigger to be received at Integry.

    Limitations

    Presently, there are no limitations of the Freshworks App Connector.

    SolarWinds

    SolarWinds is an enterprise service desk and IT asset-management provider. You can use it to manage, gather, prioritize tickets and gain insights into what issues are impacting your business without disturbing the flow of things. It also helps in executing change plans while formalizing documentation and approval processes. The SolarWinds App Connector syncs and manages incidents with other third-party apps.

    Specifications

    Before you connect your SolarWinds account with Integry, here are a few things you need to learn about the SolarWinds App Connector.

    Authorization Type

    SolarWinds uses authorization. An API key identifies the end-user, and Integry uses this key to communicate with SolarWinds's API on behalf of that end-user.

    Trigger Type

    The triggers used in SolarWinds are . Integry will send a request to SolarWinds every 5 minutes to collect data. In case of an occurrence of selected events, a trigger will be received at Integry with the required payload. When you set up an integration (in which SolarWinds acts as a trigger application) and perform an action in SolarWinds, expect a 5-minute delay for the trigger to be received at Integry.

    Limitations

    The date format for tasks or incidents should be (YYYY-MM-DD).

    BirdSend

    BirdSend is a cloud-based platform for email marketing that enables content creators to streamline marketing operations through drip email campaigns, contact segmentation, and revenue tracking. You can set up sequence or drip email campaigns on a single page to automatically follow up with your subscribers and make sales. You can also use it to send broadcast emails. BirdSend helps you sync and manage broadcasts and contacts with other third-party apps.

    Specifications

    Before you connect your BirdSend account with Integry, here are a few things you need to learn about the BirdSend App Connector.

    Authorization Type

    BirdSend uses the authorization type. The access token expires in 60 days and refresh token is implemented.

    Trigger Type

    The triggers used in BirdSend are . Integry will send a request to BirdSend every 5 minutes to collect data. In case of an occurrence of selected events, a trigger will be received at Integry with the required payload. Therefore, when you set up an integration (in which BirdSend acts as a trigger application) and perform an action in BirdSend, expect a 5-minute delay for the trigger to be received at Integry.

    Limitations

    While creating a contact, a sequence has to be LIVE for it to appear in the dropdown.

    Ontraport

    Ontraport is a sales, marketing, and business automation software for entrepreneurs, solopreneurs, and small businesses. It incorporates tools like CRM, marketing automation, ECommerce, and reporting. The contacts and products created in Ontraport automatically sync with Integry. The Ontraport App Connector manages and syncs contacts and products with other third-party apps.

    Specifications

    Before you connect your Ontraport account with Integry, you can go through some specifications of the Ontraport App Connector.

    Authorization Type

    Ontraport uses the authorization method. You must obtain a unique API key and App ID to get started, which can be requested in your .

    Trigger Type

    Ontraport uses triggers. Integry will send a request to Ontraport every 5 minutes to collect data. In case of an occurrence of selected events, a trigger will be received at Integry with the required payload. Therefore, when you set up an integration (in which Ontraport acts as a trigger application) and perform an action in Ontraport, expect a 5-minute delay for the trigger to be received at Integry.

    Limitations

    Here are some of the limitations of the Ontraport Connector:

    • The Product Updated, Campaign Update, and Contact Updated/Deleted Activities are not supported in the Ontraport App Connector.

    • The Product object does not support custom fields.

    • For date fields in Contact Object, you must map with a field that uses the YYYY-MM-DD format.

    • Some objects (deals, companies, etc.) are not visible by default in your Ontraport account. You need to turn on the toggle button for these objects from the app's settings here:.

    Stripe

    Stripe is an online software that accepts payments, sends payouts, and manages businesses online.

    It allows you to create websites and apps that send payouts and accept payments. It is extremely secure and helps you send invoices without fraud, have an easy checkout, manage your business spending, and issue virtual cards. The Stripe App Connector syncs and manages customers with other third-party apps.

    Specifications

    Following are the basic specifications of the Stripe connector.

    Authorization Type

    Stripe uses the based authorization method. The API key identifies the end-user, and Integry uses this key to perform an API communication with Stripe on behalf of that end-user.

    Trigger Type

    The Stripe triggers are . Therefore, as soon as an event occurs, Integry will receive the trigger instantly.

    Limitations

    There are no limitations of the Stripe App Connector.

    Zoho Campaigns

    Zoho Campaigns is an online platform for email marketing. It helps in managing the email database of your leads and contacts. You can use it to create personalized emails and automated workflows and also build relations with potential customers. The Zoho Campaigns App Connector helps you sync and manage campaigns, topics, and contacts with other third-party apps.

    ‍Specifications

    Before you connect your Zoho Campaigns account with Integry, here are a few things you need to learn about the Zoho Campaigns App Connector.

    Authorization Type

    Zoho Campaigns uses the authorization method, where the access token expires after an hour. A refresh token is used to generate a new access token after it expires. This won't have any impact on current integrations if implemented properly. This authorization enables third-party applications (clients) to gain delegated access to protected resources in Zoho via an API. When you set up an integration, you need to allow Integry to access your Zoho Campaigns account.

    Trigger Type

    The triggers in Zoho Campaigns are . Integry will send a request to Zoho Campaigns every 5 minutes to collect data. In case of an occurrence of selected events, a trigger will be received at Integry with the required payload. Therefore, when you set up an integration (in which Zoho Campaigns acts as a trigger application) and perform an action in Zoho Campaigns, expect a 5-minute delay for the trigger to be received at Integry.

    Limitations

    Currently, there is only one limitation of this app. The Zoho Campaigns connector does not support '.cn' domains.

    Demio

    Demio is an online webinar platform. You can use it to let your audience attend a webinar using their browser or app. Demio also helps to customize the webinar material, registration forms, and presentations according to your brand. Demio also enables HD-quality streaming, sharing screens or webcams, and having public or private chats with your audience. The Demio App Connector syncs and manages registrations with other third-party apps.

    Specifications

    Before you connect your Demio account with Integry, here are a few things you need to learn about the Demio App Connector.

    Authorization Type

    The authorization type is . An API key and secret identify the end-user, and Integry uses this key to communicate with Demio's API on behalf of that end-user.

    Trigger Type

    No triggers are implemented in Demio App Connector.

    Limitations

    There are no limitations of the Demio App Connector.

    Breezy HR

    Breezy HR is an online recruiting tool where you can post new jobs, manage applicants, and recruit the most suitable resources. It helps in reporting and analytics as well. Breezy HR is an end-to-end applicant tracking platform that offers candidates pipelines, built-in scorecards, and interview guides. You can also use it to send bulk or individual custom emails, SMS, or even custom templates. The Breezy HR App Connector helps you sync and manage candidates with other third-party apps.

    Specifications

    Before you connect your Breezy HR account with Integry, here are a few things you need to learn about the Breezy HR App Connector.

    Authorization Type

    Breezy HR uses the authorization type. A username and password identify the end-user. Integry uses this to perform an API request to Breezy HR on behalf of that end-user.

    Trigger Type

    The triggers in Breezy HR are . Integry will send a request to Breezy HR every 5 minutes to collect data. In case of an occurrence of selected events, a trigger will be received at Integry with the required payload. Therefore, when you set up an integration (in which Breezy HR acts as a trigger application) and perform an action in Breezy HR, expect a 5-minute delay for the trigger to be received at Integry.

    Limitations

    Currently, there is no activity to delete candidates in the Breezy HR App Connector.

    Pipeline

    Pipeline is an online platform to increase your sales productivity. It combines sales engagement and CRM in one user-friendly application. The platform enables you to use intuitive tools for integrations. The Pipeline App Connector can be used to make seamless integrations with other third-party app accounts to manage your deals, leads, and contacts.

    Specifications

    Following are the basic specifications of the Pipeline App Connector.

    Authorization Type

    The Pipeline app uses based authentication. The end-user is identified by an API key, and Integry uses this key to perform an API request to Pipeline on behalf of that end-user. To use this authentication type for this app, you just need to grab your api_key and Allow Unregistered API from API Integrations, shown above.

    Trigger Type

    The Pipeline triggers are . Integry will send a request to Pipeline every 5 minutes to collect data. In case of an occurrence of selected events, a trigger will be received at Integry with the required payload. When you set up an integration (in which Pipeline acts as a trigger application) and perform an action in Pipeline, expect a 5-minute delay for the trigger to be received at Integry.

    Limitations

    A specific date format is to be used in deals that is YYYY-MM-DD.

    Build a Flow

    With Integry's low-code flow builder, you can create flows to sync data from/to (or both) 250+ apps and your app in minutes using ready-to-use triggers, queries and actions.

    A flow moves your user’s data between your app and another app. Flows can sync data from another app to your app, to another app from your app, or both.

    For example, lets create a flow that will trigger when a contact is created in Hubspot, look it up in Acme, update the contact in Acme (if it's found) or create a new contact in Acme.

    Create a Flow

    Go to the Flows page and click Create New Flow. You can rename it by clicking the name at the top.

    Select a Trigger

    A flow must have at least one trigger. The trigger can be a webhook, a scheduler, or when the integration is initialized by the user. The webhook can be from your app, or choose from 200+ events in other apps.

    A flow can have more than one trigger. This is useful if, let's say, you want the integration to sync when a Contact is Created or Updated.

    Add a Step

    You can add pre-built actions of 250+ apps (or make a custom HTTP call yourself), make an HTTP call to your app, execute custom code, add control steps, etc. For a full list of steps, go .

    Click the + button below (or above) a step in the flow to add a step.

    Map Fields (or get User Input)

    A field in the output of one step can be used as the input of a field of a step downstream. Click the + button to browse the output of upstream steps.

    If you would rather have the user map the field, or input/select a value, add it to the setup form.

    Test the Flow

    You can run and test all the steps in a trigger block by clicking Test this trigger block. We will send a test trigger with a sample payload to run the block. If you want, you can modify the test payload.

    If the Flow has more than one trigger, you can switch to the other trigger(s) and test.

    Add the Flow to the Marketplace

    Once you're happy with the flow, add it to the marketplace so your users can use it.

    Google Sheets

    Google Sheets is a file and data management tool that manages your data, and sheets and lets you collaborate with your team in real-time. You can use its in-built formulae and charts to perform data analysis. It can be used to keep an eye on trends and stats with charts, pivot tables, and other data filters. Your data and sheets stay synchronized across all platforms, so you are up-to-date across all your devices. The Google Sheets App Connector manages and syncs rows with other third-party apps.

    Specifications

    Before you connect your Google Sheets account with Integry, here are a few things you need to learn about the Google Sheets App Connector.

    Authorization Type

    Google Sheets uses the authorization type. The auth token expires after 1 hour and a new token is generated via refresh token.

    Trigger Type

    It uses triggers. Integry will send a request to Google Sheets every 5 minutes to collect data. In case of an occurrence of selected events, a trigger will be received at Integry with the required payload. Therefore, when you set up an integration (in which Google Sheets acts as a trigger application) and perform an action in Google Sheets, expect a 5-minute delay for the trigger to be received at Integry.

    Limitations

    Following are the limitations of the Google Contacts App Connector.The user's refresh token will stop working when:

    1. The user has revoked your app's access (ref:)

    2. The refresh token has not been used for six months.

    3. The user account has exceeded the maximum number of granted (live) refresh tokens. The limit is 100 live refresh tokens. After the 101st token is added, it will revoke the first refresh token.

    Slack

    Slack is a secure online messaging app for your team to stay connected internally as well as with external teams. It also enables you to automate tasks inside and outside of Slack and organize communication using channels based on teams, clients, or projects. You can also share files and audio clips with your peers or even post a bot message. The Slack App Connector can be used to manage messages, channels, and user statuses between your Slack account and other third-party app accounts.

    Specifications

    Before you connect your Slack account with Integry, you can go through some basic specifications of the Slack App Connector.

    Authorization Type

    Slack uses an based authentication and stores two types of access tokens-user access token and bot token. These access tokens never expire. When setting up an integration, you need to allow Integry to request and acquire access to your Slack account.

    Trigger Type

    No triggers are implemented as of now, but when we implement them, these will be . This means that as soon as an event occurs, Integry will receive the trigger right away.

    Limitations

    Here are some of the limitations of the Slack App Connector:

    • No messages can be sent to DMs or Grouped DMs using the "Post Message" activity.

    • As an end-user, you can only join a public channel using the "Join Channel" activity.

    • Only fixed access tokens are supported. Fixed access tokens don't expire and hence a refresh token is not needed to generate a new one.

    MailUp

    MailUp is an easy-to-use platform for building customizable marketing campaigns through email, SMS, and other messaging apps. Many multinational, small, and medium businesses use MailUp to promote products and services. The MailUp App Connector helps you manage and sync email, email recipient, SMS, and SMS recipient with other third-party apps.

    Specifications

    Before you connect your MailUp account with Integry, here are a few things you need to learn about the MailUp App Connector.

    Authorization Type

    MailUp uses authorization type. The access token expires in 1 hour and gets refreshed automatically after expiration.

    Trigger Type

    The triggers in MailUp are . Integry will send a request to MailUp every 5 minutes to collect data. In case of an occurrence of selected events, a trigger will be received at Integry with the required payload. Therefore, when you set up an integration (in which MailUp acts as a trigger application) and perform an action in MailUp, expect a 5-minute delay for the trigger to be received at Integry.

    Limitations

    No triggers exist to check for any update of Email, SMS, and Recipient.

    Insightly

    is a customer relationship manager that combines marketing, sales, service, and projects. Its marketing automation helps you build new customer relationships and strengthen existing ones. In addition, you can track real-time campaign performance and ROI. The Insightly App Connector enables to sync and manage contacts with other third-party apps.

    Integry supports a number actions in Insightly.

    Authentication

    Insightly uses API Key+URL authentication.

    Zoom

    Introduction

    is an innovative platform that streamlines and automates integrations between Zoom and other apps and services. By leveraging Integry, you can effortlessly connect Zoom with your preferred tools, optimizing your video conferencing experience.No more manual data transfers or repetitive tasks, as Integry allows you to create custom flows and set up triggers to automate actions across different applications.

    SendPulse

    is an online automation platform for business promotion and customer retention. It allows you to send email and SMS campaigns, work with clients using chatbots for Telegram, Facebook Messenger, WhatsApp, and Instagram, and create landing pages. The SendPulse App Connector helps sync and manage campaigns and mailing lists with other third-party apps.

    Specifications

    Before you connect your SendPulse account with Integry, here are a few things you need to learn about the SendPulse App Connector.

    Overview

    What is Integry Flows?

    Integry is an Integration Platform as a Service (iPaaS) that allows you to add an integration marketplace to your product in minutes.

    You build flows between your app and up to 250+ other apps. Your users get a fully native integration experience within your product. Their data moves seamlessly between their apps.

    Teamgate

    is a customer relationship management tool designed to increase your sales. It is easy to use and helps streamline the sales process by gathering leads and closing deals. The Teamgate App Connector helps you manage and sync contacts and leads with other third-party apps.

    Specifications

    Before you connect your Insightly account with Teamgate, you can go through some basic specifications of the Teamgate App Connector.

    Snappy

    is an online email ticketing, knowledge base, and support widget for your growing customer base. It works like a helpdesk with a quick email ticketing system. It helps track performances using custom reports. You can also create your customer self-help through the built-in knowledge base. Snappy lets your end-users insert knowledge base articles in your tickets and merge, reply or tag to multiple tickets at once. The Snappy App Connector manages and syncs tickets with other third-party apps.

    Specifications

    Before you connect your Snappy account with Integry, here are a few things you need to learn about the Snappy App Connector.

    Campaign Monitor

    is an online email marketing and automation platform that helps users to create, send, manage, and track branded emails for themselves and their clients. It enables you to create personalized customer journeys and smart segments and send relevant emails to potential customers. It also offers campaign customization and template management. The Campaign Monitor App Connector helps sync with and manage your subscribers with other third-party apps.

    Specifications

    Before you connect your Campaign Monitor account with Integry, here are a few things you need to learn about the Campaign Monitor App Connector.

    Delighted

    is an online platform using Net Promoter Score to gather real customer feedback through customized surveys. You can use it to create targeted surveys, send SMS or analyze feedback through your website. This customizable platform adapts according to your brand and customers. It offers several surveys that allow you to gather a large amount of data. The Delighted App Connector syncs and manages people with other third-party apps.

    Specifications

    Before you connect your Delighted account with Integry, here are a few things you need to learn about the Delighted App Connector.

    Zoho Mail

    is a secure online platform for collaborative business communications. It combines email with modern collaboration tools using comments, likes, event streaming, and sharing. The security and privacy features of Zoho Mail allow you to keep your email data safe from different types of email attacks. Zoho Mail's extensive control panel enables you to manage all the settings, customizations, and configurations - all in a single place. The Zoho Mail App Connector helps you manage and sync emails with other third-party apps.

    Specifications

    Before you connect your Zoho Mail account with Integry, here are a few things you need to learn about the Zoho Mail App Connector.

    Pipedrive

    is a cloud-based CRM that helps you prioritize deals, track performance, and predict revenue. The Pipedrive App Connector enables you to sync and manage people, deals, leads, activities, users, and organizations with other third-party app accounts.

    Specifications

    Before you connect your Pipedrive account with Integry, you can go through some basic specifications of the Pipedrive App Connector.

    OAuth2
    poll-based
    API key
    poll-based
    API key
    poll-based.
    OAuth
    poll-based
    API key+URL
    poll-based
    API-Key
    poll-based
    OAuth
    poll-based
    API key + secret
    Administration settings
    Poll-based
    https://app.ontraport.com/#!/app_marketplace/view
    API key
    webhook-based
    OAuth
    poll-based
    API key + secret
    Basic
    poll-based
    here
    OAuth
    poll-based
    https://support.google.com/accounts/answer/3466521#remove-access
    OAuth2
    webhook based
    OAuth
    poll-based
    Authorization Type

    SendPulse uses the OAuth authorization method, where the access token expires after an hour. A refresh token is used to generate a new access token after it expires. This won't have any impact on existing integrations if implemented properly. This authorization enables third-party applications (clients) to gain delegated access to protected resources in SendPulse via an API. When you set up an integration, you need to allow Integry to access your SendPulse account.

    Trigger Type

    SendPulse uses poll-based triggers. Integry will send a request to SendPulse every 5 minutes to collect data. In case of an occurrence of selected events, a trigger will be received at Integry with the required payload. Therefore, when you set up an integration (in which SendPulse acts as a trigger application) and perform an action in SendPulse, expect a 5-minute delay to receive the trigger at Integry.

    Limitations

    SendPulse App Connector doesn't support the queries and triggers for contact and deal objects.

    SendPulse
    Authorization Type

    Teamgate uses API Key + secret authorization type. The end-user is identified by an API key and a secret, and Integry uses this key+secret combination to perform API requests to Teamgate on behalf of that end-user.

    Trigger Type

    The triggers in Teamgate are poll-based. Integry will send a request to Teamgate every 5 minutes to collect data. In case of an occurrence of selected events, a trigger will be received at Integry with the required payload. Therefore, when you set up an integration (in which Teamgate acts as a trigger application) and perform an action in Teamgate, expect a 5-minute delay for the trigger to be received at Integry.

    Limitations

    Currently, there are no limitations in the Teamgate App Connector.

    Teamgate
    Authorization Type

    Snappy uses the Basic authorization type. The Basic auth type usually asks for your username and password and authenticates using those. If anything else is needed, we add the details for it in the auth popup.

    Trigger Type

    It uses poll-based triggers. Integry will send a request to Snappy every 5 minutes to collect data. In case of an occurrence of selected events, a trigger will be received at Integry with the required payload. Therefore, when you set up an integration (in which Snappy acts as a trigger application) and perform an action in Snappy, expect a 5-minute delay for the trigger to be received at Integry.

    Limitations

    Since the API does not support pagination, Import or Query is also not supported.

    Snappy
    Authorization Type

    The Campaign Monitor App Connector uses the OAuth2 authorization type. The access token used here usually expires in 14 days, and once it expires, Integry makes an internal call to get a new access token.

    Trigger Type

    Triggers in Campaign Monitor use webhook subscriptions. This means that as soon as an event occurs, Integry will receive the trigger instantly.

    Limitations

    Currently, there is only one limitation of the Campaign Monitor App Connector. In triggers and queries, multi-select or single-select dropdowns are not supported for mapping.

    Campaign Monitor
    Authorization Type

    Delighted uses the basic authorization type. The basic auth type usually asks for your username and password and authenticates using those. If anything else is needed, we add the details for it in the auth popup.

    Trigger Type

    The triggers used here are poll-based. Integry will send a request to Delighted every 5 minutes to collect data. In case of an occurrence of selected events, a trigger will be received at Integry with the required payload. Therefore, when you set up an integration (in which Delighted acts as a trigger application) and perform an action in Delighted, expect a 5-minute delay for the trigger to be received at Integry.

    Limitations

    There are no limitations of the Delighted App Connector.

    Delighted
    Authorization Type

    Zoho Mail uses the OAuth authorization method, where the access token expires after an hour. A refresh token is used to generate a new access token after it expires. This won't have any impact on current integrations if implemented properly. This authorization enables third-party applications (clients) to gain delegated access to protected resources in Zoho via an API. When you set up an integration, you need to allow Integry to access your Zoho Mail account.

    Trigger Type

    The triggers used in Zoho Mail are Post save triggers (manual triggers). Post save trigger is a type of webhook-based trigger. In this type of trigger, Integry provides a link at the end of the integration setup. That link is added to Zoho Mail's website. Payload is received on this link.

    Limitations

    Currently, there is only one limitation of this app. The Zoho Mail connector does not support '.cn' domains.

    Zoho Mail
    API Key
    poll-based
    Triggers

    The triggers used in Insightly are poll-based. Integry will send a request to Insightly every 5 minutes to collect data. In case of an occurrence of selected events, a trigger will be received at Integry with the required payload. Therefore, when you set up an integration (in which Insightly acts as a trigger application) and perform an action in Insightly, expect a 5-minute delay for the trigger to be received at Integry.

    Name

    Type

    Description

    Event Created

    Polling

    Triggers when an event is created

    Contact Created

    Polling

    Triggers when a contact is created

    Lead Created

    Polling

    Triggers when a lead is created

    Event Created/Updated

    Polling

    Triggers when an existing event is updated or a new one is created

    For more, please see Insightly API docs.

    Actions

    Name

    Method

    Description

    Delete Contact

    DELETE

    Deletes an existing contact

    Create Contact

    POST

    Creates a new contact

    Get Contact by ID

    GET

    Fetch the details of a contact using ID

    Update Contact

    PUT

    Updates an existing contact

    Insightly
    Installation
    1. Sign up for an account on integry's website.

    2. Once logged in, navigate to the "Flows" tab and create a new flow from scratch.

    3. Add a trigger or setup a step, and then add Zoom as your child step.

    4. Select the action you want to perform.

    5. Clicking "Add my account" will open a consent screen popup if you are logged in. Once your account is connected successfully, click "Continue."

    6. Configure your action by providing values, or press the + button to get values from a previous step of the flow.

    7. Once configured, you can publish the flow to a marketplace to create your integration.

    Disconnect/Remove Connected Account

    You can follow these steps to remove a connected account:

    1. Click on your account.

    2. Select 'Edit.'

    3. Press the trashcan icon next to 'Connected.'

    4. Confirm the action to remove your account.

    Usage

    Using the Zoom connector, you can set up the following integrations.When something happens in your app:

    1. "Add registrant to a webinar in Zoom."

    2. "Update registrant's status in Zoom."

    3. "Delete registrant from a webinar in Zoom."

    Benefits

    With our advanced capabilities, you can unlock the following benefits:

    1. Save time and effort by automating repetitive tasks between Zoom and other tools.

    2. Ensure seamless collaboration by connecting Zoom with your favorite productivity and communication apps.

    3. Eliminate data silos and maintain consistent information across your software stack.

    4. Improve team efficiency and productivity by automating workflows and reducing manual intervention.

    5. Rest easy knowing that adheres to stringent privacy measures, keeping your data secure and confidential.

    With Integry's powerful integration capabilities, you can maximize the potential of Zoom and enhance your video conferencing experience. Whether you're a team of remote workers, a sales team, or a project management group, Integry empowers you to work smarter and accomplish more with Zoom.

    Integry
    What's included?

    Integry Flows comes with:

    • Ready-to-use authentication, triggers, queries and actions of 270+ apps

    • An intuitive, powerful, low-code flow builder that you will use to build one-way, or two-way, flows between your app and other apps

    • A customizable marketplace UI that you will embed in your app (using an SDK) where your users will discover, setup and manage their integrations

    • Detailed logs of integration runs with customizable error notifications enabling you to proactively support your users

    • User-level reporting and adoption notifications to effectively drive usage and ROI

    • A robust, scalable, secure backend with SOC 2, GDPR and CCPA compliance

    We are in the process of migrating Flows help docs. For now, please go here.

    Authorization Type

    Pipedrive uses an API Key for authorization. The end-user is identified by an API key, and Integry uses this key to perform an API request to Pipedrive on behalf of that end-user.

    Trigger Type

    Pipedrive uses webhook-based triggers for deal, user, organization, and person objects. For these objects, as soon as an event occurs, Integry will receive the trigger right away.On the other hand, poll-based trigger is used for the lead object. In this case, Integry will send a request to Pipedrive every 5 minutes to collect data. In case of an occurrence of selected events, a trigger will be received at Integry with the required payload. Therefore, when you set up an integration (in which Pipedrive acts as a trigger application) and perform an action in Pipedrive, expect a 5-minute delay for the trigger to be received at Integry.

    Limitations

    Here are some of the limitations of the Pipedrive App Connector.

    • While creating a lead, you must link it to at least one of the persons or one of the organizations. If none of them exist, then you need to create one.

    • In leads, the expected closing date needs to be provided in ISO 8601 format: YYYY-MM-DD.

    • A deal must always be linked to a person, organization, or both.

    • The probability of deals will only be shown when deal property for the pipeline of the deal is enabled.

    • Pipedrive has an authenticating rate limit according to your account, details of which are:

      1. Essential: 20 requests per 2 seconds per API token

      2. Advanced: 40 requests per 2 seconds per API token

      3. Professional: 80 requests per 2 seconds per API token

    Pipedrive

    Constant Contact

    Integry supports a number of triggers and actions of Constant Contact.

    Authentication

    Your users will login to Constant Contact via OAuth 2.0.

    Triggers

    For more, please see .

    Actions

    For more, please see .

    Ontraport

    Integry supports a number of triggers and actions of Ontraport.

    Authentication

    Ontraport uses API key + secret authentication.

    Triggers

    For more, please see .

    Actions

    Notion

    Notion is a note-taking software platform that enables companies to collaborate and manage global remote teams on the same page. It helps members of companies or organizations manage their knowledge for greater efficiency and productivity. Their customers include Pixar, loom, Typeform, codeacademy, and Blinklist. The Notion App Connector syncs and manages pages and database items with other third-party apps.

    Specifications

    Following are the basic specifications of the Notion connector.

    Authorization Type

    Notion uses type authorization. The access token in Notion does not expire so token refresh is not needed.

    Trigger Type

    Notion uses triggers. Integry will send a request to Notion every 5 minutes to collect data. In case of an occurrence of selected events, a trigger will be received at Integry with the required payload. When you set up an integration (in which Notion acts as a trigger application) and perform an action in Notion, expect a 5-minute delay for the trigger to be received at Integry.

    Limitations

    Currently, there are no limitations of the Notion App Connector.

    Sync data TO another app from your app

    In this tutorial, we will:

    If you'd like, you can also to get started.

    It will only take 5 minutes. Let's begin.

    Create a two-way flow

    The Problem - Integration Loops

    In a two-way sync integration, a change in one app is reflected in the other app and vice versa. This brings some problems with it that cannot be left overlooked while creating integration Flows.

    An update or addition of data in one app can cause continuous back and forth updates between the two synced apps, making it an infinite cycle.

    Let’s better understand this with an example.

    Consider you have created an integration that syncs your contacts between and . Now let’s say you update a contact’s information in Sendinblue. This will a response from Sendinblue in the integration that will cause the contact to be updated in MailChimp as well.

    Enterprise: 120 requests per 2 seconds per API token

    Contact Created/Updated

    Polling

    Triggers when an existing contact is updated or a new one is created

    Lead Created/Updated

    Polling

    Triggers when an existing lead is updated or a new one is created

    Get Contacts by Email

    GET

    Retrieve the list of contacts that match the email address. Only the top 50 contacts will be returned.

    Get Event by ID

    GET

    Fetch the details of an event using ID

    Create Event

    POST

    Creates a new event on your calendar.

    Get Lead by ID

    GET

    Fetch the details of a lead using ID

    Create Lead

    POST

    Creates a new lead

    Update Lead

    PUT

    Updates an existing lead

    Get Leads by Email

    GET

    Retrieve the list of leads that match the email address. Only the top 50 leads will be returned.

    Get Object by ID

    GET

    Fetches the details of object by their ID

    OAuth
    poll-based
    Integry

    PUT

    Unsubscribes an existing contact

    Create Contact

    POST

    Creates a new contact

    Update Contact

    PATCH

    Updates an existing contact

    Get Contact by ID

    GET

    Fetches a contact details by ID

    Create Tag

    POST

    Creates a new tag

    Name

    Type

    Description

    Email Campaign Created

    Polling

    Triggers when a new campaign is created

    Contact Created/Updated

    Polling

    Triggers when a contact is created or updated

    Name

    Method

    Description

    Create Email Campaign

    POST

    Creates a new email campaign

    Update Email Campaign's Name

    PATCH

    Updates an existing email campaign's name

    Delete Email Campaign

    DELETE

    Deletes an existing email campaign

    Delete Contact

    DELETE

    Deletes an existing contact

    Constant Contact API docs
    Constant Contact API docs

    Unsubscribe Contact

    Webhook

    Triggers when a campaign is created

    Product Deleted

    Polling

    Triggers when an existing product is deleted

    Company Updated

    Polling

    Triggers when a company is updated

    Deal Updated

    Polling

    Triggers when a deal is updated

    Create Product

    Webhook

    Creates a new product

    Update Product

    Webhook

    Updates an existing product

    Delete Product

    Webhook

    Deletes an existing product

    DELETE

    Deletes an existing contact

    Update Contact

    PUT

    Updates an existing contact

    Create Deal

    POST

    Creates a new deal

    Create Product

    POST

    Creates a new product

    Update Product

    PUT

    Updates an existing product

    Delete Product

    DELETE

    Deletes an existing product

    Name

    Type

    Description

    Contact Created

    Webhook

    Triggers when a contact is created

    Product Created

    Polling

    Triggers when a product is created

    Deal Created

    Polling

    Triggers when a deal is created

    Company Created

    Polling

    Triggers when a company is created

    Name

    Method

    Description

    Create Contact

    POST

    Creates a new contact in your account

    Create Campaign

    POST

    Creates a new campaign

    Create Company

    POST

    Creates a new company

    Update Company

    PUT

    Updates an existing company

    Ontraport API docs

    Campaign Created

    Delete Contact

    Build a Flow

    1. Click Create a Flow

    2. Select a Trigger. In this example, we will select "Webhook" by Integry. This will let us invoke this Flow by calling the Webhook URL, more on that later.

    3. Select your app in the App field. Paste a sample json of the object that we will push from your app to Integry. Lastly, give this json payload a name.

    4. Add a step to perform an action in another app. In this example, we will select "Add Subscriber" in Mailchimp.

    5. Rename the flow and click Save.

    That's it! The flow is ready for you to try. For that, head back to the Flows list.

    Set up an integration of the flow

    1. Click Embed.

    2. Click Generate Code.

    3. Open the downloaded HTML file in the browser.

    4. You'll see the flow you created. In this example, that's "Sync new contacts to Mailchimp". Click Setup and enable.

    5. Login to Mailchimp.

    6. Configure Mailchimp.

      1. Select the audience in which the subscriber will be created.

      2. Map the email field.

      3. Select the default subscriber status.

    7. Before we click Save to complete the setup, we need to do one small thing so we can access the URL we'll have to call to run this integration. Assuming you're using Chrome... click View > Developer > Javascript Console.

    8. Now, click Save to initialize the integration.

    Almost there! The integration is now live and ready to be triggered.

    Run the integration

    1. Right-click the URL shown in the console, and click Copy link address.

    2. Open Postman.

    3. Set the method to POST.

    4. Paste this URL.

    5. Go to Body, select 'raw', click Text and switch that to JSON.

    6. In the Integry app, go to Account Settings > Objects.

    7. Select the object you selected while creating the flow. In this example, we selected "Contact".

    8. Copy the JSON payload.

    9. Paste the payload in the body in Postman.

      • If you want, you can modify any of the values.

    10. Click Send to run it.

    We're done! Head over to Mailchimp to see the new subscriber you just created.

    Recap: You created a new flow, set up an integration of that flow, triggered it, and it ran.

    You can now see how the run executed by clicking the count of users against this flow (in the flows list) and drilling down to runs.

    Next, let's Embed the Flows widget so your users can set up integrations from within your app.

    Create a flow from your app to another app
    Set up an integration of that flow (like your users would)
    Run the integration by calling a URL from an HTTP client
    create a flow that syncs data FROM another app
    However, the reflection of this update in MailChimp will again Trigger a response. For the two-way sync to work, this update will again have to reflect in the first app.

    This is because the integration listens to all update events, and the app sends these events to their respective Triggers even if we’re the ones doing the updates. This will cause an infinite loop of back and forth updates of that contact in both apps.

    A similar problem will arise in the case of contact creation that is synced both ways.

    The Loop Prevention Feature

    To ensure you don’t get hindered by loops in your integrations, we bring you the loop prevention feature in the Flow builder. With one single click, your Flow will become free of any potential loops that can be originated. You can enable loop prevention for your Flow with the toggle button found in the Flow UI configuration section, as seen below.

    When loop prevention is turned on, its corresponding backend algorithms become available to be used in Flows. They are designed specifically to support the smooth execution of two-way sync use-cases in Flows by making sure no loops are introduced. Let’s see the mechanism behind this feature for the “Update” and “Create” use-case examples for contacts in Flows.

    Requirements for Loop Prevention Feature to Work

    Before using loop prevention in a specific Flow, you need to set up a few things. These are the core requirements without which loop prevention is impossible.

    1. Triggers for the required operations in a use-case should be present in the Flow for both apps. The “contact updated” and “contact created” Triggers are to be used for the update and create use-cases, respectively.

    2. The Actions and Triggers used in the Flow should be using Objects to handle the data.

    3. The apps being used in your Flow should have a separate “Get Record” Action implemented. This Action applies a Get call on an input Object. This is the Object on which “Update” or “Create” is being performed in the Flow. The Get call fetches the latest information on the Object (e.g., contact) and the associated data from the respective app. This “Get Record” Action is implicitly used on the backend once you enable loop prevention in the Flow. You can have this Action activity set up in your app settings and configure the Get call in the Object section.

    4. The loop prevention toggle button in the Flow should be ON.

    The “Update” Use-Case

    The example mentioned above will have four major steps for the update use-case. There will be a Trigger for when a contact is updated in Sendinblue and an Action that will execute in response to this Trigger that will update the subscriber in MailChimp.

    Since this is a two-way sync Flow, there will be steps for this process in the reverse direction as well. A Trigger for the subscriber being updated in MailChimp and an Action to update that contact in Sendinblue.

    Please note that only the relevant Flow steps are shown in the examples for this document for simplicity and user’s understanding.

    1. Contact Updated in Sendinblue

    When you update a contact in Sendinblue, it will execute the Trigger at the first step of the Flow in the image shown below. As a result of this Trigger, the Action to update that subscriber in MailChimp will be performed at the next step.

    2. Subscriber Updated in MailChimp

    Continuing the above example, it has already been mentioned that this Flow is a two-way sync between apps. So there will also exist a Trigger in this Flow for when a subscriber is updated in MailChimp and an Action to update that contact in Sendinblue. These steps are shown below.

    In our current example, the contact was updated in Sendinblue and has already been updated in MailChimp. The Trigger shown above will now be executed. However, this time, the process will not continue to the Action as the update has already been performed. Thus, the loop will be discontinued. All of this is controlled through the backend algorithm.

    The “Create” Use-Case

    Along with the “update contact” use-case, loops can arise from the “create contact” use-case as well. For loop prevention in this use case, we implement a similar type of algorithm as talked above. This use-case will again have four major steps in the Flow. Let’s see the details below.

    1. Contact created in Sendinblue

    When you create a contact in Sendinblue, it will execute a Trigger for “contact created in Sendinblue.” Let’s again make this the first step of the Flow, as shown in the image below. As a result of this Trigger, the Action to create that subscriber in MailChimp will be performed at the next step.

    2. Subscriber created in MailChimp

    For two-way sync in contact creation, there will also exist a Trigger in the Flow for when a subscriber is created in MailChimp and an Action to create that contact in Sendinblue. Let's assume they are the steps shown below.

    Once again, as the contact has already been created in both the apps, the above Trigger will not prompt the Action step to run, and the process will be discontinued after the contact is created in both apps once.

    So the loop will be prevented. Similar to the above examples, you can use the loop prevention feature in all your two-way operations in the Flow that might prompt a loop to occur.

    Just make sure you have fulfilled the requirements for it mentioned in this article. Using the loop prevention feature may affect your task usage for the integration.

    Sendinblue
    MailChimp
    Trigger

    Copper

    Integry supports a number of triggers and actions of Copper.

    Authentication

    Copper uses OAuth 2.0.

    Triggers

    For more, please see .

    Actions

    For more, please see .

    HubSpot

    Integry supports a number of triggers and actions of HubSpot.

    Triggers

    Map any other fields and click Next.

    Triggers when a new opportunity is deleted

    Opportunity Created

    Polling

    Triggers when a new opportunity is created

    Opportunity Updated

    Polling

    Triggers when a new opportunity is updated

    Person Created

    Polling

    Triggers when a person is created

    Person Created/Updated

    Polling

    Triggers when a person is created or updated

    Task Created

    Polling

    Triggers when a new task is created

    Task Updated

    Polling

    Triggers when a task is updated

    Task Deleted

    Instant

    Triggers when an existing task is deleted

    POST

    Creates a new lead

    Update Lead

    PUT

    Updates an existing lead in your copper account

    Get Lead by Email

    GET

    Fetches details of a lead record by email

    Get Lead by ID

    GET

    Fetches details of a lead by ID

    Upsert Lead

    PATCH

    Create a new lead if it does not match the criteria, else update the lead

    Delete Task

    DELETE

    Deletes an existing task

    Create Task

    POST

    Creates a new task

    Update Task

    PUT

    Updates an existing task

    Delete Opportunity

    DELETE

    Deletes an existing opportunity

    Create Opportunity

    POST

    Creates a new opportunity

    Update Opportunity

    PUT

    Updates an existing opportunity

    Delete Person

    DELETE

    Deletes an existing person

    Create Person

    POST

    Creates a new person

    Update Person

    PUT

    Updates an existing person

    Get Person by Email

    GET

    Fetches details of a person record by email

    Get Person by ID

    GET

    Fetches details of a person record by ID

    Name

    Type

    Description

    Company Created

    Polling

    Triggers when a new company is created

    Company Updated

    Polling

    Triggers when a new company is updated

    Company Deleted

    Instant

    Triggers when an existing company is deleted

    Lead Created/Updated

    Polling

    Triggers when a lead is created or updated

    Opportunity Deleted

    Name

    Method

    Description

    Delete Company

    DELETE

    Deletes an existing company

    Create Company

    POST

    Creates a new company

    Update Company

    PUT

    Updates an existing company

    Delete Lead

    DELETE

    Deletes an existing lead

    Copper API docs
    Copper API docs

    Instant

    Create Lead

    Contact Added to a List

    Polling

    Triggers when a contact is added to a list

    Contact Created

    Instant

    Triggers when a new contact is created

    Contact Created/Updated

    Polling

    Triggers when a contact is created or updated

    Quote Created/Updated

    Polling

    Triggers when a new quote is created or existing quote is updated

    For more, please see Hubspot API docs. If you're not sure how triggers work in Integry, go here.

    Actions

    Name

    Method

    Description

    Delete Contact

    DELETE

    Deletes an existing contact

    Unsubscribe Contact

    PATCH

    Unsubscribes a contact from all emails

    Create Email Template

    POST

    Creates a new email template

    Get Contact

    GET

    Fetches the details of a contact

    For more, please see Hubspot API docs.

    Authorization

    Your users will login to Hubspot via OAuth 2.0 using Integry's developer app. You can replace it by setting up your own.

    Name

    Type

    Description

    Contact Updated in a List

    Polling

    Triggers when an existing contact is updated in a list

    Sync data FROM another app to your app

    A Flow moves data from one app to another. A Flow can have one or more Triggers that execute steps when run. Flows can sync data from or to your app from another app.

    In this quick tutorial, we will build and run a flow that sends every new subscriber in a Mailchimp audience to your API endpoint.

    To make things interesting, you will get to map custom fields in your Mailchimp account to fields of the API endpoint.

    Note: You will need to login to a Mailchimp account, sign up for a free trial

    Create a flow

    1. Navigate to Flows and click button

    2. Select the trigger: "Subscriber Created" in Mailchimp.

    3. Click "Add a step" and select "HTTP Call". We will use this to call your API with the Mailchimp Subscriber data. If you don't have an API, Integr can write to your database, or Integry's own local store and expose an API.

    That's it! The flow is ready to use.

    Set up an integration of the flow

    1. Click "Embed". You'll see the flow you created. In this example, that's "Sync new subscribers from Mailchimp".

    2. Click "Setup and enable".

    3. Login to Mailchimp.

    4. Configure Mailchimp.

    Almost there! The integration is now live and ready to be triggered.

    Run the integration

    In this example, we are using a Mailchimp trigger so steps 1-5 will happen in Mailchimp.

    1. Open in a browser.

    2. Log in with the same user account you used while setting up the integration.

      1. If you have multiple team accounts, select the same team account you selected earlier.

    3. Click "Add subscriber".

    We're done! You just created a flow between two apps, setup an integration of the flow, and the integration ran.

    Next steps

    • Make flows that , import data from an app, export data to an app, or even sync both ways between another app and your app.

    • in your app so your users can set up integrations from within your app

    Create Contact

    POST

    Creates a new contact

    Update Contact

    PATCH

    Updates an existing contact

    Update Email Template

    PATCH

    Updates an existing email template

    Bulk Contact Create

    POST

    Create contacts in bulk inside your account

    Bulk List Addition

    POST

    Add contacts into a list in bulk

    Create Deal

    POST

    Creates a new deal

    Upsert Contact

    POST

    Creates a new HubSpot contact or updates an existing one

    Remove Contact from List

    POST

    Removes contact from list

    Create Note Engagement

    POST

    Creates a new note engagement

    Get Lifecycle Stages

    GET

    Fetches lifecycle stages of a contact

    Search Company

    POST

    Searches a company by search criteria

    Update Deal

    PATCH

    Updates an existing deal

    Delete Deal

    DELETE

    Deletes an existing deal

    Get Deal

    GET

    Fetches a specific deal by ID

    Create Quote

    POST

    Creates a new quote

    Create Line Item

    POST

    Creates a new line item

    Get Quote Details

    GET

    Fetches details of a quote

    Get Line Item Details

    GET

    Fetches details of a line item

    Batch Read Line Items

    POST

    Reads a batch of line items

    Get Quote

    GET

    Fetches details of a quote

    Configure the HTTP Call: in this example, we will use webhook.site as a sample API endpoint

    1. On webhook.site: Click "Copy" to copy the unique URL

    2. Back in Integry's HTTP Call: Set the method HTTP call method to POST, and paste the URL.

    3. Switch to the "Body" tab of the HTTP call

    4. Define the JSON payload. In this example, we will send three fields to the API endpoint.

      1. Paste this JSON in the body:

      2. Map the email field from the trigger to the body.

        1. Place your cursor in between the "" you just added, and click +. The mapping menu will popup.

    5. Now, simply Click "Test" to run this HTTP call to confirm that it's working.

      1. Integry will ask you to provide an API key. Enter "123" and click Proceed.

    6. You can see the request and response below.

      • "email" contains a sample value from the trigger's output that you mapped.

      • "first_name" and "last_name" are empty because they've not been mapped as yet. You will get to map them (like your users) in the next section when you setup an integration of this flow.

  • Save the flow and go back to the Flows list.

  • Select the audience you want to monitor for new subscriber and click Next.

  • Configure Acme Co.

    1. Map Acme Co. fields to Mailchimp fields.

  • Click Save to initialize the integration.

  • Fill out the form with a new user's details.

  • Give permission to email the user, and click Subscribe.

  • Go back to webhook.site. A new request with the details you entered should have been received.

  • You can also see how the run actually executed by clicking the count of users against this flow (in the flows list), drill down to runs, and then steps.

  • Create a Flow
    mailchimp.com
    send data to another app
    Embed the Integry widget

    Passthrough Requests

    We have Functions for the most commonly used endpoints of 200+ apps.

    If you want to do anything else, you can call the Passthrough Request function of any app we support via or . Integry will automatically add the user's auth credentials to the request.

    Make a passthrough request via API

    POST /<app_name>-passthrough-request

  • Click "Subscriber Created" under the Subscriber Created (Block)

  • Click the ">" next to "Out" to access the output.

  • In this example, event type and timestamp are at the root, while the data is in an array. Click "data" to open the array, and click "email".

  • Confirm that the body looks like this:

  • Now would be a good time to rename the flow and save it.

  • Add the other two fields to the setup form.

    1. Click "Add fields to setup form..." at the bottom of the body container.

    2. Unselect "email" because we already mapped it. We want the user to map the other two at setup time. You can rename the titles if you want.

    3. Click "Add fields".

    4. Click "Setup Form" in the left pane, and go to the second page. Instead of "Acme Co.", it should have your app's name. You will see the two fields that you just added.

    5. Click "First Name" or "Last Name". You can see that the fields have been automatically configured to allow users to map fields from the trigger step. You don't need to do anything.

    6. Go back to "Trigger Blocks" and to the "Body" tab in "HTTP Call". You will see that the fields in the setup form (that you just added) have been automatically wired as the values of the fields to be sent to the API endpoint. You don't need to go anything here either.

  • You see this screen because Integry is assuming that webhook.site is your app, and the API call to the endpoint has to be authenticated with your credentials. Don't worry, your users won't have to give the API key in this manner because you will pass the key through the SDK when you embed the widget.

    Integry will execute the function if the user has already connected their account for the function app, and the method and URL parameters are provided in the body. These function calls will show in the Function Calls log in the Integry app.

    Integry will not execute the function if the user has not connected an account, or the parameters passed are invalid. These function calls will not show in the Function Calls log.

    Body

    Name
    Type
    Description
    Required

    method

    string

    Request method

    true

    url

    string

    Request URL

    true

    body

    object

    Request body

    Response

    If Integry executes the function, it will respond with a 200 OK with following keys in the response body:

    • network_code: HTTP response status code of the onwards API call made by Integry.

    • output: HTTP response body of the onwards API call made by Integry.

    If Integry does not execute the function, it will respond with a 400 Bad Request with following keys in the response body:

    • error: Summary of the error.

    • error_details[]: Detailed errors for individual fields (if applicable).

    Make a passthrough request via SDK

    invokeFunction(<app_name>-passthrough-request, params, connectedAccountId)

    Integry will execute the function if the user has already connected their account for the function app, and the method and URL parameters are provided in the params object. These function calls will show in the Function Calls log in the Integry app.

    Integry will not execute the function if the user has not connected an account, or the parameters passed are invalid. These function calls will not show in the Function Calls log.

    Method parameters

    Name
    Type
    Description
    Example
    Required

    functionName

    string

    The name of the function to execute

    slack-post-message

    true

    params

    object

    An object containing the function parameters.

    {"method":"",

    "url":"",

    "body":""}

    true

    Returns

    If Integry executes the function, this method returns a result object with following keys:

    • network_code: HTTP response status code of the onwards API call made by Integry.

    • output: HTTP response body of the onwards API call made by Integry.

    If Integry does not execute the function, this method returns a result object with following keys:

    • error: Summary of the error.

    • error_details[]: Detailed errors for individual fields (if applicable).

    List all passthrough request functions

    GET /functions?type=passthrough

    List all passthrough request functions supported by Integry. See /functions for more options.

    API endpoint
    SDK method

    Zoho CRM

    Integry supports a number of triggers and actions of Zoho CRM.

    Triggers

    Salesforce

    Integry supports a number of triggers and actions of Salesforce.

    Triggers

    {
       "email":"",
       "first_name":"",
       "last_name":""
    }
    // Function name: slack-passthrough-request
    // GET https://slack.com/api/conversations.list?limit=2
    
    {
        "network_code": "200",
        "output": {
            "ok": true,
            "channels": [
                {
                    "id": "C6F3LQ03A",
                    "name": "random",
                    "is_channel": true,
                    "is_group": false,
                    "is_im": false,
                    "is_mpim": false,
                    "is_private": false,
                    "created": 1501486653,
                    "is_archived": false,
                    "is_general": false,
                    "unlinked": 0,
                    "name_normalized": "random",
                    "is_shared": false,
                    "is_org_shared": false,
                    "is_pending_ext_shared": false,
                    "pending_shared": [],
                    "context_team_id": "T6F74R6TB",
                    "updated": 1724807678577,
                    "parent_conversation": null,
                    "creator": "U6GKMKPE2",
                    "is_ext_shared": false,
                    "shared_team_ids": [
                        "T6F74R6TB"
                    ],
                    "pending_connected_team_ids": [],
                    "is_member": true,
                    "topic": {
                        "value": "Non-work banter and water cooler conversation",
                        "creator": "U6GKMKPE2",
                        "last_set": 1501486653
                    },
                    "purpose": {
                        "value": "A place for non-work-related flimflam, faffing, hodge-podge or jibber-jabber you'd prefer to keep out of more focused work-related channels.",
                        "creator": "U6GKMKPE2",
                        "last_set": 1501486653
                    },
                    "properties": {
                        "tabs": [
                            {
                                "id": "files",
                                "label": "",
                                "type": "files"
                            }
                        ]
                    },
                    "previous_names": [],
                    "num_members": 7
                },
                {
                    "id": "C6GKMKRUN",
                    "name": "general",
                    "is_channel": true,
                    "is_group": false,
                    "is_im": false,
                    "is_mpim": false,
                    "is_private": false,
                    "created": 1501486653,
                    "is_archived": false,
                    "is_general": true,
                    "unlinked": 0,
                    "name_normalized": "general",
                    "is_shared": false,
                    "is_org_shared": false,
                    "is_pending_ext_shared": false,
                    "pending_shared": [],
                    "context_team_id": "T6F74R6TB",
                    "updated": 1731095674264,
                    "parent_conversation": null,
                    "creator": "U6GKMKPE2",
                    "is_ext_shared": false,
                    "shared_team_ids": [
                        "T6F74R6TB"
                    ],
                    "pending_connected_team_ids": [],
                    "is_member": true,
                    "topic": {
                        "value": "Channel for high priority, company-wide announcements and work-related matters. If you want to banter please head over to <#C02D3JZA45T|> if you want to discuss low priority items head over to <#G01L3PW2A01|integry-internal>",
                        "creator": "U6FQESQ02",
                        "last_set": 1632860908
                    },
                    "purpose": {
                        "value": "This channel is for team-wide communication and announcements. All team members are in this channel.",
                        "creator": "U6GKMKPE2",
                        "last_set": 1501486653
                    },
                    "properties": {
                        "tabs": [
                            {
                                "id": "files",
                                "label": "",
                                "type": "files"
                            }
                        ]
                    },
                    "previous_names": [],
                    "num_members": 14
                }
            ],
            "response_metadata": {
                "next_cursor": "dGVhbTpDOFBLNUhOOTU="
            }
        }
    }
    // Function name: slack-passthrough-request
    // Outcome: Error -- app was not connected
    {
        "error": "Could not call the function due to invalid input. Please see `error_details` for further information.",
        "error_details": [
            "User has not connected their Slack account. To connect an account, please call following SDK method: `connectApp('slack')`"
        ]
    }
    // Function name: pipedrive-passthrough-request
    // POST https://api.pipedrive.com/api/v2/persons
    {
        "network_code": "200",
        "output": {
            "success": true,
            "data": {
                "id": 27,
                "name": "Sample contact",
                "first_name": "Sample",
                "last_name": "contact",
                "add_time": "2024-11-11T17:18:18Z",
                "update_time": null,
                "visible_to": 3,
                "custom_fields": null,
                "owner_id": 22469411,
                "label_ids": [],
                "org_id": null,
                "is_deleted": false,
                "picture_id": null,
                "phones": [],
                "emails": []
            }
        }
    }
    // Function name: pipedrive-passthrough-request
    // POST https://api.pipedrive.com/api/v2/persons
    {
        "error": "Could not call the function due to invalid input. Please see `error_details` for further information.",
        "error_details": [
            "User has not connected their Pipedrive account. To connect an account, please call following SDK method: `connect('pipedrive')`"
        ]
    }
    const params = {
      method: "GET",
      url: "https://slack.com/api/conversations.list?limit=2"
    };
    integry.invokeFunction("slack-passthrough-request", params).then((result) => {
      console.log("Received response from Slack:", result);
    }).catch((error) => {
      console.error("Failed to invoke function:", error);
    });

    false

    connectedAccountId

    string

    The connected account to use for executing the action. Only use if the user has connected multiple accounts.

    43654

    false

    Contact Updated

    Polling

    Triggers when a contact is updated

    Contact Deleted

    Polling

    Triggers when a contact is deleted

    Lead Created

    Polling

    Triggers when a lead is created

    Lead Updated

    Polling

    Triggers when a lead is updated

    Lead Deleted

    Polling

    Triggers when a lead is deleted

    Account Created

    Polling

    Triggers when an account is created

    Account Updated

    Polling

    Triggers when an account is updated

    Account Deleted

    Polling

    Triggers when an account is deleted

    Task Created

    Polling

    Triggers when a task is created

    Task Updated

    Polling

    Triggers when a task is updated

    Task Deleted

    Polling

    Triggers when a task is deleted

    Deal Created

    Polling

    Triggers when a deal is created

    Deal Updated

    Polling

    Triggers when a deal is updated

    Deal Deleted

    Polling

    Triggers when a deal is deleted

    Meeting Created

    Polling

    Triggers when a meeting is created

    Meeting Updated

    Polling

    Triggers when a meeting is updated

    Meeting Deleted

    Polling

    Triggers when a meeting is deleted

    Campaign Created

    Polling

    Triggers when a campaign is created

    Campaign Updated

    Polling

    Triggers when a campaign is updated

    For more, please see Zoho API docs. If you're not sure how triggers work in Integry, go here.

    Actions

    Name

    Method

    Description

    Create Lead

    POST

    Creates a new lead

    Update Lead

    PUT

    Updates an existing lead

    Delete Lead

    DELETE

    Deletes an existing lead

    Get Lead

    GET

    Fetches a specific lead by ID

    Authorization

    Your users will login to Zoho CRM via OAuth 2.0 using Integry's developer app. You can replace it by setting up your own.

    Limitations

    Following are the limitations in the Zoho CRM App Connector as yet.

    • The Twitter and Skype ID you use should be one word with no spaces.

    • The connector does not support ‘.cn’ domains.

    Name

    Type

    Description

    Contact Created

    Polling

    Triggers when a contact is created

    Contact Updated

    Polling

    Triggers when a contact is updated

    Contact Deleted

    Polling

    Triggers when a contact is deleted

    Lead Created

    Polling

    Triggers when a lead is created

    Lead Updated

    Polling

    Triggers when a lead is updated

    Lead Deleted

    Polling

    Triggers when a lead is deleted

    Lead Merged

    Polling

    Triggers when a lead is merged into another lead and returns the lead that gets deleted after the merge

    Task Created

    Polling

    Triggers when a new task is created

    Task Updated

    Polling

    Triggers when an existing task is updated

    Task Deleted

    Polling

    Triggers when an existing task is deleted

    Account Created

    Polling

    Triggers when a new account is created

    Account Updated

    Polling

    Triggers when an existing account is updated

    Account Deleted

    Polling

    Triggers when an existing account is deleted

    Opportunity Created

    Polling

    Triggers when a new opportunity is created

    Opportunity Updated

    Polling

    Triggers when an existing opportunity is updated

    Opportunity Deleted

    Polling

    Triggers when an existing opportunity is deleted

    Campaign Created

    Polling

    Triggers when a new campaign is created

    Campaign Updated

    Polling

    Triggers when an existing campaign is updated

    Campaign Deleted

    Polling

    Triggers when an existing campaign is deleted

    Product Created

    Polling

    Triggers when a new product is created

    Product Updated

    Polling

    Triggers when an existing product is updated

    Order Created

    Polling

    Triggers when a new order is created

    Order Updated

    Polling

    Triggers when an existing order is updated

    For more, please see Salesforce API docs. If you're not sure how triggers work in Integry, go here.

    Actions

    Name

    Method

    Description

    Delete Contact

    DELETE

    Deletes an existing contact

    Contact Opt In/Out of Email

    PATCH

    Opts a contact in or out of email services

    Lead Opt In/Out of Email

    PATCH

    Opts a lead in or out of email services

    Create Task

    POST

    Creates a new task

    For more, please see Salesforce API docs.

    Authorization

    Your users will login to Salesforce via OAuth 2.0 using Integry's developer app. You can replace it by setting up your own.

    Limitations

    Following are the limitations in the Salesforce App Connector as yet.

    • Boolean type custom fields are not supported for field mapping.

    • Sandbox environment is not supported for Flow testing.

    • If you try to connect an account that is not API enabled, you won't be able to authenticate your account.

    FAQs

    What does the “OAUTH_APP_BLOCKED” error in Salesforce mean, and how can I resolve it? The “OAUTH_APP_BLOCKED” error indicates that the app you are trying to access is blocked by an administrator. This can happen if the app's access has been restricted within the Salesforce CRM settings.

    To resolve this issue, you need to check the “Connected Apps OAuth Usage” settings within an admin account and unblock the app. Follow these steps to do so:

    1. Sign in to Salesforce CRM as an administrator.

    2. Navigate to Setup.

    3. Go to Platform Tools > Apps > Connected Apps > Connected Apps OAuth Usage.

    4. Locate the app that is blocked.

    5. Select Unblock for the app.

    What does the “INVALID_SESSION_ID” error in response mean in salesforce and how can I resolve it? The “INVALID_SESSION_ID” error indicates that your access token has become invalid. This situation can occur for various reasons, such as the user revoking the app’s access or changes made to the user’s security settings. When this error occurs, it is necessary for you to re-authenticate in order to restore the integration’s functionality, simply trying to enable the integration again will result in the same error message. Here is an example of what the error payload will look like:

    Name

    Type

    Description

    Contact Created

    Polling

    Triggers when a contact is created

    [
        {
            "message": "Session expired or invalid",
            "errorCode": "INVALID_SESSION_ID"
        }
    ]

    Search Leads

    GET

    Retrieves the latest 200 leads meeting the specified criteria

    Create Account

    POST

    Creates a new account

    Update Account

    PUT

    Updates an existing account

    Delete Account

    DELETE

    Deletes an existing account

    Get Account

    GET

    Fetches a specific account by ID

    Search Accounts

    GET

    Retrieves the latest 200 accounts meeting the specified criteria

    Create Task

    POST

    Creates a new task

    Update Task

    PUT

    Updates an existing task

    Delete Task

    DELETE

    Deletes an existing task

    Get Task

    GET

    Fetches a specific task by ID

    Search Tasks

    GET

    Retrieves the latest 200 tasks fulfilling the specified criteria

    Create Meeting

    POST

    Creates a new meeting

    Update Meeting

    PUT

    Updates an existing meeting

    Delete Meeting

    DELETE

    Deletes an existing meeting

    Get Meeting

    GET

    Fetches a specific meeting by ID

    Search Meetings

    GET

    Retrieves the latest 200 meetings fulfilling the specified criteria

    Create Deal

    POST

    Creates a new deal

    Update Deal

    PUT

    Updates an existing deal

    Delete Deal

    DELETE

    Deletes an existing deal

    Get Deal

    GET

    Fetches a specific deal by ID

    Search Deals

    GET

    Retrieves the latest 200 deals meeting the specified criteria

    Create Campaign

    POST

    Creates a new campaign

    Update Campaign

    PUT

    Updates an existing campaign

    Delete Campaign

    DELETE

    Deletes an existing campaign

    Get Campaign

    GET

    Fetches a specific campaign by ID

    Search Campaigns

    GET

    Retrieves the latest 200 campaigns meeting the specified criteria

    Create Contact

    POST

    Creates a new contact

    Update Contact

    PUT

    Updates an existing contact

    Delete Contact

    DELETE

    Deletes an existing contact

    Remove Tag from Contact

    POST

    Removes a tag from a contact

    Tag a Contact

    POST

    Adds a tag to a contact

    Get Contact

    GET

    Fetches a specific contact by ID

    Search Contacts

    GET

    Retrieves the latest 200 contacts meeting the specified criteria

    Add Note

    POST

    Adds a note to a record

    Delete Task

    DELETE

    Deletes an existing task

    Update Task

    PATCH

    Updates an existing task

    Delete Opportunity

    DELETE

    Deletes an existing opportunity

    Delete Account

    DELETE

    Deletes an existing account

    Create Opportunity

    POST

    Creates a new opportunity

    Update Opportunity

    PATCH

    Updates an existing opportunity

    Create Account

    POST

    Creates a new account

    Update Account

    POST

    Updates an existing account

    Create Campaign

    POST

    Creates a new campaign

    Update Campaign

    PATCH

    Updates an existing campaign

    Create Product

    POST

    Creates a new product

    Update Product

    PATCH

    Updates an existing product

    Create Order

    POST

    Creates a new order

    Update Order

    PATCH

    Updates an existing order

    Delete Lead

    DELETE

    Deletes an existing lead

    Create Lead

    POST

    Creates a new lead

    Update Lead

    PATCH

    Updates an existing lead

    Get All Lead Statuses

    GET

    Fetches the list of all the lead statuses from your account

    Create User

    POST

    Creates a new user in your Salesforce organization

    Get Lead by ID

    GET

    Fetches the details of a lead

    Get Contact by ID

    GET

    Fetches the details of a contact

    Add Lead or Contact to Campaign Members

    POST

    Adds the selected lead or contact to the selected campaign's members

    Create Contact

    POST

    Creates a new contact

    Update Contact

    PATCH

    Updates an existing contact