Integration Node
Connects to third-party services and APIs through pre-built integrations.
Input Fields
Task Name: Descriptive name for this integration task.
Integration: Select from available integrations (QuickBooks, Salesforce, Slack, etc.). Must be connected and authenticated first.
Action: Choose the specific action to perform (e.g., ‘Create Invoice’, ‘Send Message’, ‘Update Contact’).
Run With Member: For user-scoped integrations, select which team member’s credentials to use.
Action Parameters: Each action has specific required and optional parameters. These are dynamically loaded based on the selected action.
Common Integration Actions
QuickBooks: Create/update invoices, customers, payments
Salesforce: Create/update leads, opportunities, contacts
Slack: Send messages, create channels, update status
Gmail: Send emails, search messages, manage labels
DocuSign: Create envelopes, send for signature, check status
Tips:
- Ensure integration is properly authenticated before use
- Review action documentation for parameter details
- Use workflow variables for dynamic values
- Test integrations with non-production data first