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Integrations

Integrations (also called workflows) automate tasks between different services. You can create, activate, and manage them from the Integrations page.

Creating a new integration​

Note: Only users with Admin or Collaborator role can create integrations.

  1. Go to the organization page
  2. Click "New integration"
  3. Choose a trigger (what starts the integration)
  4. Add steps (what actions to perform)
  5. Configure the settings
  6. Save the integration

Active and inactive tabs​

The Integrations page has two tabs:

  • Active: Shows integrations that are currently running
  • Inactive: Shows integrations that are paused

Switch between tabs to see different integration states.

Integration status​

Each integration shows its status:

  • Live: The integration is active and running
  • Paused: The integration is temporarily stopped
  • Draft: The integration is being created or edited

Searching integrations​

Use the search field to find specific integrations:

  1. Type the integration name in the search box
  2. Results filter as you type
  3. Click on an integration to open it

Viewing integration details​

Note: All users with Reader, Collaborator, or Admin role can view integration details.

Click on an integration to see:

  • Status: Whether it's live or paused
  • Steps: What the integration does
  • Runs: History of when it ran
  • Settings: Configuration options

Activating and pausing​

Note: Only users with Admin or Collaborator role can activate, pause, or delete integrations.

  • Activate: Click "Activate" to start an integration
  • Pause: Click "Pause" to temporarily stop an integration
  • Delete: Remove an integration permanently (be careful with this)

Managing integrations​

Note: Only users with Admin or Collaborator role can edit, duplicate, or delete integrations. All users can view run history and check logs.

You can:

  • Edit integration settings (Admin and Collaborator only)
  • View run history (all roles)
  • Check logs for errors (all roles)
  • Duplicate integrations (Admin and Collaborator only)
  • Delete integrations you no longer need (Admin and Collaborator only)