This article will show you how to create a Template Integration. Template integrations are used for quick and easy setup of commonly requested integrations between CivicPlus products.
- Navigate to the Integrations tab
- Click + New Integration
- Select a Template integration card
Step 1: Design
Select the Credentials for your Trigger and Action. The remaining fields have been auto-populated based on the template chosen but you may update the Short Description and any other fields, if necessary.
When you are finished adding your Credentials and reviewing the fields on Step 1, you can select Next to be brought to the Configure step for your integration.
Step 2: Configure
Select Groups To Subscribe To from the dropdown and edit any of the default fields if needed.
There are two types of action fields that may show up in the column on the right.
Once all required fields are filled out, select Next to move on to Step 3. At any point, you may select Back or click on Design in the progress bar at the top to be brought back to the previous step. Note that if any changes are made in Step 1, the fields in Step 2 will likely change and your previous selections may be lost.
Step 3: Test & Confirm
The third and final step for your integration setup is the Test & Confirm step. On this screen, you will see an overview of your integration where you can preview what will trigger and be completed with this integration.
You will also see step-by-step instructions on how to test your integration. Note that you will need to first save and enable your integration before your integration can be triggered as described in the Test Instructions.
To save your integration, all you need to do now is select the Save button. If after reviewing your integration overview you need to make changes to the integration, you can return to Step 2 by clicking the Back button.