External integrations
- PROVIDER
- Salesforce today; fixed once the integration is created
- AUTH
- OAuth 2.0 JWT bearer with a stored credential
- TOKEN
- Lifetime between 300 and 86,400 seconds
- ENVIRONMENTS
- Separate production and UAT connections
Connect the systems you already run, securely
Connect external systems such as Salesforce, call your own APIs from chatbot flows, and keep records in sync when something changes.
Live demo
Watch a points change sync to Salesforce
In the product
Set up an integration
The External Integrations screen in Settings.
Building blocks
What you get
Integration actions
- REQUEST
- Parameters such as memberId, tier, points
- RESPONSE
- Values such as salesforceId and syncedAt, saved to the record
- GOODWILL
- Example: issue goodwill points with your rules
Where they run
- Chatbot WEBHOOK intents for live data
- Workflows when a record changes
- Every call logged with request and response
More features