Integration Options

Each integration has an "Options" button (three dots in the right-hand corner). When you click it, you will see options for managing the integration.

Check out the details of each option below:

• View

• Duplicate

• Share

• Update

• Delete

• Favorite

View integration

By clicking on the "View" integration option, you can check various information about the chosen item, as well as edit and configure it. The same view can be obtained by clicking directly on the integration.

In this area, there are two divisions: Information banner (name, image, etc) and Flows of this integration.

Informational Banner In addition to the integration's name, images, and description, the upper right corner provides the following actions:

• Groups: Manage the groups this integration belongs to.

• Copy URL: Copy the integration’s URL for sharing purposes.

• Duplicate: Start the step-by-step process to duplicate the integration.

• Share: Share the flow with a workspace you are a member of.

• Unshare: removes the previous sharing.

• Delete: Begin the process to delete the integration.

At the bottom of the banner, you can see the following information:

• Last execution: date and time of the integration's last execution (if any);

• Versioning: version of the integration;

• Attachments: allows you to add useful attachments to the integration;

• Status: status of the integration (active or inactive).

In order to cover all the aspects and details of this area of the Integration view, we have provided information on each item on specific pages. Click on the desired option:

• Editing the integration

• Flows of this integration

Duplicate Integration

You can duplicate an integration by following these steps:

1. In the integration’s “Options” menu, select “Duplicate.”

2. A modal will appear for you to choose the workspace that will receive the duplicated integration. Click “Duplicate.”

3. Done! Your integration has been successfully duplicated.

Sharing an integration

You can share an integration for a workspace to which you belong. To do this, follow these steps:

1. Click on the "Options" button and then choose "Share".

1. Then choose one or more workspaces from the drop-down list.

2. Choose the "sharing type" (Major, Minor and Patch).

3. After choosing the sharing type, the screen shows a field to describe the updates (not mandatory).

4. Complete this step by clicking "Share".

1. To complete the sharing process, go to your chosen workspace and click on “All” in the “Integrations” area. Then, click the "Import" button. The newly shared module will be in the "Other spaces" tab. Read more about importing an integration.

2. Done! Your integration has been successfully shared.

Updating an integration

To update an integration, follow these steps:

1. Click on the "Options" button and then choose "Update".

2. The modal will display the available versions of that integration, including the current version and the latest version (if any). To update, choose the version flagged as the latest version.

1. Once you've chosen the version, just confirm it with the "Update" button. Otherwise, press Cancel.

2. That's it! Your integration has been successfully updated.

Deleting an integration

To delete an integration, follow these steps:

1. Click on the "Options" button and then choose "Delete".

2. The confirmation screen for deleting the integration will appear. If you want to confirm, type the name of the integration in the specific field and then click "Delete".

Favoriting integration

Next to the three dots, there’s a star icon that lets you favorite integrations. Use this option to prioritize the integrations you want to see first, especially when many are available.

If you don't use the "favorite" option, integrations will be displayed based on the most recent edit and the filters applied (e.g., ascending order).