Legacy Documentation - Old Canvas

What is an integration flow?

An integration is the process of connecting different systems, applications, services, or data so they can work together in a coordinated manner. These connections enable information exchange and workflow automation.

Examples

• Automatically transfer orders from an online store to an ERP system.
• Update contacts in a CRM with data from a marketing system.
• Synchronize financial information between accounting and banking systems.

Steps

An integration consists of several steps that perform different functions:

Triggers

Triggers initiate an integration by monitoring events in connected systems or applications, activating the workflow when a predefined condition is met. Examples:

• Scheduler: allows you to schedule flow execution at specific intervals, such as daily or weekly.
• REST: starts the flow upon receiving an HTTP request, allowing external APIs to trigger integrations.

Connectors

Connectors facilitate communication with external systems, services, or APIs, ensuring data is exchanged in the appropriate format. Examples:

• REST API: allows integration with RESTful services, enabling operations such as GET, POST, PUT, and DELETE on external APIs.
• Cloud Providers: connectors for services like AWS S3, enabling storage and file retrieval operations in the cloud.
• Databases: connectors that allow reading and writing data in databases such as MySQL, PostgreSQL, and SQL Server.

Logic Tools

Logic tools enable you to implement rules and conditions within the workflow, controlling how data is processed and actions are executed. Examples:

• Choice: defines different paths in the flow based on specific conditions, allowing conditional decisions.
• For Each: allows iteration over a collection of items, executing actions repeatedly for each item in the list.
• JSON Transformation: transforms JSON data from one format to another, facilitating data adaptation to target system needs.

How do these steps interact?

Steps are chained sequentially or in parallel, depending on the integration objective. For example, a flow can start with a trigger that identifies new records in an API, go through a connector to fetch additional information from a database, and then use logic tools to format the data before sending it to a target system.

Consult the documentation pages about the old Canvas:

• Quick Guide - Creating an Integration
• Connector Manager
• Flow
• Environment Variables
• Triggers
• General Tools
• Advanced Settings
• Test Mode
• Deploy
• Example: Integration with CRM and For Each