What is this?
Integration steps let your automation reach outside the platform: fetch or send data with an API, work with a Google Sheet or Calendar, or connect to your events. They work on every channel. [SCREENSHOT: automation-steps-integrations-palette — The builder palette showing the integration steps]What can I do here?
How to use it
HTTP API
What it does: makes a request to any web service — yours or someone else’s — and can save data from the reply into contact fields. When to use it: looking up an order, creating a record in your CRM, checking stock, or telling your own system something happened.- HTTP Method — GET, POST, PUT, PATCH, or DELETE.
- Request URL (required) — the address. You can add variables into it.
- Query Parameters and Headers — add name/value pairs, such as an
Authorizationheader. - Request Body (JSON) — the data to send, with variables if you like.
- Use the Response Preview to see the reply.
- Response Mapping — click Add Mapping, choose a JSON Path in the reply (for example
data.user.name), and the field to store it in. You can also apply an optional transformation.
Requests are made from the platform’s servers, with protection against calls to internal addresses.
Google Sheets
What it does: adds a row, updates a row, or fetches a value from a Google Sheet. When to use it: logging leads or orders in a spreadsheet, or reading a price list. First connect your Google account — see Google. Then:- Operation (required) — Add New Row, Update Row, or Fetch Row Value.
- Select Sheet and Select Tab.
- For Add New Row, use Column Values to map each column to a value (variables work).
- For Update Row, choose the Reference Column and Reference Value used to find the row, then set the Columns to Update.
- For Fetch Row Value, set the Search Criteria (with AND matching) and choose which Fetch Columns to save into which fields.
Google Calendar (beta)
What it does: creates a calendar event or retrieves events. When to use it: booking an appointment the customer chose, or checking if a slot is free.- Operation (required) — Create Event or Retrieve Events.
- Select Calendar, and optionally a Timezone (the default is the calendar’s own).
- Create Event: set the Event Title, Description, Location, Start Time, and End Time — either a direct time or Start Time + Minutes. Turn on All Day Event for whole-day events. Dates can be read from the customer’s message in several formats, such as
DD/MM/YYYY. - Retrieve Events: search by attendee email, keyword, and a From Date and To Date, set Max Results, and use Save Results to map fields like Event Title, Event Start Time, and Total Events Found into custom fields.
Detect Country
What it does: works out the contact’s country from their phone number (or another field) and saves it. When to use it: showing prices in the right currency, or sending customers to the right team.- Phone Source — the contact’s phone number, or a custom field.
- Save Country Code To — for example
USorGB. - Optionally Also Save Country Name To — for example “United States”.
Send Event Invite
What it does: sends a registration button with an automatically built link to one of your events. When to use it: inviting contacts to a webinar, workshop, or meetup.- Event — choose a published event from Event Studio.
- Message body and Button label.
- Closed message — what customers see if registration is closed.
Send Event QR
What it does: finds a contact’s ticket by phone or email and re-sends its QR code. When to use it: “I lost my ticket” — let customers get it again without contacting you.- Event and Lookup field — Phone or Email, taken from the conversation.
- Not found message — for example “No ticket found for this phone/email.”
Troubleshooting / Technical Notes
- HTTP API returns nothing useful. Check the URL and headers, and look at the Response Preview. Then check the JSON Path you mapped.
- “No Google account connected.” Connect Google first — see Google.
- Google Sheets says no columns found. Row 1 needs headers. Then click Refresh Columns from Sheet.
- Send Event Invite says registration is closed. The event isn’t published or has closed — check it in Event Studio.