Setting up Custom Integrations

Lesson Overview

In this video, we'll explore advanced integration methods available in AirOps, including API calls, triggering workflows externally, and using the knowledge base API. By the end, you'll have a solid understanding of how to extend AirOps functionality and integrate it with your existing tools and systems.

• 0:00: Introduction to advanced integration methods in AirOps
• 0:31: Integrating with SaaS products using the API step
• 1:37: Triggering workflows externally via API requests and webhooks
• 4:14: Leveraging the knowledge base API for up-to-date context in workflows

Key Concepts

API Step for Custom Integrations

The API step in AirOps allows you to make GET and POST requests to services that don't have a native integration. This versatile method enables you to integrate with virtually any SaaS tool by providing the necessary headers, body request, and post URL. ChatGPT can be a valuable resource in constructing valid queries based on the service's developer documentation.

Triggering Workflows Externally

AirOps offers several ways to trigger workflows from outside the platform:

• REST API: Post to a specific endpoint with relevant information and receive an instant response.
• Async Endpoint: For larger jobs, use the async endpoint to queue tasks and execute them in order. This method allows for fetching execution details and providing feedback.
• Webhooks: Catch payloads sent from SaaS tools like Stripe, Salesforce, or HubSpot to trigger workflows in AirOps. Extract elements from the payload using code or an LM step.

These methods enable you to initiate workflows from third-party systems or based on events in your CRM or CMS.

Knowledge Base API

The knowledge base API allows you to keep your managed data stores up-to-date, ensuring that your LM workflows always have access to the latest business context. You can search and query your knowledge base, push content directly using the insert or update methods, and maintain high-quality content at all times. This is particularly useful when dealing with frequently changing data, such as product catalogs.

Key Takeaways

1. The API step enables custom integrations with SaaS products that don't have a native integration in AirOps, allowing for greater flexibility in your workflows.
2. Triggering workflows externally can be achieved through REST API calls, async endpoints for larger jobs, and webhooks to catch payloads from third-party tools.
3. The knowledge base API ensures that your LM workflows always have access to the most up-to-date business context, which is crucial when dealing with frequently changing data.
4. AirOps provides comprehensive documentation and support to help you navigate the complexity of advanced integrations and find the best strategy for your use case.