Template Settings

Settings Tab

Property Option Description
On Step Error Ignore (Default), Stop, Retry The action to take when a step error is encountered. Note: Retry is only possible when the transaction/step is sending a single request. 1st retry is after 5 minutes, 2nd after 35 minutes, 3rd after 1h35m, 4th after 4h35m, and 5th after 10h35m.
Log Step Requests On (Default), Off When this is turned on, your Integration will log the requests as well as the responses in step data.
Collection Splitting None, Trigger Step (Default), All Steps Allows lists of data to be split into separate Transactions for either the First Step, or All Steps. Webhook data cannot be split.


Variables can be defined here and, once set, used throughout the template.

Data Retention

You can set the period for which transaction and any error information is retained. The default is the maximum which is 30 days.

Trigger Step

A trigger is the first step in your cycle; the event that causes the process to start.

To add your trigger, click on the name of the app in the right sidebar. This will reveal different categories of step. Clicking on the name of a category will then reveal the steps that you can use.

There are two types of trigger:

  • Green: these are a “get” which will connect to the app on a timer to get data
  • Grey: these are “webhooks” which wait for data to be sent to them

Choose a trigger, then click-drag it onto the builder canvas to the right.

Once you have added a trigger, click on its cog button in order to set it up.

Depending on the type of trigger you have used you will need to setup some of the following:

  • Interval: how often the trigger will run
  • Mappings: for example, a get trigger may allow you to be more specific about what you wish to get (these contactsthis mailing list, etc)
  • Webhook URL: you may need to paste this back into the app you’re connecting

Adding More Steps

With a trigger now setup, you need to add an action: the step that will be taken after the first step runs.

Action steps are blue and they may include some of the following:

  • Add contacts
  • Send a message
  • Create a task

Click-drag an action step onto the builder’s canvas, dropping it near your trigger step.

Next, click-drag the dot on the right side of the trigger and drop it onto the dot on the left side of your action. The steps should now be joined.

Field Mapping

With the two steps joined, you should now click the button on your action and perform the setup and field mapping.

The left most column contains the fields for current step you are setting up. In the right column, you can choose where this app’s field data comes from.

Any previous step’s fields are available to you. In addition, you can type values, look up values, or select default values provided by the app.

Fields marked with a tick are required and must be mapped.

How to Map Fields

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