Integrations Knowledge Center

Integrations

Connect OpenMethods to your CRM, contact center, and business systems. This guide explains how to browse available integrations, create connections, configure authentication, and use integrations in your workflows.

100+ Connectors OAuth • API Key • Basic Auth No Code Required

Overview

The Integrations screen lets you connect the platform to external systems. Once connected, you can use these integrations in PopFlow workflows to:

  • Search and update records in your CRM (Zendesk, Salesforce, Oracle Service Cloud)
  • Trigger screen pops and workspace events
  • Run reports and fetch data
  • Send notifications and update tickets
  • Make custom API calls to any REST endpoint
Tip: Integrations are organization-level. Once an admin creates a connection, all users with the appropriate permissions can use it in their workflows.

Available Integrations

OpenMethods includes pre-built connectors for popular enterprise systems. Browse the full catalog in Settings → Integrations.

Featured Integrations

Zendesk Popular
CRM & Support
Ticket search, create, update. Native Zendesk Apps Framework support.
Salesforce Popular
CRM
Lead management, case handling, customer data sync via REST API.
ServiceNow
ITSM
Incident management, change requests, CMDB operations.
Microsoft Dynamics 365
CRM & ERP
Customer engagement, sales, and service operations.
HubSpot
CRM & Marketing
Contact management, deals, and marketing automation.
Freshdesk
Support
Ticket management and customer support operations.
Jira
Project Management
Issue tracking and agile project management.
Slack
Collaboration
Send notifications, post messages, and trigger workflows.

Custom Integrations

For systems without a pre-built connector, use the Network Request activity in PopFlow with Client Mode to call any REST API. This supports:

  • Custom headers and authentication
  • GET, POST, PUT, PATCH, DELETE methods
  • JSON request/response handling
  • Dynamic URL and body construction using expressions

For SOAP-based web services, use the dedicated Soap activity.

Setup Guide

Follow these steps to connect a new integration:

Navigate to Integrations

Go to Settings → Integrations in the left sidebar.

Browse Available Connectors

Search or scroll through the list of available integrations. Click a connector to view its details and authentication requirements.

Create a Connection

Click the connector card to start the setup wizard. Enter a Connection Name (e.g., "Production Zendesk") and provide the required credentials.

Test the Connection

Most connectors include a test option. Use it to verify your credentials before saving.

Use in PopFlow

Once connected, the integration appears in PopFlow's activity palette. Drag activities onto your workflow canvas to use them.

Best Practice: Use descriptive connection names like "Zendesk Production" or "Salesforce Sandbox" to distinguish between environments.

Authentication Types

Different integrations support different authentication methods. Here are the common types:

Basic Authentication

Username and password. Simple but less secure. Best for internal or legacy systems.

API Key

A secret token passed in headers or query params. Common for developer APIs.

OAuth 2.0

Industry standard for secure authorization. Redirects to provider for consent. Supports refresh tokens.

Client Credentials

OAuth flow for server-to-server. Uses client ID and secret without user interaction.

Security Note: Store credentials securely. The platform encrypts all connection credentials at rest. Never share API keys in plaintext or commit them to version control.

Using Integrations in PopFlow

Use integrations to connect different data sources and APIs that your organization uses. Integrations allow you to call external applications and APIs as part of a workflow.

Secure Storage: All of your authentication information is stored in a vault—a secure, encrypted storage system that protects your credentials.

Network Request Activity

The Network Request activity is the primary way to call external APIs in PopFlow. It supports two modes:

Integrations Mode

Connect to pre-configured integrations from the Integrations screen:

  1. Drag "Network Request" onto your workflow
  2. Select Integrations as the request mode
  3. Choose the integration you configured (e.g., Zendesk, Salesforce)
  4. Browse available API resources and select the endpoint you need
  5. Configure path parameters, request body, and headers as needed
  6. Save the response to a variable for use in subsequent activities

Client Mode

Make direct HTTP calls to any REST API:

  1. Drag "Network Request" onto your workflow
  2. Select Client as the request mode
  3. Configure the URL, method, headers, and body
  4. Use expressions like ${variable} to insert dynamic values
  5. Map the response to variables for use in subsequent activities
Tip: Use Integrations Mode when possible—it automatically handles authentication and provides a curated list of API endpoints.

SOAP Services

For SOAP web services, use the Soap activity instead of Network Request.

Troubleshooting

Connection test fails

Verify your credentials are correct. For OAuth, try re-authorizing. Check that the API endpoint is reachable from your network.

Integration doesn't appear in PopFlow

Ensure the connection is active (not disabled). Some activities require specific connection types—verify you created the right connector.

OAuth token expired

The platform automatically refreshes OAuth tokens. If issues persist, delete the connection and re-authorize.

Rate limiting errors

External APIs may limit request rates. Add delays in your workflow or batch operations to avoid hitting limits.

Custom API returns errors

Check the response in PopFlow's debug panel. Verify headers, authentication, and request body format match the API documentation.

I don't see the connector I need

Use the Network Request activity in Client Mode to integrate with any REST API. For SOAP services, the Soap activity is available. Contact support if you need a dedicated connector.