How to integrate your Application in Pabbly Connect? (Introduction and Pre-requisites)

Pabbly Connect is a automation platform designed to simplify the creation of workflows by linking multiple applications. This guide provides developers with detailed instructions on how to seamlessly integrate their applications to leverage Pabbly Connect's capabilities for enhanced functionality in marketing, e-commerce, CRM, and more.

Who can build an integration?​

Developers are invited to buil their integrations within Pabbly Connect. This guide delineates the procedure for incorporating both the integration and API endpoints of any application, tailored for developers who meet the following criteria:

• Must have a Pabbly Connect account.
• May or may not be a teammate/owner of an application.
• Must understand the logical flow of the integration.
• Must have expertise in understanding the REST API, Executing the API in Postman, Insomnia, Request bin or similar tools.
• Must strictly adhere to Pabbly Connect Integration Best Practices.

Integration Process​

• Account Access: Sign in to your Pabbly Connect account at Pabbly Account Login. If you are new to Pabbly Connect, create an account at Pabbly Account Signup.
• Begin Integration: Once logged in, commence your application integration by accessing Pabbly Connect Developer portal

Integration paths are determined by user requirements and can be categorized into two primary types:

• Triggers: Set up to export data from your platform to an external destination, necessitating the implementation of Webhooks.
• Actions: Designed to import data into your platform from external sources, requiring REST API to facilitate data entry.

Learn more about the basics of the integration process in Pabbly Connect from here.

Watch this video for getting started with the Pabbly Connect Developer portal -

1. Configuring Your Application's Details and Authentication Method
   This initial step involves entering essential details about your application, such as the Application Name, a Concise Description, the Application Logo, and the chosen Authentication Method. These foundational elements are crucial for identifying and securing your application within Pabbly Connect.
   
   
2. Configuring Triggers for Your Application
   Triggers enable your application to send data to another platform, like Pabbly Connect, in response to specific events. To facilitate this, your application must be equipped with a webhook mechanism. For instance, if a new subscriber joins an email list on your platform, a webhook can be triggered to send the subscriber's details to the designated external software platform immediately.
   
   
3. Configuring Actions for Your Application
   Actions are contingent upon the capabilities of your application. If your application is designed to import data from external services, such as CRM tools, email marketing platforms, or task management systems, you can set up actions accordingly. The creation of triggers is optional and should only be implemented if necessary for the action to function.
   
   
4. Configuring Inbuilt Actions for Your Application
   The configuration of inbuilt actions is dependent on your application’s workflow. For example, if your application's interface requires displaying certain data within a dropdown menu during an action or trigger configuration—such as selecting a Subscriber List ID—then the 'List Subscriber' would be designated as the inbuilt action for that particular dropdown menu.
   
   Additionally, you have the option to develop an 'App Auth Validator' as an inbuilt action to ascertain the validity of connections.