Integration Configurations
Deploy and manage integration instances assigned to specific environments.
Key Features
| Feature | Description |
|---|---|
| Environment scoping | Each configuration is tied to an environment (Development, Staging, Production). Use the environment selector to switch views. |
| Integration filtering | Filter configurations by integration using the left sidebar. |
| Tag filtering | Filter configurations by tag for quick access. |
| Unified API filtering | When enabled, filter by Unified API category (Accounting, Commerce, CRM). |
| Enable/Disable toggle | Activate or deactivate a configuration without deleting it. |
| Version selection | Choose which published version of an integration to deploy. |
Configuration Details
Each configuration in the list displays:
- Integration name -- the name and icon of the underlying integration.
- Workflow count -- number of workflows included in this configuration.
- Version -- the published integration version deployed by this configuration.
- Tags -- assigned tags for organization and filtering.
- Enabled/Disabled status -- whether the configuration is currently active.
- Execution count -- how many times workflows in this configuration have been executed.
How to Use
Creating a Configuration
- Click the New Instance Configuration button in the top-right corner.
- Select the integration you want to deploy.
- Choose the published version to use.
- Configure connection credentials and workflow-specific settings.
- Assign tags if desired.
- Click Save to create the configuration.
Managing Configurations
- Enable/Disable -- toggle a configuration on or off to control whether its workflows execute.
- Edit -- update the version, connections, or workflow settings.
- Delete -- remove the configuration entirely.
Filtering Configurations
Use the left sidebar to narrow the list:
- Integrations -- select a specific integration to show only its configurations, or choose "All Integrations" to see everything.
- Tags -- click a tag to filter by that tag.
- Unified API -- filter by Accounting, Commerce, or CRM category.
Environment Selection
Configurations are scoped to environments. Use the environment selector in the header to switch between Development, Staging, and Production. Each environment maintains its own set of configurations independently.
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