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Integration Links

Updated May 24, 2022

You can create custom integration links to other apps using variables (a piece of information from a workflow or a workflow run that’s automatically pushed into another location).

This lets you use the information from a workflow or workflow run in custom searches, such as email look-ups and Google searches.

Users: In order to create or edit workflows you must be an Administrator or a Full Member who has been given ‘edit’ access by your Administrator.

What are integration links?

Integration links are web addresses that you’ve changed to use a variable from a workflow.

For example, a google search for “star” has the web address:

https://google.com/?q=star

However, you can change the URL to use a variable, such as “Workflow name” {{workflow.name}}, to search using whatever data that variable is.

For example, if {{workflow.name}} is “client onboarding”, then our google link would become a search for “client onboarding”.

https://google.com/?q={{workflow.name}}

How to use integration links

To create and/or use an integration link, you first need to be editing a workflow.

To do this, locate the workflow in your Library and click the three dots next to its name, or click its name to open the right-hand menu.

Click “Edit” and then select the task you want to put the link into and add a text widget by dragging it into the center of your screen. You’re now ready to create and insert your integration link.

Find the link you want to put a variable into. This can be almost any web address that contains changeable information, for example Google, LinkedIn, Facebook, Twitter, or Salesforce. All of these sites can all be searched using a variable, which could be a client’s name, their email address, or any phrase that you want to search for.

An easy way to find these links is to perform a search on the website you’re interested in, then copy the URL at the top of your browser.

integration links - copy google search url

Paste the link into your text field as plain text, then highlight the section of the URL you want to replace with the variable.

Note: Which section of the URL you will need to replace, will depend on the website you’re searching. For example, with a Google search, you can replace everything after the q= as shown below.

Now you want to select a variable to factor in. Do this by clicking on the magic wand (variable) icon in the top right of the text widget in your workflow.

Now select the variable you want to use (remember that this will be what your custom integration link will search for on your chosen website). We’ll use {{workflow.name}} to make things easy.

Finally, you can use this to create a hyperlink in your text field. Select the text you would like to add your link to, then click the link icon in the text widget menu. Paste your link into the URL field and click OK to finish, as shown above.

Integration link examples

To make things a little easier, we’ve collected five example integration links you can use.

Process Street

You can use run links in Process Street to trigger a new workflow run. These links can be customized to include specific variables, much like integration links.

For example, you could push the name of a workflow into a new workflow run by including the {{workflow.name}} variable as follows:

https://app.process.st/workflows/pp2hNnOT30l1zvCWOxFNkA/create/run?run_name={{workflow.name}}

Google search

To search Google with a variable, all you need to do is paste your variable after “https://google.com/?q=”

So, if you wanted to search google for a workflow’s name, the final result would be:

https://google.com/?q={{workflow.name}}

Ahrefs

Another example would be looking up a domain with Ahrefs. For this, you would need to paste your variable after “https://ahrefs.com/site-explorer/overview/v2/subdomains/fresh?target=”.

So, if you wanted to perform a lookup on a client’s domain (which was captured using a form field), the link would become:

https://ahrefs.com/site-explorer/overview/v2/subdomains/fresh?target={{form.Client_Domain}}

Zapier

Integration links can be used to start a Zap with Zapier‘s webhooks – this means that you can link together almost any app you can think of!

For example, the following link could be used to start a Zap which sends a contract to a client, but also automatically fills in their email address and name:

https://hooks.zapier.com/hooks/catch/677553/hyv3s0/?client_email={{form.Client_Email}}&client_name={{form.Client_Name}}

Twitter

Variables can be used to set up premade tweets too. For example, you can send a tweet that @mentions a user and says “Glad we could connect!”.

If you had a variable for “Client Twitter Tag”, the integration link would look like the following:

https://twitter.com/intent/tweet?text={{form.Client_Twitter_Tag}}%20Glad%20we%20could%20connect!

LinkedIn

The last example we’ll give is a link to look up a user in LinkedIn using their name.

Again, for this you would probably use a form field called “Client Name” to capture the user’s name. If so, your integration link would look like this:

https://www.linkedin.com/vsearch/p?keywords={{form.Client_Name}}

And there you have it – your link will now update to search for whatever your merge tag becomes. For example, if you set the merge tag as a “Client Email” form field, your search term will always match whatever that form field contains.


 

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