---
title: "Scheduling an Integration"
slug: "scheduling-an-integration"
updated: 2026-08-07T10:38:55Z
published: 2026-08-07T10:38:55Z
canonical: "support.whatfix.com/scheduling-an-integration"
stale: true
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.whatfix.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Scheduling an Integration

Once you have integrated an application with Whatfix (for example, [Confluence Integration](/hub/docs/confluence-integration)), you can schedule it to run automatically at a specific interval of time so that any data changes that you have to post the integration are also factored in.

#### Benefits of scheduling an Integration

- Reduces manual intervention.
- Increases transparency on data movement.

#### Schedule an Integration

Use the following steps to schedule an integration,

1. On the Whatfix Guidance dashboard, click **Settings**. ![ia_left_nav_settings](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ia_left_nav_settings.png?sv=2026-02-06&spr=https&st=2026-11-12T10%3A28%3A04Z&se=2026-11-12T11%3A28%3A04Z&sr=c&sp=r&sig=7vQK7GeXqlyMw2ssZEq5GPpouDmb5CoLzM7nX8lMG6U%3D)
2. Click **App integrations**. ![ia_left%20nav_app%20integrations](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ia_left%20nav_app%20integrations.png?sv=2026-02-06&spr=https&st=2026-11-12T10%3A28%3A04Z&se=2026-11-12T11%3A28%3A04Z&sr=c&sp=r&sig=7vQK7GeXqlyMw2ssZEq5GPpouDmb5CoLzM7nX8lMG6U%3D)

1. On the **All Integrations** page, go to the Integration you want to schedule and make sure the Integration is in an **Active** state. ![RB_dashboard_int_active_toggle](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/RB_dashboard_int_active_toggle.png?sv=2026-02-06&spr=https&st=2026-11-12T10%3A28%3A04Z&se=2026-11-12T11%3A28%3A04Z&sr=c&sp=r&sig=7vQK7GeXqlyMw2ssZEq5GPpouDmb5CoLzM7nX8lMG6U%3D)
2. Click **Schedule Run**. ![schedule_run](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/schedule_run.png?sv=2026-02-06&spr=https&st=2026-11-12T10%3A28%3A04Z&se=2026-11-12T11%3A28%3A04Z&sr=c&sp=r&sig=7vQK7GeXqlyMw2ssZEq5GPpouDmb5CoLzM7nX8lMG6U%3D)
3. The following are the options that you can configure,
  - **Start On** - Set the start date and time period.
  - **Time zone** - Specify the time zone from the dropdown for the specified dates to follow.
  - **Repeat** - Configure the frequency of the Integration run during the selected time period.
  - **Ends** -
    1. Select the **Never** option if you want the Integration to run forever. (or)
    2. Select the **On** option and then specify the end date and time period. ![RB_dashboard_int_popup](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/RB_dashboard_int_popup.png?sv=2026-02-06&spr=https&st=2026-11-12T10%3A28%3A04Z&se=2026-11-12T11%3A28%3A04Z&sr=c&sp=r&sig=7vQK7GeXqlyMw2ssZEq5GPpouDmb5CoLzM7nX8lMG6U%3D)
4. Click **Save**.

> [!NOTE]
> **Info**
> 
> - Only Integrations in an active state can be scheduled.
> - A webhook based integration (for example, [SurveyMonkey Integration](/desktop/docs/surveymonkey-integration) cannot be scheduled.

The following are a few use cases:

**Push a Flow as slideshow/article to Confluence and Zendesk - Monthly**

In the Schedule integration run pop-up,

1. Set the start date and time period.
2. In the **Repeat** section, select **Once a month**. ![RB_dashboard_int_monthly](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/RB_dashboard_int_monthly.png?sv=2026-02-06&spr=https&st=2026-11-12T10%3A28%3A04Z&se=2026-11-12T11%3A28%3A04Z&sr=c&sp=r&sig=7vQK7GeXqlyMw2ssZEq5GPpouDmb5CoLzM7nX8lMG6U%3D)
3. Set the end date and then click **Save**.

**Push Whatfix analytics data to a BI tool - Weekly**

In the Schedule integration run pop-up,

1. Set the start date and time period.
2. In the **Repeat** section, select **Once a week**. ![RB_dashboard_int_once_a_week](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/RB_dashboard_int_once_a_week.png?sv=2026-02-06&spr=https&st=2026-11-12T10%3A28%3A04Z&se=2026-11-12T11%3A28%3A04Z&sr=c&sp=r&sig=7vQK7GeXqlyMw2ssZEq5GPpouDmb5CoLzM7nX8lMG6U%3D)
3. Set the end date and then click **Save**.

**Pull Role information from Salesforce and Successfactor - Weekly**

In the Schedule integration run pop-up,

1. Set the start date and time period.
2. In the **Repeat** section, select **Once a week**. ![RB_dashboard_int_once_a_week](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/RB_dashboard_int_once_a_week.png?sv=2026-02-06&spr=https&st=2026-11-12T10%3A28%3A04Z&se=2026-11-12T11%3A28%3A04Z&sr=c&sp=r&sig=7vQK7GeXqlyMw2ssZEq5GPpouDmb5CoLzM7nX8lMG6U%3D)
3. In the Ends section, select the **Never** option and then click **Save**.