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Scheduling an Integration
  • 23 Aug 2024
  • 1 Minute To Read
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Contents

Scheduling an Integration

  • Updated On 23 Aug 2024
  • 1 Minute To Read
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Article summary

Once you have integrated an application with Whatfix (for example, Confluence Integration), schedule it to run automatically at a specific interval of time so that any data changes that you have after 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

  2. Click App integrations.
    ia_left%20nav_app%20integrations

  1. In the My Integrations page, go to the Integration you want to schedule, and then enable the toggle.
    RB_dashboard_int_active_toggle

  2. Click Schedule Run.
    RB_dashboard_int_schedule_run

  3. Configure the following options:

    • 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

  4. Click Save.

Info
  • Only Integrations in an active state can be scheduled.
  • A webhook based integration (for example, SurveyMonkey Integration cannot be scheduled.

The following are a few use cases:

Push a Flow as slideshow or 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

  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

  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
  3. In the Ends section, select the Never option and then click Save.

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