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    Scheduling an Integration
    • 17 Nov 2023
    • 1 Minute To Read
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    Contents

    Scheduling an Integration

    • Updated On 17 Nov 2023
    • 1 Minute To Read
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    Article Summary

    Once you have integrated an application with Whatfix (for example, 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 dashboard, click Integrations.
      CLM_Dashboard_integrations

    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

    2. Click Schedule Run.
      RB_dashboard_int_schedule_run

    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

    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/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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