A Template is the initial point of your whole integration creation process. It is a workflow that describes how your app connects to other apps. A user can then use a Template and set up an integration. For a task manager app, a Template could be “Send a Slack message when a task is created”; a user can set up multiple integrations against this Template for different Slack channels or for different task types etc.
When you visit the Templates tab in your dashboard, you can view all existing templates in your app. The templates page looks like as shown below.
A few template features are highlighted and explained below.
- One-way, Two-way Sync: The Templates you create can be one-way or two-way sync. The data in a one-way sync template is shared in one direction only, whereas in a two-way sync template the data is shared in both directions between both apps. The arrows in the bottom left corner of each template indicate whether the template is one-way or two-way sync. The template shown above is one-way sync.
- Enabling/Disabling Templates: You can able or disable each template according to your requirement. The toggle button at the right bottom corner displays the status of the template. Sometimes, you might want that your users do not create integrations against a specific template so you can disable the template temporarily.
If you have multiple apps you can select the app you want to work on from the drop-down menu in the top right corner of the dashboard. This dropdown lists all of your apps. You only see templates from the app selected in this menu. When you create a new template, it is also created in this app. This app selection persists between Templates and Bundles tabs.
Templates consist of two or more steps in a particular sequence. These steps could be one of these types:
Trigger: A trigger is an event which starts from your app and can then send data to other apps. Each template must have exactly one Trigger and it must be the first step. For example: if your app is a task management app then a trigger can be Task Created. We can then add another step like Push Message to Slack Channel or Create Google Calendar Event; both these steps will be triggered after the Task Created trigger. If you don’t have an API created in your app yet, we’ve written this guide to help you create a basic push API.
Action: An action is a step we can execute on your app. For example: in a task manager, an action can be to Create Task or Update Task. An action cannot be the first step of an integration, and it is started by Integry on your platform. For example, an integration could be to Create Tasks (an action on your app) from Slack Messages (trigger).
A template will always have one trigger and it can have one or more actions. You should combine a trigger or action of your app with steps of other apps in a template to build a meaningful workflow integration.
Other than Actions and Triggers, you can introduce IF conditions in your templates. With conditions, you can create multiple integration flows. To learn more about IF conditions and how to add them to your template, click here.
Saving a Template
Save a template as a draft or publish it right away. When you save the template as a draft, your users cannot view it. However, your test users can view the draft template and test it. If the template consists of an unpublished activity it cannot be published.
At the end of the Templates page, you can view three buttons at the bottom of the page as shown above.
Cancels: Cancels the creation of the template
Continue: Creates the template and saves it as a draft
Publish: Publishes a draft template. This button appears on the Templates page when you visit a draft template. For the first time, the Publish button only appears on the Bundles page.
Once the template is tested and published, you'll have limited template modification ability. Learn more.
Create test users under the Account Settings tab in your dashboard. How are test users created?
Need help creating your template? Click here.