Many of our customers find integrations complex and intimidating. But with Copyl, we aim to make connecting systems both simple and secure. Here’s a step-by-step guide to help you build a clear and scalable integration architecture — without being a developer.
The first step in any integration project is to identify which systems or services you want to connect. This could be an internal API, a database, a third-party service, or any tool your business uses.
In Copyl, each of these is represented as an IntegrationApp, where you define:
Tip: You can use the Swagger import to automatically create Actions and Triggers from an OpenAPI specification.
Once you’ve defined your IntegrationApps, the next step is to securely store any authentication details or API keys. In Copyl, we use Secrets to safely and encrypted store credentials for each service. This ensures your integrations are both functional and secure.
If you want Copyl to react automatically when something changes (or doesn’t change) in a system over time, set up a Data Watcher.
A Data Watcher connects to a specific Action in an IntegrationApp. It:
This is useful for detecting new data (e.g., a new support ticket) or tracking inactivity (e.g., no updates in 48 hours).
Once your services are defined and your triggers or watchers are in place, it’s time to build actual integrations between them.
In Copyl, an Integration is a workflow made up of one or more Integration Steps. Each step: