
Integration Fundamentals
AI Builder supports various integration approaches:
- API Integrations: Connect to external services via REST, GraphQL, or other API protocols
- Database Connections: Access and manipulate data in various database systems
- Webhook Mechanisms: Receive and send event notifications to external systems
- File System Operations: Read, write, and process files in various formats
- Authentication Systems: Connect with identity providers and SSO solutions
- Marketplace Apps: Pre-built integrations installed from the app marketplace
API Integrations
1
HTTP Connections
Connect to external APIs using HTTP requests.HTTP integration supports:
- Methods: GET, POST, PUT, DELETE, PATCH
- Headers: Custom headers for authentication and metadata
- Query Parameters: URL parameters for request configuration
- Request Bodies: JSON, XML, form data, and other formats
- Response Handling: Processing various response formats and status codes
2
Authentication Setup
Configure secure authentication for API access.Authentication methods include:
- API Keys: Simple key-based authentication
- OAuth 2.0: Token-based authentication flow
- Basic Auth: Username/password authentication
- JWT: JSON Web Token authentication
- Custom Schemes: Specialized authentication mechanisms
3
Data Transformation
Process data between your application and external APIs.
Transformation capabilities include:
- Format Conversion: Between JSON, XML, CSV, and other formats
- Field Mapping: Align field names and structures
- Data Filtering: Include only relevant information
- Aggregation: Combine data from multiple sources
- Normalization: Standardize data formats and values
4
Error Handling
Implement robust error management strategies.
Error handling approaches:
- Status Code Handling: Respond to different HTTP status codes
- Retry Logic: Attempt failed requests again
- Fallback Strategies: Alternative approaches when integrations fail
- Error Logging: Record detailed error information
- User Feedback: Provide appropriate information to users
Database Integrations
Connect to various database systems to work with structured data:Connect to SQL databases such as:
- MySQL
- PostgreSQL
- SQL Server
- Oracle
- SQLite
Webhook Integrations
Implement event-driven integrations with external systems:Inbound Webhooks
Inbound Webhooks
Receive events and notifications from external systems:
- Endpoint Creation: Generate unique webhook URLs
- Authentication: Verify webhook sources
- Payload Processing: Parse and validate incoming data
- Event Routing: Direct webhooks to appropriate handlers
- Response Generation: Acknowledge receipt with appropriate responses
Outbound Webhooks
Outbound Webhooks
Send events and notifications to external systems:
- Destination Configuration: Configure target URLs
- Payload Formatting: Structure event data appropriately
- Authentication: Add necessary authentication
- Delivery Confirmation: Verify successful delivery
- Retry Management: Handle delivery failures
Webhook Security
Webhook Security
Implement secure webhook patterns:
- Signature Verification: Validate webhook authenticity
- Payload Encryption: Protect sensitive data
- Rate Limiting: Prevent abuse
- IP Restrictions: Limit webhook sources
- Payload Validation: Ensure data meets expectations
Authentication & Authorization
Secure your integrations with robust authentication and authorization:Authenticate with external services:
- API Keys: Simple key-based authentication
- OAuth 2.0: Token-based authentication with various flows
- Authorization Code
- Client Credentials
- Resource Owner Password
- Implicit Flow
- Bearer Tokens: Token-based authentication
- Basic Authentication: Username/password encoded in headers
- Custom Authentication: Specialized methods for specific services
File System Integrations
Work with files in various storage systems:Local File System
Local File System
Access files within the workspace environment:
- File Reading: Load file contents
- File Writing: Create or update files
- Directory Operations: List, create, delete directories
- File Properties: Get metadata about files
- Path Management: Work with file paths
Cloud Storage
Cloud Storage
Connect to cloud-based storage services:
- AWS S3: Amazon Simple Storage Service
- Azure Blob Storage: Microsoft’s object storage
- Google Cloud Storage: Google’s object storage
- Dropbox: File hosting service
- OneDrive/SharePoint: Microsoft’s document storage
Document Processing
Document Processing
Process various document formats:
- PDF: Parse and extract PDF content
- Office Documents: Work with Word, Excel, PowerPoint
- CSV/TSV: Process structured data files
- JSON/XML: Parse and generate structured formats
- Images: Process image files with OCR
Marketplace Integration Apps
Accelerate integration with pre-built marketplace apps:
1
Browsing Available Apps
Explore the integration apps in the marketplace.The marketplace provides:
- Categorized integration listings
- Detailed descriptions and capabilities
- User ratings and reviews
- Documentation and examples
- Version history and updates
2
Installing Integration Apps
Add integrations to your workspace.The installation process:
- Select the desired app from the marketplace
- Review permissions and capabilities
- Approve the installation
- Configure app-specific settings
- Set up authentication if required
3
Configuring Integration Apps
Set up the integration for your specific needs.
Configuration typically includes:
- Connection settings (endpoints, hosts)
- Authentication credentials
- Default behavior options
- Logging and monitoring preferences
- Feature toggles and limitations
4
Using Integration Components
Leverage the integrated functionality in your workspace.
Integration apps provide:
- Custom blocks for UI integration
- Automation instructions for backend integration
- Events for integration state changes
- Documentation on usage patterns
- Examples for common scenarios
Popular Integration Categories
Productivity & Collaboration
Connect with common workplace tools:
- Microsoft 365 (Outlook, Teams, SharePoint)Google Workspace (Gmail, Drive, Calendar)SlackZoomTrello, Asana, Monday.com
CRM & Sales
Integrate with customer relationship platforms:
- SalesforceHubSpotDynamics 365ZendeskPipedrive
Data & Analytics
Connect to data platforms and analytics tools:
- SnowflakeDatabricksPower BITableauLooker
Enterprise Systems
Integrate with core business systems:
- SAPOracle ERPServiceNowWorkdayNetSuite
Developer Tools
Connect with development and DevOps platforms:
- GitHubGitLabJiraAzure DevOpsBitbucket
AI & Machine Learning
Integrate with AI and ML services:
- OpenAIAzure Cognitive ServicesGoogle Vertex AIHugging FaceAWS AI Services
Creating Custom Integrations
For specialized requirements, develop your own integrations:Create integrations using existing automation capabilities:
- Combine HTTP requests with data transformations
- Set up authentication flows
- Implement error handling and retries
- Create event-based integration patterns
- Build data synchronization processes
Integration Best Practices
Security First
Prioritize security in all integrations:
- Use secure authentication methodsStore credentials in workspace secretsImplement the principle of least privilegeValidate and sanitize all inputsEncrypt sensitive data in transit and at rest
Error Resilience
Build robust error handling:
- Implement appropriate retry strategiesCreate circuit breakers for failing servicesLog detailed error informationProvide meaningful error messagesHave fallback options for critical paths
Performance Optimization
Ensure efficient integration operations:
- Use connection pooling for databasesImplement caching where appropriateProcess large datasets in batchesUse asynchronous operations when possibleMonitor and optimize slow integrations
Monitoring & Logging
Maintain visibility into integration health:
- Log key integration eventsTrack performance metricsSet up alerts for integration failuresMonitor usage patterns and quotasImplement audit trails for sensitive operations
Versioning Strategy
Manage integration changes safely:
- Plan for API version changesTest integrations before upgradingMaintain backward compatibilityDocument integration requirementsImplement graceful degradation
Data Governance
Respect data policies and regulations:
- Understand data residency requirementsImplement data minimization principlesFollow retention policiesHandle PII according to regulationsDocument data flows for compliance
Integration Troubleshooting
Authentication Issues
Authentication Issues
Common authentication problems and solutions:
- Invalid Credentials: Verify API keys, tokens, and usernames/passwords
- Expired Tokens: Implement token refresh logic
- Missing Scopes: Ensure OAuth scopes include required permissions
- Certificate Issues: Check SSL/TLS certificate validity
- Clock Skew: Synchronize system times for timestamp-based auth
- Check logs for specific authentication errors
- Verify credentials in workspace secrets
- Test authentication in a standalone tool (e.g., Postman)
- Review token lifecycle and expiration
- Check for recent API or authentication changes
Connection Problems
Connection Problems
Resolving connection issues:
- Timeouts: Adjust timeout settings or optimize performance
- Network Errors: Verify network connectivity and DNS resolution
- Firewall Blocks: Check if firewalls are blocking connections
- Rate Limiting: Implement backoff strategies for rate limits
- Service Unavailability: Monitor external service status
- Check network connectivity from your environment
- Verify endpoint URLs and port numbers
- Test with simpler requests to isolate issues
- Implement proper connection handling with retries
- Use monitoring tools to track connection patterns
Data Format Issues
Data Format Issues
Solving data formatting problems:
- Schema Mismatches: Align data structures between systems
- Encoding Issues: Ensure proper character encoding (UTF-8)
- Type Conversions: Handle data type differences appropriately
- Missing Fields: Add required fields or provide defaults
- Format Validation: Validate data meets receiving system requirements
- Log actual data being sent and received
- Compare with API documentation requirements
- Implement data validation before sending
- Use transformation steps to correct format issues
- Test with sample data that is known to work
Performance Issues
Performance Issues
Addressing integration performance problems:
- Slow Responses: Optimize request patterns or implement caching
- High Latency: Look for network issues or service problems
- Resource Constraints: Check for memory or CPU limitations
- Concurrency Issues: Adjust parallel processing settings
- Bottlenecks: Identify and optimize slowest components
- Measure performance at different steps
- Identify patterns (time of day, data size, etc.)
- Implement caching for frequently accessed data
- Optimize data transfer size and frequency
- Consider asynchronous processing for long-running operations
Webhook Debugging
Webhook Debugging
Troubleshooting webhook integration issues:
- Delivery Failures: Check endpoint availability and response codes
- Signature Validation: Verify HMAC signatures match
- Payload Processing: Ensure webhook data is properly parsed
- Event Triggers: Confirm events are triggering webhook calls
- Rate Issues: Handle high-volume webhook scenarios
- Enable webhook logging on both sides
- Verify webhook URLs are correct and accessible
- Check authentication and signature validation
- Test with simplified payloads
- Monitor webhook delivery attempts and failures
Using the Activity Log
Using the Activity Log
Leveraging the Activity log for integration diagnostics:
- Event Filtering: Focus on relevant integration events
- Payload Inspection: View actual data sent and received
- Error Analysis: Identify specific error conditions
- Timeline Correlation: Connect related events
- Pattern Recognition: Identify recurring issues
- Filter Activity log to relevant time period and event types
- Examine event sequences leading to failures
- Look for patterns in successful vs. failed interactions
- Analyze error details and contextual information
- Use real-time monitoring for immediate issue detection
AI Knowledge Webhook Integration
Implementing advanced integrations with AI Knowledge requires AI Builder and subscription to specific webhook events. This advanced functionality enables custom RAG pipelines and sophisticated AI agent behaviors.
Subscribe to document events to enhance the knowledge base:
- documents_created: Triggered when new documents are added
- documents_updated: Triggered when documents are modified
- documents_deleted: Triggered when documents are removed
- Custom document processing pipelines
- Content enrichment with additional metadata
- Advanced document validation
- Integration with document management systems