Adding Your First Integration

When an action is run, a connection can automatically be made to an application, so that data can be pulled from and pushed to it.

Adding a New Action#

For each step in your runbook, click +Add action and select the application with which you'd like data to interact, as shown below.

Configuring Integrations#

When you have selected an application, go to Settings > Integrations to configure the integration between the application and Transposit.

For example, if you select "Create a Zoom meeting" in the dialog above, as shown below...

...make sure to go to Settings > Integrations to configure the authorization settings needed by Transposit to interact with Zoom in the actions where you will be interacting with Zoom, as shown below.

Note:

  • The authorization set as Team Authorization is used by actions run by any member of the team, unless the action is configured to use User Authentication instead.
  • When an action is run via a trigger, no user is associated with it, and therefore the action will fail if it requires User Authorization.
  • Do not add actions that require User Authorization in the start step of your runbook because that part of the runbook will always be run automatically and never explicitly by the user who has authorization for the action.