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Transform raw content into searchable knowledge through AI-powered indexing and vector embeddings

Overview  The complete knowledge management process for an AI Agent consists of 3 layers: AI Agent Response Generation Workflow : Knowledge Indexing Document processing Embedding generation Vector storage Query Processing & Retrieval - Query Rephrasing Chunk Retrieval Ranking/Reordering Response Generation Answer formation Response delivery The Indexing process represents the first layer of the knowledge management process, positioned before query processing and final response generation. Why is Indexing required? Indexing is the foundational step when connecting any knowledge source with your  AI Agent. When you add a knowledge source - whether it's documents or multimedia content - the indexing process is used to transform this raw information into a format your agent can effectively understand and use to generate responses.Content from knowledge source is segmented into optimized chunks and transformed into (embeddings) that are stored into a vector database on the platform. All these steps ensure a better and cohesive response from your AI Agent. Do the users need to do it manually? No. Unify’s AI Agent setup provides an out of the box and best in class indexing setup which automatically processes any new knowledge source which is added. However, users have the option of defining their own custom indexing settings as per the process defined below. How Indexing Works? Let's walk through what happens when you add a document to your AI Agent's knowledge base, for example, a company policy document about employee leave procedures. Step 1: Document Upload and Initial Processing When a document is added to your AI agent's knowledge base, the system first identifies its format (PDF, Word, text, etc.). This initial processing stage prepares your document for the subsequent chunking phase by analyzing its structure and organizing the content into processable segments. Step 2: Breaking Down the Content (Chunking) The system breaks down your document into smaller, manageable pieces. Each Agent comes with a Default Strategy that applies standard chunking settings across all document types, but you can create custom strategies for different content types by clicking the "New Indexing Strategy" button. This flexibility is important because different types of content require different handling: Text, Image, Audio, and Tabular Data (as shown in the tabs) each have unique characteristics: Text documents might need specific chunk sizes and splitting algorithms Images require a text extraction model. Audio modality needs transcription settings. Tabular Data can be indexed through tables to sql or by generating simple embeddings. Each chunk maintains enough context to be meaningful while being small enough for efficient processing. Step 3: Converting to Vector Format (Embedding) Each chunk is converted into a numerical format (vectors) using your selected embedding model (e.g., text-embedding-3-small): Text is transformed into a series of numbers These numbers represent the meaning and context of the text Similar content gets similar number patterns You can choose your own embedding model by selecting from the list of available models under embedding model settings.  Step 4: Storage and Organization All the vector embeddings and  processed information is stored in the vector store object within the UnifyApps platform.However we can also customize external vector databases to generate responses depending on organizational requirements. How It Works in Practice? When someone asks: "What's the process for requesting annual leave?" Query Processing Question is converted to the same vector format System searches for similar vectors in the stored data Retrieval Matches are found in the relevant chunks System pulls the appropriate section about annual leave Response Generation AI uses the retrieved chunks to formulate an accurate response Returns the specific policy details about requesting leave Refined and well structured indexing settings can help in ensuring  Faster response times More accurate answers Better understanding of context Configuring Indexing Settings To configure the Indexing process in UnifyApps AI Agents, follow these easy steps: Select an Embedding Model to convert organized data into vector points for fast retrieval. This will enable efficient matching against user queries. For Indexing Strategies, Set the maximum number of characters allowed in each chunk of text to optimize retrieval in the “Max Chunk Size” field. Then, Choose the “Chunking Algorithm” for how the content will be split into chunks. You can also choose different algorithms for different MIME types and can customize indexing settings based on the MIME type. Optionally, you can add a delimiter to define where splits in the data should occur. You can toggle the “Use Summarizing Model” option to create concise summaries of longer text chunks. For Metadata Enrichment, Choose the “Processing Method” to process and extract metadata from your content. Then, “Select a Model” that will assist in metadata extraction. Optionally, you can add custom metadata Parameters to enrich the indexing process by clicking on the “Add Parameter” button. Define a “Vector Store” for storing the data that will be indexed. This storage helps quickly find and retrieve relevant data points. These steps allow you to organize and structure data efficiently for faster lookup and retrieval in UnifyApps AI Agents. The next step is preparing and optimizing user queries through rephrasing, chunk retrieval, and augmentation for effective processing, which are set up through pre processing settings.

Integrate your application with JobNimbus to manage leads, track jobs, and streamline your workflow processes efficiently

JobNimbus is a CRM and project management software designed for contractors, helping streamline scheduling, estimates, invoicing, and job tracking. It offers automation, integrations, and mobile access to improve efficiency and organization. Integrating your application with JobNimbus allows you to manage leads, track jobs, and streamline your workflow processes efficiently.  Authentication Before you begin, make sure you have the following information: Connection Name: Select a descriptive name for your connection, like "MyAppJobNimbusIntegration". This helps in easily identifying the connection within your application or integration settings. Authentication Type: JobNimbus supports Bearer Token authentication. This method ensures secure access to JobNimbus's functionalities and data. Bearer Token Based Authentication Log into your JobNimbus account and navigate to the Settings section from the menu. In the "API" tab, you will find your API Key. If an API Key is not generated yet, click on New API Key to create one. Copy the API Key and keep it secure, as it grants access to your JobNimbus account. Actions Actions Description Contact Created or Updated Triggers when a new contact is created or updated in JobNimbus Contact Deleted Triggers when a new contact is deleted in JobNimbus Job Created or Updated Triggers when a new job is created or updated in JobNimbus Job Deleted Triggers when a new job is deleted in JobNimbus Triggers Triggers Description Create Attachment Creates a new attachment in JobNimbus Create Contact Creates a new contact with a display name in JobNimbus Create Job Creates a new job in JobNimbus Find Contact by ID Searches for a JobNimbus contact by ID in JobNimbus Update Contact Updates an existing contact in JobNimbus

Integrate your app with IMAP to enable seamless email synchronization, real-time access, and enhanced communication workflows.

The IMAP connector seamlessly integrates with email servers, enabling efficient mailbox access. It provides robust capabilities for managing, retrieving, and organising emails securely. Integrate your IMAP server with UnifyApps to seamlessly access your emails in workflows and process them via many other applications.  Authentication Ensure you have the following information ready for a better integration experience: Connection Name: Choose a meaningful name for your connection. This name helps you identify the connection within your application or integration settings. Host: The host domain name of your IMAP server. For example, if you are using gmails's IMAP server, the host is imap.gmail.com Port: The port at which the IMAP server is listening. By default, IMAP servers run on 143 unencrypted or 993 with SSL/TLS. Allow Multiple Clients: By default, IMAP supports only a single client since it deletes any mail fetched for the first time from the server. However, support for multiple clients can be enabled explicitly if required. Enable this flag to ensure multiple clients can access the same mail. SSL: Enable this option to use SSL (Secure Sockets Layer) for a secure connection. SSL establishes a secure, encrypted link between your client and the server. This is commonly used for email protocols and ensures your data is protected during transmission. Start-TLS: Enable this option to use STARTTLS to secure your connection. STARTTLS upgrades an existing insecure connection to a secure one using TLS (Transport Layer Security). This is often used for email protocols like SMTP, IMAP, and POP3. Trusted Mail Servers: List trusted servers in case SSL or Start-TLS is enabled. Takes a comma-separated list as input. Authentication Type: Select the type of authentication for connecting to your IMAP Server. Currently, only BASIC is supported. Basic Auth The basic authentication method uses a username and password to authenticate to the server. Username: The username is the email address associated with your IMAP server. Password: Password is the password associated with your email address. Some email domains like Gmail do not allow using your email password but require you to use an application password for authentication. Email with MFA or 2FA also requires this. Actions  Actions Description Get email Get email using IMAP List emails from a specific folder List emails from a specific folder using IMAP Move email from one folder to another Move email from one folder to another using IMAP

Effortlessly review & monitor your automation’s performance

Overview Preview of the automation enables users to effortlessly review and understand their automation setup. It provides a comprehensive overview, including the number of successful and failed runs, the type of trigger, the apps used, last updated by and recent activity. It enables users to monitor the success and failure of each step, ensuring efficient automation processing and prompt issue resolution. Key Features Run Summary: Instantly see the number of successful and failed runs. Trigger Type: Identify the type of trigger that initiates the automation. Apps Used: View the applications involved in the automation. Creation and Last Updated Dates: Know when the automation was created and last modified. Recent Activities: All the updates made to the automation are logged in the activity section. Navigation: Easily navigate through the preview to understand the automation and logic of your automation. Run Summary It provides the status of the automation whether it is running or paused. Along with this it provides the user with the number of successful and failed runs for that particular automation. Trigger Type It lets you know the type of trigger being used in the automation. Whether it is callable, scheduler, webhook, or any application(such as Amazon S3, Salesforce, etc)  Apps Used It provides the visual representation (Logos) of the applications involved in the automation. Created and Last Updated Dates Created by: It shows the user who created the automation and the date and time of creation. Last modified by: It shows the user who last modified the automation and the date and time of the last modification. Recent Activity Activity Log: Displays recent activities related to the automation, including deployments and modifications. Users will be navigated to the activity tab if you want to drill down on any specific activity.  Node level Preview If you want to understand the node-level configuration of the automation, then you can click on the specific node to view the specification of the node in the third pane view. Each node prominently displays three key components: Input: The Input section reveals the parameters and configurations specified during the automation setup.  Output: The Output section provides the data structure of the output corresponding to the action selected. Details/Connection Details: In the case of an application node, the Connection Details section outlines the following attributes: In the case of an Internal node, the detail section outlines the following attributes: The Name of the application (Internal Node) The Action selected for the application.

Integrate your app with QuickBooks to streamline accounting, automate invoicing, and manage finances effortlessly

QuickBooks is a popular accounting software designed to help businesses manage finances, including invoicing, payroll, and expense tracking. It offers automation, cloud accessibility, and integration with other tools to streamline financial operations. Integrating QuickBooks streamlines financial management by automating tasks like invoicing, expense tracking, and reporting, saving time and reducing errors. Authentication Before you begin, make sure you have the following information: Connection Name: Select a descriptive name for your connection, like "MyAppQuickBooksIntegration". This helps in easily identifying the connection within your application or integration settings. Client ID: Enter the Client ID provided by the service you are connecting to. Client Secret: Enter the Client Secret associated with your Client ID. How to obtain Client ID and Client Secret? Follow these steps to obtain them: Go to the Intuit Developer Dashboard and sign in. From the Dashboard, click 'Create an App' or select an existing app. In the app menu, select 'Keys & Credentials'. Here, you will find your Client ID and Client Secret under either Development or Production. After obtaining your Client ID and Secret, follow these steps to set the Redirect URI: Go to the 'Settings' tab in the left-hand menu. Select 'Redirect URIs'. Add your Redirect URI (e.g., the URL where OAuth 2.0 will send the authorization code) and click 'Save'. Actions Actions Description Create a Bill Creates a bill in QuickBooks. Create a Bill Payment Creates a bill payment in QuickBooks. Create a Customer Creates a customer record in QuickBooks. Create a Payment Creates a payment in QuickBooks. Create a Purchase Creates a purchase transaction in QuickBooks. Create an Employee Creates an employee record in QuickBooks. Create an Estimate Creates an estimate in QuickBooks. Create an Invoice Creates an invoice in QuickBooks. Delete a Bill Deletes a bill by its ID in QuickBooks. Delete a Bill Payment Deletes a bill payment by its ID in QuickBooks. Delete a Payment Deletes a payment by its ID in QuickBooks. Delete a Purchase Deletes a purchase by its ID in QuickBooks. Delete an Invoice Deletes an invoice by its ID in QuickBooks. Get a Customer Retrieves customer details by ID in QuickBooks. Get a Payment Retrieves payment details by ID in QuickBooks. Get a Payment as PDF Retrieves a payment as a PDF by its ID in QuickBooks. Get an Employee Retrieves an employee by its ID in QuickBooks. Get an Estimate Details Retrieves the details of an estimate by its ID in QuickBooks. Get an Invoice as PDF Retrieves an invoice as a PDF by its ID in QuickBooks. Get an Invoice Details Retrieves the details of an invoice by its ID in QuickBooks. Query a Bill Queries a bill by its ID in QuickBooks. Read a Bill Reads the details of a bill by its ID in QuickBooks. Read a Bill Payment Reads the details of a bill payment by its ID in QuickBooks. Read a Purchase Reads the details of a purchase by its ID in QuickBooks. Update a Bill Updates the details of a bill by its ID in QuickBooks. Update a Bill Payment Updates the details of a bill payment by its ID in QuickBooks. Update a Customer Updates the details of a customer by its ID in QuickBooks. Update a Payment Updates the details of a payment by its ID in QuickBooks. Update a Purchase Updates the details of a purchase by its ID in QuickBooks. Update an Employee Updates the details of an employee by its ID in QuickBooks. Update an Estimate Updates an estimate by its ID in QuickBooks. Update an Invoice Updates an invoice by its ID in QuickBooks. Triggers Triggers Description New Record Triggers when a create, update, delete, or email operation is performed on entities such as estimates, vendors, invoices, bills, and more in QuickBooks.

Connect your app with FTP/FTPS to automate secure file transfers and streamline data exchange across systems.

Integrating your application with FTP/FTPS (File Transfer Protocol / File Transfer Protocol Secure) provides a standard method for transferring files between systems. While FTP offers basic file transfer capabilities, FTPS adds an encryption layer, enhancing security. Users can upload, download, and manage files on remote servers using command-line tools and graphical interfaces.  Authentication Before you begin, make sure you have the following information: Connection Name: Choose a descriptive name for your connection. This helps you easily identify the connection within your application or integration settings, such as "MyAppFTPIntegration". Authentication Type: Select the type of authentication for connecting to your FTP/FTPS server: Basic (Username and Password) SSL/TLS Certificates (for FTPS only) Basic Authentication Set Up FTP/FTPS User: Log into your server or hosting platform. Navigate to the FTP/FTPS settings or user management area. Create a new user account specifically for FTP/FTPS access. Assign necessary permissions and specify the home directory. Obtain the FTP/FTPS credentials (username and password). Connecting with an FTP/FTPS Client: Open an FTP client like FileZilla, Cyberduck, or WinSCP. Create a new connection profile and enter the following details: Host: The FTP/FTPS server address. Port: Use 21 for FTP or FTPS (explicit) and 990 for FTPS (implicit). Username and Password: Enter the credentials obtained in the previous step. For FTPS: Ensure SSL/TLS is enabled in the connection settings to secure the transfer. Connect to the server and start transferring files. SSL/TLS Certificates (FTPS Only) For secure FTPS connections using SSL/TLS, follow these additional steps: FTPS Type: Select the type of FTPS connection: Explicit FTPS: The connection starts as unencrypted FTP and upgrades to TLS/SSL upon an explicit request from the client. Implicit FTPS: The connection is encrypted from the beginning. Certificate Verification: Verify Certificate: Choose whether to verify the server’s SSL/TLS certificate. If required, enable trustAll to accept all certificates without verification (useful for testing environments or self-signed certificates). Actions Actions Description Delete file Deletes a file from the FTP/FTPS server Delete folder Deletes a folder from the FTP/FTPS server Download file Downloads a file from the FTP/FTPS server Get file information Gets information about a file from the FTP/FTPS server List files and directories Lists files and directories from the FTP/FTPS server Rename a file Renames a file on the FTP/FTPS server Search folder Searches for files and folders in a folder on the FTP/FTPS server Upload file Uploads a file to the FTP/FTPS server

Enable users to refine, search, and sort data effortlessly across dashboards and datasets

Overview Filters help end users refine information on dashboard, stats and charts, to quickly show exactly what they need by selecting date ranges, or choosing particular categories of information across multiple data sources simultaneously. Standard Actions Following are the standard actions provided in Filter Components.  Date Filter: A date filter allows users to limit data based on specific time periods. It’s particularly useful for Dashboards which display Statistics that change over time. Features Range Selection : Users can set a start and end date to filter data within a specific period. Presets : Common time frames (e.g., "Last 7 days," "This Month," "Last Year") enable faster data exploration. You can also define a custom time range to be used as a default preset. Configuring Date filter For Analytics By UnifyApps: Set the start time, end time, previous start time and previous end time for the date fields from the ‘Date time filter’ object. For Storage By UnifyApps: Select the date fields (Created time/modified time/ any custom field) and add operators as required. For example, if you want to filter out records on the basis of created time, ‘created time’ greater than or equal to start time and  ‘created time’ less than or equal to end time. Sort: Organizes data in a specific order, allowing users to view information according to their preference. Features Ordering of Data : Data can be sorted either in ascending order or descending order of selected field. Users can also combine sorting of multiple fields in desired order to view the data. Initial Value : Users can also add a default sort to the Dataset using the initial value property. Configuring Sort Filter Set the sort property of your analytics or storage data source by selecting the sort array from the state of Filters Component. Search: The search bar allows the end user to filter out data by performing search operations using keywords or phrases.  Configuring Search Filter Select the fields you want the user to perform search operations on in your storage or analytics data source. Map the search input pill from the filters. Filter: This allows users to filter out data by performing operations on selected fields. Operators that can be applied to filterable fields: Field Type Operators String Field Contains, Equals to, Does not equal, Starts with, Ends with Boolean Field Is, Is not Number Field Less than, Less than or equal to, Greater than, Greater than or equal to, Equals to,  Does not equal Lookup Field Is, Is not Configuring Filter : Map the filter object from the input pills in your storage or analytics data source. Quick Filter Quick Filters allow users to apply pre-defined filters on their page components. You can customize quick filters using Data or Date filter types and select their value from the ‘Add Filter Value’ property. Field Filter Field Filters help users to filter out a single field and with specific operators. You can specify the field and operators to be shown for filtering. For example, you can select a string field type and only allow ‘Equals to’ operator. Setting Up Filterable Fields Using Aggregation Metadata The filter component works on the basis of aggregation metadata. This acts as a blueprint to decide the fields which are filterable, searchable or sortable. Only the fields included in the aggregation metadata will be displayed by the filter component. Stitching Filter Component with Data Sources You should include all relevant data sources on which the end user has to apply filtering, searching or sorting. When a data source is added to filters, it fetches the aggregation metadata directly when the data source is either storage or analytics. In Case The Data Source is Callable:  Create a separate data source for defining the aggregation metadata for configuring your Filter Component. Best Practices Data Source -  Your data source should ideally be storage or analytics as they can easily be filtered out. Date Filters - It is better to use Epoch timestamps. Filterable fields - Make sure you enable only those fields that are required by the users as there can be multiple fields with filters enabled by default such as ‘Created time’ and ‘Modified Time’. Labels - Always label your filter so that it appears more intuitive to users.

Integrate your app with Insided to enhance customer engagement, streamline community management, and drive self-service support.

Insided is a customer community platform that helps businesses engage users, foster discussions, and provide peer-to-peer support. It integrates with CRMs and support tools to enhance customer experience and self-service. Integrating your application with Insided (Gainsight’s Customer Communities) API enhances your community management capabilities by enabling advanced user management, content creation, and workflow automation.  Authentication Before you begin, make sure you have the following information: Connection Name: Choose a descriptive name for your connection (e.g. "MyAppInsidedIntegration") to easily identify it within your integration settings. Authentication Type: Insided API uses OAuth 2.0 for secure authentication and authorization. OAuth 2.0 Based Authentication Log in to your Control environment and navigate to Integrations  Navigate to API to create or manage your API credentials. For more details on available scopes, endpoint-specific parameters, and additional functionalities such as managing community content, users, and webhooks, please refer to the full Gainsight Customer Communities API Documentation. Actions Actions Description Search content Searches content in Insided Index content for search Indexes content for search in Insided Delete specific URLs Delete specific URLs from search in Insided Delete all content Delete all content from search in Insided

Connect your app with Facebook Ads to automate campaign management, optimize ad performance, and track marketing success.

Facebook Ads is a powerful advertising platform that enables businesses to reach targeted audiences based on demographics, interests, and behaviors. It offers a variety of ad formats to promote products, services, and brand awareness across Facebook, Instagram, and partner networks. Integrating your application with Facebook Ads streamlines campaign management, offering comprehensive tools for ad creation, performance tracking, and audience targeting, all while providing valuable insights to optimize your advertising strategy. Authentication Ensure you have the following information ready for a seamless integration process: Connection Name: Select a descriptive name for your connection, like 'MyAppFacebookAdsIntegration'. This helps easily identify the connection within your application or integration settings. Authentication Type: Facebook Ads supports token-based and OAuth authentication for server-to-server integrations. This allows admins to take actions within Facebook without user interference. OAuth Press the Authorize button. You'll be redirected to a Facebook sign-in page. If you're not already logged into Facebook, enter your Facebook account credentials. Facebook will display a permissions request screen. You'll see our app name and the specific services we request access to. Carefully review the permissions we're asking for. If you're comfortable with the permissions, click the "Allow" or "Grant Access" button. After granting access, you'll be automatically redirected back to our platform. You should see a confirmation message that your Facebook account is now connected. OAuth with Client Credentials Obtain your Facebook App's Client ID and Client Secret from the Facebook Developers Console. Enter these credentials in the designated fields in our platform: Client ID: Your Facebook application's unique identifier. Client Secret: Your application's secure authentication key. After entering valid credentials, the platform will establish a secure connection with your Facebook Ads account. You'll see a confirmation message once the connection is successfully established. Token Based Authentication Log into your Facebook Developers Console. Navigate to your App's settings. Go to the 'Tools & Support' section and select 'Graph API Explorer'. Click 'Generate Access Token'. Select the required permissions for Facebook Ads: ads_management ads_read business_management Copy the generated token. Paste the token into our platform's authentication field. The platform will validate the token and establish the connection. You'll receive a confirmation once the connection is successful. Actions Actions Description Create ad adset Creates an ad adset in Facebook Ads Create ad campaign Creates an ad campaign in Facebook Ads Delete adsets Deletes an adset in Facebook Ads Delete ad campaign Deletes an ad campaign in Facebook Ads Get Ads ID Gets ads ID in Facebook Ads Get Adset insights Gets Adset insights by ID in Facebook Ads Get Adset insights report Gets Adset insights report in Facebook Ads Get Adsets ID Gets Adsets ID in Facebook Ads Get Campaign Insights Gets campaign insights by campaign ID in Facebook Ads Get campaign ID Gets campaign ID in Facebook Ads Get campaign insights report Gets campaign insight report in Facebook Ads List Adsets Lists all ad sets related to a particular ad account in Facebook Ads List Campaigns Lists all campaigns related to a particular ad account in Facebook Ads Update  ad campaig  Updates an ad campaign in Facebook Ads

Integrate your app with Gainsight to enhance customer success, automate engagement workflows, and drive retention

Gainsight is a customer success platform that helps businesses drive retention, reduce churn, and maximize customer growth through data-driven insights and automation. It offers tools for customer health monitoring, engagement, and lifecycle management. Integrating Gainsight enhances customer retention, reduces churn, and drives growth through data-driven insights and automation.  Authentication Before you begin, make sure you have the following information: Connection Name: Choose a descriptive name for your connection (e.g. "MyAppGainsightIntegration") to easily identify it within your integration settings. Authentication Type: Gainsight API uses OAuth 2.0 for secure authentication and authorization. OAuth 2.0 Based Authentication Log in to your Control environment and navigate to Integrations  Navigate to API to create or manage your API credentials. For more details on available scopes, endpoint-specific parameters, and additional functionalities such as managing community content, users, and webhooks, please refer to the full Gainsight Customer Communities API Documentation Actions Actions Description Create company records Create a single or multiple company records in Gainsight NXT Create company team record Creates a company team record in Gainsight NXT Delete records Delete a specific record in the company object in Gainsight NXT Get team record details Retrieve the details of a team record in Gainsight NXT Search records Retrieve the details of records in Gainsight NXT Update company records Update company records in Gainsight NXT Update company team record Updates a company team record in Gainsight NXT Upsert person Upsert a single person in Gainsight NXT Upsert persons in bulk Upsert persons in bulk in Gainsight NXT

Integrate your app with Livestorm to streamline webinar hosting, automate event management, and enhance audience engagement.

Livestorm is a browser-based webinar and video conferencing platform designed for businesses to host live, on-demand, and automated events. It offers engagement tools, analytics, and integrations to enhance audience interaction and marketing efforts. Integrating Livestorm with your application enhances webinar management, audience engagement, and overall event effectiveness. Authentication Before integrating Livestorm, ensure you have the following information: Connection Name: Choose a descriptive name for your Livestorm connection to help identify it within your application or integration settings. A meaningful name, like "MyAppLivestormIntegration," helps maintain organization, especially when managing multiple integrations. Authentication Type: Livestorm provides you with only API key type of authentication. API Key Based Authentication Log in to your Livestorm account. Navigate to the "Account Settings" section in your account dashboard. Now, navigate to the "Public API" tab. Generate a new API key if one does not already exist. Copy the API key and store it securely as it provides access to your Livestorm account. Actions Actions Description Create event Creates a new event in Livestorm Create registrant Registers someone for a specific event session in Livestorm Create session Schedules a new session to the event in Livestorm Find people Find participants or team members in Livestorm Find session Finds an existing session in Livestorm Remove event Removes an event along with all its sessions in Livestorm Remove session Cancels or removes an event session from Livestorm Remove session registrant Removes a session registrant in Livestorm Update event Updates an existing event in Livestorm Update session Updates an event session in Livestorm Triggers Triggers Description Registrant attended Triggers when a registrant attended an event session that just ended (Livestorm) Registrant created Triggers when a new participant registers for an event session (Livestorm) Registrant not attended Triggers when a registrant didn't attend an event session that just ended (Livestorm) Registrant watched replay Triggers when a registrant has watched a replay of an event session (Livestorm) Session created Triggers when a session is created (Livestorm) Session ended Triggers when an event session ends (Livestorm) Session started Triggers when an event session starts (Livestorm)

Connect to Snowflake for fast, scalable cloud data warehousing and analytics

Integrating your application with Snowflake transforms your data warehousing and analytics capabilities, offering a cloud-native platform for scalable, flexible, and high-performance data processing. Connecting your application to a Snowflake account allows you to interact with Snowflake's data warehousing capabilities directly from your application. Authentication Before you begin, make sure you have the following information: Connection Name: Select a descriptive name for your Snowflake connection. This identifier will help you recognize the connection within your application or integration settings. For example, you might choose something like "MyAppSnowflakeDataWarehouse" Account Identifier: This is your unique Snowflake account locator. To find this, click on "admin" in the Snowflake interface, then click on "your accounts." Hover over the "locator" field, and you'll see the Account Identifier displayed as something like abc12345.region.snowflakecomputing.com. Client ID and Secret: Fetch the Client ID and Secret for your Snowflake account basis this documentation. Warehouse Name: It is the compute resource that executes SQL queries. To view your warehouses, go to the left sidebar and click "Admin" then click "Warehouses". Here, you'll see a list of warehouse names and their details. Database Name: It is another crucial piece of information. This is the container for your schemas and tables. To view your databases, go to the left sidebar and click "Data" then click "Databases". You'll see a list of all available databases. Schema Name: To view schemas, first select a database, then click "Schemas" within that database. You'll see a list of all schemas in the selected database. Actions Action Description Delete rows Deletes rows in a table using Snowflake Execute SQL Executes SQL in Snowflake Insert a row Inserts a row in a table in Snowflake Replicate batch rows Replicates a batch of rows to a table in Snowflake Select rows Selects rows from a table in Snowflake

Integrate your app with Cognito Forms to create custom forms, automate data collection, and streamline workflows

Cognito Forms is an intuitive online form builder that allows users to create powerful, customizable forms with advanced features like calculations, conditional logic, and payment integration. It helps streamline data collection and automate workflows efficiently. Integrating your application with Cognito Forms enables you to collect and manage form data with ease.  Authentication Before you begin, make sure you have the following information: Connection Name: Choose a descriptive name for your connection, like "MyCognitoFormsIntegration." This helps in easily identifying the connection within your application or integration settings. Authentication Type: Cognito Forms supports API Key authentication. This method ensures secure access to your form data. API Key Based Authentication Log in to your Cognito Forms account and navigate to your Account Settings page. Under the API Keys section, click "New API Key" to generate a new key. Copy the generated API Key. Treat this key with high confidentiality, as it provides access to your form data. You can manage or regenerate your API key at any time from the Account Settings page. Actions Actions Description Create entry Creates entry in Cognito Forms Delete entry by ID Deletes entry by ID in Cognito Forms Get entry by ID Gets entry by ID from Cognito Forms List forms Lists forms from Cognito Forms Set form availability by ID Sets form availability by ID from Cognito Forms Update entry Updates entry in Cognito Forms

Create interactive elements with ease using buttons

Overview Button is an interactive component that performs an action when pressed. The Button component allows users to trigger actions, navigate pages, and interact with various data sources within the application. Key Properties Once the Button component is placed on the canvas, you can configure it with following key actions: Text: Enter the label text for the button in the "Text" field. This is the text that will be displayed on the button. Interactions: Define the interactions that should occur when the button is clicked. Click the "+" button under "Interactions" to add a new interaction, such as triggering a data source or navigating to another page & many more. Appearance Customization The Button component can be styled to match your application's design: Property Description Color Select the color from the "Color" dropdown. Options include brand colors, neutral (black) or danger color (red). Size Choose the size of the button from the available options: small (sm), medium (md), or large (lg). Variant Select the button variant from options like Solid (with background fill), Outline (with outline border), or Ghost (with just text). Decorators Add icons to the start or end of the button text by selecting from the "Start Decorator" or "End Decorator" dropdowns. Width Define width, minimum width & maximum width under styles. To define width, you need to click on the “+” icon under the  "Styles" section.  Add Loading State The Loading State option allows you to indicate that a process is occurring after the button is clicked. This is useful for actions that take time to complete, such as submitting a form or fetching data from an API. The button will display this state until the action is completed. Conditional Display Set conditions to disable or hide the button based on specific criteria by using the "Add Condition" buttons under the "Disabled" and "Hidden" sections. Disabled: Use the Disabled condition to make the button non-interactive based on specific criteria. For example, you can disable the button if a required form field is empty. To set this, click "Add Condition" under the Disabled section and specify the condition. Hidden: The Hidden condition allows you to hide the button entirely based on certain conditions. For example, you might want to hide the button if a specific field in your application has a particular value. To configure this, click "Add Condition" under the Hidden section and define the condition. Define Permissions Every component allows you to set visibility permissions based on the permissions granted to the logged-in user. This ensures that only authorized users can view or interact with the button. 

Integrate your app with BambooHR to streamline HR management, automate employee data processing, and enhance onboarding workflows

BambooHR allows you to track hours worked, manage benefits enrollment, and run payroll all from a single platform.  Connecting your application to a BambooHR account enables integration of HR workflows, automation, and employee data management, enhancing productivity and ensuring all HR processes are kept organized and compliant. Authentication Ensure you have the following information ready for a seamless integration process: Connection Name: Select a descriptive name for your connection, like "MyAppBambooHRIntegration". This helps in easily identifying the connection within your application or integration settings. Authentication Type: BambooHR supports API Token for authentication. This method ensures secure access to BambooHR’s functionalities and data. API Token Based Authentication To generate an API key, log into the account and navigate to the profile icon located in the bottom-left corner. Select the “API Keys” in the option. Click on “Generate Key” button to generate the new API key. Copy the generated API Key and use it to create a new connection.  Treat this API Key with high confidentiality, as it allows access to your account. Actions Actions Description Create employee Create a new employee in BambooHR Create/update time-off request status Adds or updates a time-off request in BambooHR Create custom employee report Create a custom employee report in BambooHR Create table record of employee Create table record of employee in BambooHR Delete table record Delete table record of employee in BambooHR Get Time Off Balances of an Employee Get Time Off Balances of an Employee Get Company employee report by ID Get company employee report by ID in BambooHR List employees in directory List employees in BambooHR List time off requests Lists all time-off requests occuring between two specific dates in BambooHR Change time-off request status Change the status of a time-off request in BambooHR Update table record of employee Update table record of employee in BambooHR Triggers Triggers Description New Employee (real-time) New Employee in BambooHR On employee created or updated Triggers when an employee is created or updated in BambooHR Schedule custom employee report Schedule custom employee report fetch from BambooHR

Learn how to build your automation step by step

Overview Unify Automations lets organizations automate complex and manual processes quickly, reducing effort and cost. It supports advanced business logic, instant custom connector deployment, and ensures enterprise-grade security and performance. Each Automation consists of 2 major components, i.e. Trigger and Action(s). Trigger: A trigger is an event that initiates an automation process. It occurs when specific data changes/events are detected, prompting the automation to start.  Action: An action is a task executed in the automation . This can include API calls, data transformations, and logical operations necessary to complete the automation. Trigger types Connector-based: These triggers detect events in various applications such as Gmail, Zendesk, ServiceNow, Salesforce, etc. API-based: This set of triggers is oriented around reacting to API calls. There are two types of this: Callable Webhook Scheduler: This trigger is used to set recurring events in defined periods. Action Types Logic tools Condition Branch Loop Delay UnifyApps actions Storage by UnifyApps Variables by UnifyApps Code by UnifyApps Connector Actions Salesforce: Create record Slack: Post message Zendesk: Create ticket How to Create a New Automation? Log in to your UnifyApps account. Navigate to the Automations section within Unify Automations. Click on the "New Automation” button on the top right corner. Choose a trigger type for your automation. Configure the trigger settings. Add actions to your automation by dragging and dropping from the available options. Configure each action's settings and parameters. Test your automation using the built-in test module. Save and activate your automation.

Efficiently manage user roles and permissions

Overview User management is a crucial aspect of application governance. It allows you to control access, assign roles, and organize users into teams to maintain security, streamline automations, and ensure proper data access within your application. This article will help you with user management tasks. Add New Users To add a new user to your application: Navigate to the "Settings" tab of your application. Click on "Governance" in the left sidebar. Select "Users" from the submenu. Click the "+ New User" or "+ Add User" button. Fill in the required user details: Name Username Password State Email  Any additional fields based on your user object schema Click "Create User" to add the new user to your application. Change User Role & Permissions Roles and permissions define what actions a user can perform within the application. To change a user's role and permissions: Go to the Users section in Governance settings. Find the user you want to modify and click the three dot"..." menu. Select "Roles" from the dropdown. In the "User Roles" tab, check or uncheck roles as needed. Click "Save" to apply the changes. Change User Team Teams help organize users into groups for easier management and access control. To add a user to a team: In the Users section, find the desired user and click the three dot "..." menu. Select "Team" from the dropdown. In the "User Teams" tab, check the boxes next to the teams you want to add the user to. Click "Save" to confirm the changes. Edit User Details To edit a user's information: Locate the user in the Users list. Click the three dot "..." menu next to their name. Select "Edit" from the dropdown. Modify the necessary fields in the "User Details" tab. Click "Save" to update the user's information. Delete a User To remove a user from your application: Find the user in the Users list. Click the three dot "..." menu next to their name. Select "Delete" from the dropdown. Confirm the deletion in the popup dialog. Best Practices Regularly review user roles and permissions to maintain proper access control. Use descriptive usernames and enforce strong password policies. Organize users into teams based on their responsibilities or departments. Implement the principle of least privilege, granting users only the permissions they need. Periodically audit user accounts and remove inactive or unnecessary users.

Connect your app with Microsoft Teams to enhance communication, automate workflows, and foster collaboration across your organization

Microsoft Teams is a collaboration platform that supports communication, file sharing, and workflow management.  Integrating it with your application enhances team connectivity and productivity through real-time communication and streamlined collaboration. Authentication Before you begin, ensure you have the following information: Connection Name: Select a descriptive name for your connection, like "MyAppTeamsIntegration". This helps easily identify the connection within your application or integration settings. Authentication Type: Microsoft Teams supports Credentials and OAuth authentication for integrations. Credentials Log in to the Microsoft Azure Portal by clicking here. In the search Bar, search for App Registration and then Click on New Registration. Provide the Name and supported account types and register your app. The Client ID refers to the Application(client) ID The Tenant ID refers to the Directory (Tenant) ID Click “Add a credential or scope” to generate the client secret. API Permissions Api permissions Description Channel.Create To create channels within any team. Channel.Delete.All To delete any channel in any team. ChannelMember.ReadWrite.All To read and manage members in all channels. ChannelMessage.Read.All To read messages in any team channel. ChannelMessage.Send To send messages to any team channel Chat.Create   To create new chat threads. Chat.Read To read user-accessible chat threads. Chat.ReadBasic   To view basic chat metadata. Chat.ReadWrite To read and send messages in chats. TeamMember.Read.All To view members of any team. TeamMember.ReadWrite.All To add or remove members from any team. User.Read.All To read all user profiles in an organization. User.ReadWrite.All To read, update, and manage user profiles. Group.Read.All   To read all groups in the organization. Group.ReadWrite.All To manage all groups, including creating and deleting. OAuth Click on the Authorise button to authenticate your connection. You’ll be redirected to the Microsoft Azure login page. Enter email address and password of your account to which you want to integrate UnifyApps with and click on “Next” button to authenticate. Microsoft Teams will display a permissions request screen. You'll see the specific permissions we request access to (e.g.,Create channels, Read user chat messages). Carefully review the permissions we're asking for. If you're comfortable with the permissions, click the “Allow” or “Grant Access” button. After granting access, you'll be automatically redirected back to our platform. You should see a confirmation message that your Microsoft Teams account is now connected. Actions Action Description Create channel Creates a new channel in Microsoft Teams Create private channel Creates a new private channel in Microsoft Teams Reply to channel message Creates a reply to a channel message in Microsoft Teams Send channel message Sends a message to a channel in Microsoft Teams Send chat message Sends a message to a chat in Microsoft Teams Triggers Action Description New Channel Triggers when a new channel is created within a team. New Channel Mention Triggers when a member or highlight word is mentioned in a channel. Requires installation of the Zapier app from the Teams Store. New Channel Message Triggers when a new message is posted in a channel. Requires installation of the Zapier app from the Teams Store. New Chat Triggers when a new chat is created New Chat Message Triggers when a new message is received in a chat. New Reply to Message Triggers when a new reply is added to a message in a channel. Requires installation of the Zapier app from the Teams Store. New Team Member Triggers when a new member is added to a team. Requires installation of the Zapier app from the Teams Store.