Difference between revisions of "ATC/Current/AdminGuide/OverviewArchFlows"

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|DisplayName=Third-party integrations overview
 
|DisplayName=Third-party integrations overview
 
|TocName=Third-party integrations overview
 
|TocName=Third-party integrations overview
|Context=Learn how to integrate {{MINTYDOCSPRODUCT}} with an external system by using an Architect workflow, which is a webhook that provides real-time feeds.
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|Context=Learn how to integrate {{MINTYDOCSPRODUCT}} with an external system using an Architect workflow, which is a webhook that provides real-time feeds.
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|Dimension=ArchFlow
 
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|Platform=PureConnect, GenesysCloud, GenesysEngage-cloud
 
|Platform=PureConnect, GenesysCloud, GenesysEngage-cloud
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|Media=Image
 
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|image=gpe salesforce architect dataflow process diagram.png
 
|image=gpe salesforce architect dataflow process diagram.png
|structuredtext=Use an Architect flow action to send journey context data information to third-party systems using a special type of Architect workflow. For example, you can send information about campaign contacts to Salesforce or another CRM.  
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|structuredtext=Use an Architect flow action to send journey context data to third-party systems using a special type of Architect workflow. For example, you can send information about campaign contacts to Salesforce or another CRM.  
  
For information about using Architect flow actions in a secure and compliant manner, see [https://help.mypurecloud.com/articles/?p=61940 About security and compliance].<br />
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For more information about using Architect flow actions in a secure and compliant manner, see [https://help.mypurecloud.com/articles/?p=61940 About security and compliance].<br />
 
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|Media=Image
 
|Media=Image
 
|image=gpe_salesforce_architect_build_process1.png
 
|image=gpe_salesforce_architect_build_process1.png
|structuredtext=#In the Genesys Cloud Admin menu, configure an {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=PreparePCWebhooks|anchor=PCConfigure|display text=integration to your CRM}} and corresponding {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=PreparePCWebhooks|anchor=ConfigurePCDataAction|display text=data actions}}.
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|structuredtext=#Prepare a {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=PreparePCArchFlows|anchor=PCConfigure|display text=Genesys Cloud CX integration}} and prepare the {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=PreparePCArchFlows|anchor=ConfigurePCDataAction|display text=Genesys Cloud CX data actions}}.
#In Genesys Cloud [https://help.mypurecloud.com/articles/?p=53682 Architect], configure a [https://help.mypurecloud.com/articles/?p=215071 workflow].
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#In Genesys Cloud CX [https://help.mypurecloud.com/articles/?p=53682 Architect], configure a [https://help.mypurecloud.com/articles/?p=215071 workflow].
 
#In {{MINTYDOCSPRODUCT}}, create an {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Action_maps|display text=action map}} that uses an Architect flow action.
 
#In {{MINTYDOCSPRODUCT}}, create an {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Action_maps|display text=action map}} that uses an Architect flow action.
 
#Monitor your Architect flow action with a {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Action_Map_Performance|display text=report}}.
 
#Monitor your Architect flow action with a {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Action_Map_Performance|display text=report}}.

Latest revision as of 21:28, November 9, 2021

Learn how to integrate Genesys Predictive Engagement with an external system using an Architect workflow, which is a webhook that provides real-time feeds.

Feature description

Use an Architect flow action to send journey context data to third-party systems using a special type of Architect workflow. For example, you can send information about campaign contacts to Salesforce or another CRM.

For more information about using Architect flow actions in a secure and compliant manner, see About security and compliance.

Process overview

  1. Prepare a Genesys Cloud CX integration and prepare the Genesys Cloud CX data actions.
  2. In Genesys Cloud CX Architect, configure a workflow.
  3. In Genesys Predictive Engagement, create an action map that uses an Architect flow action.
  4. Monitor your Architect flow action with a report.

For specific integrations, see the following:

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