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

From Genesys Documentation
Jump to: navigation, search
m (Text replacement - "\|Platform=([^\|]*)GenesysEngage-onpremises([\|]*)" to "|Platform=$1GenesysEngage-cloud$2")
m (Text replacement - "Genesys Cloud" to "Genesys Cloud CX")
 
(8 intermediate revisions by 2 users not shown)
Line 1: Line 1:
 
{{Article
 
{{Article
 
|Standalone=No
 
|Standalone=No
−
|DisplayName=Overview
+
|DisplayName=Third-party integrations overview
−
|TocName=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.
+
|Context=Learn how to integrate {{MINTYDOCSPRODUCT}} with an external system using an Architect workflow, which is a webhook that provides real-time feeds.
 +
|Dimension=ArchFlow
 
|ComingSoon=No
 
|ComingSoon=No
−
|Platform=GenesysEngage-cloud, PureConnect, GenesysCloud
+
|Platform=PureConnect, GenesysCloud, GenesysEngage-cloud
 
|Section={{Section
 
|Section={{Section
 
|sectionHeading=Feature description
 
|sectionHeading=Feature description
Line 12: Line 13:
 
|Media=Image
 
|Media=Image
 
|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.  
+
|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/about-security-and-compliance/ About security and compliance].<br />
+
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 />
 
|Status=No
 
|Status=No
 
}}{{Section
 
}}{{Section
Line 22: Line 23:
 
|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}}.
+
|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/about-architect/ Architect], configure a [https://help.mypurecloud.com/articles/work-with-workflows/ workflow].
+
#In Genesys Cloud CX [https://help.mypurecloud.com/articles/?p=53682 Architect], configure a [https://help.mypurecloud.com/articles/?p=215071 workflow].
−
#In {{MINTYDOCSPRODUCT}}, build an {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Webhooks|anchor=ActionMapWebhook|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=Webhooks|anchor=MonitorWebhook|display text=report}}.
+
#Monitor your Architect flow action with a {{Link-SomewhereInThisVersion|manual=AdminGuide|topic=Action_Map_Performance|display text=report}}.
  
 
For specific integrations, see the following:
 
For specific integrations, see the following:

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

This topic is part of the manual Genesys Predictive Engagement Administrator's Guide for version Current of Genesys Predictive Engagement.

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:

Retrieved from "https://all.docs.genesys.com/ATC/Current/AdminGuide/OverviewArchFlows (2025-06-19 17:06:07)"
Comments or questions about this documentation? Contact us for support!