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Integrations Overview

7min

The Integrations section in Sanoflow empowers businesses to connect various third-party applications and platforms to streamline operations. These integrations span messaging services, payment gateways, hospital management systems (HMS), and eCommerce solutions, among others.

What's on the Integrations feature?

Connected Channels

The Connected Channels tab lists all active integrations. Each integration is categorized under sections like Messaging, eCommerce, HMS, or Other. Key details include:

  • Integration Name
  • Category
  • Manage button to modify configuration or remove the integration.

Example Integrations:

  • Callgear (Other): A communication platform for voice calls management.
  • ClickPay (Other): A secure payment solution for transaction management.
  • Practo (HMS): A hospital management system for healthcare businesses.
  • Facebook (Messaging): Enables integration with Facebook Messenger.
  • Instagram (Messaging): Facilitates Instagram direct messaging.

Add Channel

The Add Channel tab allows users to browse and add new integrations. Each integration is categorized and listed with a brief description.

Categories:

  • Messaging: WhatsApp (Cloud API), Facebook Messenger, Instagram, Chat Widget.
  • eCommerce: Salla (eCommerce store management).
  • HMS: Practo, Mediware, Unite, Tablet 10 (hospital management systems).
  • Other: Google Calendar, Callgear, ClickPay, Stripe.

Steps to Add a New Integration:

  1. Go to the Add Channel tab.
  2. Select the desired integration and click Add.
  3. Provide the required credentials and configuration details (e.g., API keys, usernames, passwords).
  4. Click Save to activate the integration.

Practical Use Cases

  1. Customer Messaging Hub:
    • Use WhatsApp Cloud API or Facebook to consolidate customer communications into one unified inbox.
    • Automate responses with workflows for quicker resolutions.
  2. Streamlined Payment Processing:
    • Leverage Stripe or ClickPay to handle online payments efficiently and securely.
  3. Optimized Appointment Scheduling:
    • Integrate with Practo or other HMS systems to sync appointments and medical records.
  4. E-Commerce Integration:
    • Connect Salla to automate order tracking, abandoned cart recovery, and customer notifications.
  5. Enhanced Task Management:
    • Use Google Calendar integration to align appointments and team schedules in real-time.

Best Practices

  1. Audit Regularly:
    • Periodically review connected channels to ensure all integrations are active and working as intended.
  2. Secure Credentials:
    • Use strong passwords and keep API keys confidential. Update credentials periodically.
  3. Test Before Launch:
    • Test integrations after setup to verify seamless functionality.
  4. Monitor Performance:
    • Use reports to assess the efficiency of messaging and payment integrations.
  5. Stay Updated:
    • Regularly check for updates in the integrations section to leverage new features or enhancements.
  6. Backup Configurations:
    • Maintain a backup of integration configurations to avoid disruptions during troubleshootin

FAQs

  1. How do I add a new integration?
    • Navigate to the Add Channel tab, select your desired integration, click Add, and provide the required details to activate it.
  2. Can I remove an integration?
    • Yes, go to the Connected Channels tab, click Manage for the specific integration, and select Remove.
  3. What if an integration stops working?
    • Check the credentials and reconfigure the integration if needed. If issues persist.
    • For Instagram and Facebook specific integration problems, visit here.
  4. Can I connect multiple integrations under the same category?
    • Yes, you can connect multiple integrations if it's a messaging category. If it's an HMS integration you cannot add other than one integration. You also may only add one Callgear account.
  5. Is there a limit to the number of integrations I can connect?
    • Yes, this will depend on the plan that you have purchased.
  6. How do I manage permissions for integrations?
    • Permissions are managed within the User Roles section in Settings. Ensure users have access to the relevant sections.
  7. What happens if I update the API credentials?
    • The integration may stop working until the updated credentials are saved. Always update credentials immediately to avoid disruptions.



Updated 07 Jan 2025
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