Customizing Your Integrations

Configure sync preferences, field mappings, scheduling, and other settings for your active integrations through the widget.

After connecting an app, you can customize how data flows between it and the product you're using which fields sync, which records are included, and in which direction. The AI assistant can handle most of this for you, or you can fine-tune it yourself.

Opening the configuration

1. Open the integration widget in your product.

2. Find the connected app you want to customize.

3. Click Configure.

What happens next depends on whether the integration has been configured before.

First-time configuration

If no configuration exists yet, a modal appears prompting you to run the Integration Agent. The AI agent sets up field mappings and filters for you automatically, it figures out which fields in one app correspond to fields in the other, and configures sensible defaults.

Click through the prompt and the agent handles the setup. Once it finishes, the configuration dialog opens with everything pre-configured. You can review what the agent did and adjust anything that doesn't look right.

Screenshot needed: Modal prompting "Run the Integration Agent to set up field mappings and filters" with the action button.

Returning to an existing configuration

If the integration has already been configured (either by the AI or by you previously), clicking Configure opens the Integration Configuration dialog directly.

Screenshot needed: A connected app card (e.g., HubSpot with green "Connected" label) with the ⚙ Configure button highlighted.

The configuration dialog

The dialog header shows the sync type (e.g., "Ongoing sync") and how many data types are configured (e.g., "2 entities"). Below the header, you can switch between two views: Config and Plan.

Config view

This is where you review and adjust how data flows.

Sync direction tabs

If the integration syncs data in both directions, you'll see sub-tabs for each direction, for example:

• "HubSpot Company → Cin7 Customer" (data flowing from HubSpot to Cin7)

• "Cin7 Customer → HubSpot Company" (data flowing from Cin7 to HubSpot)

Click a tab to see and edit the field mappings for that direction. Each direction has its own independent configuration.

Screenshot needed: Configuration dialog showing the bidirectional sub-tabs at the top, with one direction active.

Field mappings

Field mappings control which fields in one app correspond to fields in the other. Each mapping row shows:

• A plain-language description of what it does

• The source field (where the data comes from) and the target field (where it goes) displayed as paired labels

• A preview of actual values so you can see what data will flow

• A Change button to modify the mapping

• A delete icon to remove it

To add a mapping the AI didn't include, click "Add field mapping" at the bottom of the list.

Screenshot needed: Field mappings section showing 3-4 mapping rows with source/target labels, preview values, and Change buttons.

Filters

Filters let you narrow which records sync. For example, you might only want to sync contacts tagged as "Active" or orders above a certain amount.

Each filter row has three parts:

• Field — Which field to check (e.g., "Status," "Amount," "Email")

• Operator — The condition to apply

• Value — What to compare against

Available operators:

Operator	What it does
is not empty	Syncs records where the field has any value
is empty	Syncs records where the field is blank
equals	Syncs records where the field matches exactly
does not equal	Syncs records where the field doesn't match
contains	Syncs records where the field includes the text
greater than	Syncs records where the field is above a number
is one of	Syncs records where the field matches any value in a list
is not one of	Syncs records where the field doesn't match any value in a list

Screenshot needed: Filters section showing 2-3 filter rows with the operator dropdown expanded.

Saving your changes

After making adjustments:

1. Click Save Configuration at the bottom of the dialog.

2. The footer confirms: "Changes apply on the next workflow run."

This means your changes don't take effect immediately on existing data. The next time the automation runs (whether that's in real-time, on a schedule, or manually triggered), it uses your updated configuration. Existing data that has already synced is not retroactively changed and only new or updated records use the new settings.

Click Cancel to discard your changes and close the dialog without saving.

Using the AI assistant for changes

If you're not sure how to adjust the configuration manually, use the AI assistant at the bottom of the widget's Apps tab. Describe what you want in plain language:

• "Only sync contacts with an email address"

• "Stop syncing orders under $50"

• "Add the phone number field to the sync"

Click Build with AI and the agent will update the configuration for you.

Screenshot needed: AI assistant input at the bottom of the widget with an example prompt like "Only sync contacts with an email address."

Viewing active workflows

Click the Workflows tab in the widget to see the automations running on your integrations. Active workflows show as cards, click the arrow on any workflow to open an interactive visual diagram showing how the automation works, step by step. You can trace the flow from trigger to completion and see each decision point along the way.

You'll also see template cards for pre-built automations. Click one to launch an AI assistant session that sets it up for you.

Screenshot needed: Workflows tab showing an active workflow card and a template card.

Screenshot needed: Workflow visualizer showing the interactive node graph with labeled steps.

Troubleshooting

• I don't see a Configure button Not all integrations support customization. The SaaS company decides what's configurable. If you need changes that aren't available, contact the product's support team.

• My changes didn't take effect: Changes apply on the next workflow run, not immediately. If the integration runs daily, your changes will be reflected in the next day's sync. Check the Insights tab to confirm when the next run happens.

• I want to start over: Disconnect the app from the Apps tab and reconnect it. This clears the configuration. When you click Configure again, the Integration Agent will set up a fresh configuration.

What you've done

• Opened the configuration dialog for a connected integration

• Understood the two paths: AI-assisted first-time setup vs manual adjustment

• Reviewed and modified field mappings and filters

• Know how to use the AI assistant for configuration changes

• Know that changes apply on the next workflow run