Custom Integration

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Custom Integration Setup

Setting up a Custom Integration

The Custom integration type supports Web Request Commands allowing you to use data from your own system for supported commands. For example, the GetInvoiceImage command allows you to use your own PDF invoices when viewing invoices. To add a new Custom integration type, please contact ConnectBooster Support.

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Using Web Request Commands

Each Custom integration command requires the configuration of a web request. When the command is used, a request is sent to a provided URL using the configured settings. For example, when using the GetInvoiceImage command the request is sent when an invoice is viewed. Tokens Tokens are variables that can be used to pass in dynamic data. Tokens are case-sensitive and must be used in the following format: {{TokenName}}. For example, {{InvoiceNumber}} will be replaced with the invoice number of a selected invoice (e.g. ‘INV0000001’). Method The request method, such as GET or POST. URL The URL of the request. URL data should be encoded. Use tokens pass in dynamic values. Body Additional data to be sent with a POST request. If your server requires the appropriate Content-Type header to process the data, add a Content-Type header. Use tokens to pass in dynamic values. Headers Additional headers to be sent with the request. For example, if your request body contains URL-encoded form data, the following header should be used: If your request body contains JSON data, the following header should be used:

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GetInvoiceImage Command

Use this command to provide a custom invoice image as a PDF document. The custom invoice image is displayed when an invoice is viewed. Configuration:
  1. Add a Custom Integration and create a Web Request for the GetInvoiceImage command
  2. Next, go to Settings > Configurations > Billing
  3. Under Invoice Image Data, enable the Invoice Image from the Custom Integration
  4. Save

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LoginWithToken Command

Use this command to allow another application to authenticate a ConnectBooster user and login into the ConnectBooster portal without having to enter credentials. Configuration:
  1. Add a Custom Integration using the LoginWithToken Command.
  2.  Select Post or Get for the Method type.  Modify the URL to the address of the application authentication service.  Click Save.

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