Integrations and Automation
Integrations connect Linquid to external systems for data ingestion and event delivery.Integration lifecycle
For each provider:- install and authenticate
- configure provider-specific settings
- choose active subscriptions/events
- monitor status (active, paused, error, disconnected)
- connection metadata
- installation owner and timestamps
- provider-specific mapping or field settings
- connect/disconnect controls
Lifecycle state expectations
| State | Operational meaning | Typical operator action |
|---|---|---|
| Active | Connected and processing | Monitor health and delivery quality |
| Paused | Temporarily disabled by operator | Resume after maintenance/testing |
| Error | Failing due to credential/config issues | Repair credentials/mapping and re-test |
| Disconnected | Integration removed or invalidated | Reconnect only if still required |
Integration classes supported in operations
Most real-world deployments use a combination of:- payment and billing providers (for commerce-linked outcomes)
- CRM/revenue systems (for lifecycle and funnel alignment)
- ecommerce systems (for order-based attribution)
- communication destinations (Slack/webhooks/automation systems)
Data-boundary model (what should and should not flow)
Integration payloads should remain purpose-limited. Expected in-scope data:- conversion identity and value context required for attribution
- campaign/link/rule identifiers required for routing attribution
- customer identity fields needed for stitching and reporting
- status fields needed for lifecycle transitions (pending/approved/paid/refunded style workflows)
- unrelated customer profile details not needed for attribution
- internal-only finance notes or operator-only comments
- credentials/secrets in payload content
- provider fields with no operational/reporting use in Linquid
Integration onboarding checklist
- Define business purpose and expected data flow.
- Use least-privilege credentials in provider.
- Map required fields and event names explicitly.
- Run test events and verify destination behavior.
- Enable only required triggers in production.
Inbound ingestion
Inbound integrations typically supply:- conversion/order signals
- customer lifecycle changes
- command/event triggers
- creation of conversion records
- update of customer profiles and value trails
- enrichment of analytics dimensions and source attribution
- validate provider authentication/authorization
- validate event mapping and field normalization
- validate idempotency/dedup behavior on retries
- validate status transitions for partial or failed events
Inbound troubleshooting patterns
| Symptom | Likely cause | First action |
|---|---|---|
| Events missing in conversions | Auth or mapping failure | Validate integration status and field mapping |
| Duplicate conversion records | Missing idempotency key | Verify unique transaction/event IDs |
| Wrong revenue values | Currency/value field mismatch | Validate source payload normalization |
| Customers not stitching | Missing identity fields | Ensure email or external customer ID is sent |
Outbound automation
Outbound workflows can deliver:- conversion or campaign events
- workspace/link webhook payloads
- notifications to chat/ops systems
- alerting on conversion spikes or drops
- syncing qualified outcomes to external systems
- partner and program operational notifications
- destination URL validity and TLS readiness
- signature verification on receiver side
- retry-safe receiver logic (idempotent processing)
- alerting when delivery failure threshold is reached
Outbound troubleshooting patterns
| Symptom | Likely cause | First action |
|---|---|---|
| Destination receives no events | Trigger not enabled or integration paused | Confirm integration state and trigger list |
| Receiver rejects deliveries | Signature verification mismatch | Validate secret and signature routine |
| Duplicate events downstream | Receiver not idempotent | Add dedupe/idempotency handling |
| Delivery delays | Retry backlog or destination latency | Inspect delivery logs and destination health |
Webhook reliability model
Operational practices:- signed payload verification
- retry and error visibility
- separate test vs production configurations
- periodic secret rotation
- test delivery signatures before going live
- ensure receiver idempotency for duplicate deliveries
- monitor failure categories and retry exhaustion
- rotate secrets on a fixed schedule
Provider categories
Common provider classes in Linquid:- payments and billing providers
- CRM and marketing systems
- ecommerce platforms
- chat/automation destinations
Provider intent matrix
| Provider class | Primary direction | Typical purpose |
|---|---|---|
| Payments/billing | inbound | sale/revenue and payment lifecycle ingestion |
| CRM/marketing | both | lead lifecycle sync and campaign attribution alignment |
| Ecommerce | inbound | order/conversion ingestion with customer and value context |
| Chat/automation | outbound | operational notifications and downstream automations |
Production hardening checklist
- Separate test and production destinations.
- Rotate provider and webhook secrets on schedule.
- Maintain runbooks for auth failures and mapping regressions.
- Track integration ownership and on-call responsibility.
- Review destination-side idempotency quarterly.
Production rollout pattern
- Enable provider in test mode first.
- Run synthetic test events through full path.
- Verify analytics/output updates in dashboard.
- Enable only required triggers and mappings.
- Promote to production and monitor first-day delivery/error logs.
/user-guides/manual/workspace/security-and-compliance/user-guides/manual/data/exports-and-operational-checks/user-guides/manual/ecosystem/workspace-integrations-reference/user-guides/manual/ecosystem/provider-setup-playbooks