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Integrations and Automation

Integrations connect Linquid to external systems for data ingestion and event delivery.

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Integration lifecycle

For each provider:

• install and authenticate
• configure provider-specific settings
• choose active subscriptions/events
• monitor status (active, paused, error, disconnected)

Provider detail pages typically include:

• connection metadata
• installation owner and timestamps
• provider-specific mapping or field settings
• connect/disconnect controls

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Lifecycle state expectations

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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)

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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)

Out-of-scope data that should generally be avoided:

• 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

Use mapping controls to keep payloads minimal and deterministic.

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Integration onboarding checklist

1. Define business purpose and expected data flow.
2. Use least-privilege credentials in provider.
3. Map required fields and event names explicitly.
4. Run test events and verify destination behavior.
5. Enable only required triggers in production.

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Inbound ingestion

Inbound integrations typically supply:

• conversion/order signals
• customer lifecycle changes
• command/event triggers

Common ingestion outcomes:

• creation of conversion records
• update of customer profiles and value trails
• enrichment of analytics dimensions and source attribution

Inbound quality checklist:

• validate provider authentication/authorization
• validate event mapping and field normalization
• validate idempotency/dedup behavior on retries
• validate status transitions for partial or failed events

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Inbound troubleshooting patterns

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Outbound automation

Outbound workflows can deliver:

• conversion or campaign events
• workspace/link webhook payloads
• notifications to chat/ops systems

Typical automation use cases:

• alerting on conversion spikes or drops
• syncing qualified outcomes to external systems
• partner and program operational notifications

Outbound quality checklist:

• destination URL validity and TLS readiness
• signature verification on receiver side
• retry-safe receiver logic (idempotent processing)
• alerting when delivery failure threshold is reached

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Outbound troubleshooting patterns

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Webhook reliability model

Operational practices:

• signed payload verification
• retry and error visibility
• separate test vs production configurations
• periodic secret rotation

Operational hardening checklist:

1. test delivery signatures before going live
2. ensure receiver idempotency for duplicate deliveries
3. monitor failure categories and retry exhaustion
4. rotate secrets on a fixed schedule

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Provider categories

Common provider classes in Linquid:

• payments and billing providers
• CRM and marketing systems
• ecommerce platforms
• chat/automation destinations

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Provider intent matrix

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Production hardening checklist

1. Separate test and production destinations.
2. Rotate provider and webhook secrets on schedule.
3. Maintain runbooks for auth failures and mapping regressions.
4. Track integration ownership and on-call responsibility.
5. Review destination-side idempotency quarterly.

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Production rollout pattern

1. Enable provider in test mode first.
2. Run synthetic test events through full path.
3. Verify analytics/output updates in dashboard.
4. Enable only required triggers and mappings.
5. Promote to production and monitor first-day delivery/error logs.

Related:

• /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