Manage Integrations
Create and edit integration settings, templates, and linked records
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Manage Integrations
Use the integrations list to search, sort, create, edit, or delete integration settings for the workspace.
Manage integration settings
/docs/en/workspace/integrations/manage.png
What you can do
- Browse integration settings cards / list with search and sort
- Create a new integration setting
- Edit an existing integration (form sections + locale/template rows as shown)
- Open the template library section when linking WhatsApp templates
- View linked data for an integration
- Copy identifiers (for example UUID / platform id) when displayed
- Refresh or delete an integration when permitted
Create or edit
- Open Integrations Settings
- Click Create (or open an item → Edit)
- Fill the integration form sections (credentials, endpoints, locale/template rows as required)
- Link templates from the template library when needed
- Save
- Return to the list and confirm the item appears as expected
Only owners/admins with integration permissions should change credentials. A wrong value can break outbound messaging or sync.
Linked data & templates
- From the list, open Linked data when you need to inspect related records
- Use the template library modal/section to attach or review templates
- Keep template status approved before relying on the integration in production sends