Third-party integrations establish data channels between Bika and other applications/services, enabling automated SMS sending, email notifications, social media publishing, and more. After configuration, you can directly activate these services in automation workflows.
This guide explains how to use third-party integrations to expand Bika's capabilities.
Integrations in Bika.ai
Bika's integrations system connects different platforms like:
Sending customer survey results to data dashboards
Receiving project updates via Slack
Syncing product inventory with e-commerce platforms
Currently supports 20+ mainstream applications. See integrations list in Bika integrations
Configuring Integrations
Enter the space setting
Enter the space settings in the upper left corner
Find the integrations configuration in the space settings
Add new integration
Find the application you need (using OpenAI as an example)
Click the "Connect" button in the upper right corner of the card.
Fill in the authentication information in the pop-up configuration modal
Configuration requirements vary by platform. Refer to official integration documentation.
Successfully added integrations will appear in the "My Integrations" list, which can be done here:
Modify the configuration (Pencil icon)
Reconnect authentication (Refresh icon)
Delete integration (Trash can icon)
Practical applications in automation
⭐Usage 1: Extract the necessary parameters from the integration
Manually enter the URL: Manually enter the webhook URL for the corresponding platform.
Extract the URL from the integration: Select or create a new integration to obtain the corresponding webhook URL.
Select "Enter URL manually" to manually fill in the Slack webhook URL.
Select "Extract URL from Integration", and the "Available Integrations" drop-down option will appear. You can select a third-party integration that has been configured by the space in-app, or directly create a new integration and get the corresponding Webhook URL from it.
⭐Usage 2: Obtain an access token authorized by OAuth2
Applicable to services that require authentication tokens
For example, the automated execution of "X (Twitter) - Create Tweet" requires the use of X's API to create tweets. The X API requires OAuth2 authentication, so the X (Twitter) OAuth2.0 integration provided by Bika must be used to manage access tokens and fetch and refresh
The advantages of using integration in automation
Simplified configuration: By extracting parameters from the integration, configuration can be simplified, reducing the likelihood of errors.
Unified management: Through integration, access tokens for third-party services can be managed uniformly, enhancing security.
Repurposing: Through integration, you can repurpose already configured third-party services in multiple automated tasks to improve efficiency.
Received a new RFP from a prospective client? Utilize this comprehensive template to guide your team through the RFP lifecycle, ensuring timely progress and a structured approach to secure that significant contract.
Companies recognize the importance of OKR tracking for alignment and productivity, but differ on the best approach. For a smooth and efficient way to manage OKRs, consider our tracking template—it's all you need to advance your company's vision.
Based on your To facilitate the work of finance and administrative staff, the system will automatically remind company colleagues to collect invoices and submit applications on a regular basis according to your settings. In this way, colleagues can quickly take photos and upload invoices, helping finance and administrative staff to quickly collate invoice data for subsequent reimbursement or tax filing processes., regular automatic reminders for invoice information collation and quick photo upload of invoices by the user help users to quickly collate invoice data for subsequent reimbursement or tax filing.
This template aims to provide an automated Net Promoter Score (NPS) follow-up form system for the company's Client Server team, Product Manager, market researchers, and company management. Through this system, you can achieve real-time monitoring and reminders of customer feedback, automatically collect and process new data, and display analysis results through intuitive dashboards to help the team more efficiently understand customer satisfaction and improvement directions.
Content Marketing is crucial for SEO results. This template streamlines your strategy, tracks content production, sparks new ideas, aligns content with SEO keywords and audience, and manages campaign workflows.
Quickly set up a 3-day automated email outreach, especially suitable for scenarios including: continuous contact with potential customers, product launch countdown marketing, and ongoing welcome emails for new registrants.
