Automation in Bika are those that execute automatically at specified times or in response to specific events, like sending an email at a particular time or triggering a notification when an event occurs.

This guide will show you how to leverage third-party integrations in automation to expand functionality.

Applications of Third-Party Integrations in Automation

⭐ Use Case 1: Extracting Necessary Parameters from Integrations

For instance, automation actions like "Send message to Slack channel" or "Send message to Telegram chat" can either have their Webhook URLs entered manually or extracted from pre-configured third-party integrations within the workspace.

In the action configuration interface, you'll find a "Webhook Source" dropdown with two options:

Enter URL Manually: Enter the Webhook URL for the respective platform manually.
Extract URL from integration: Select a pre-configured third-party integration within the workspace to retrieve the corresponding Webhook URL.

Configuration options of Webhook Source

⭐ Use Case 2: Obtaining Authorized Access Tokens

For example, the automation action "X (Twitter) - Create Tweet" requires using Twitter's API to create tweets. Since X's API requires OAuth2 authentication, you must use Bika's X (Twitter) OAuth2.0 Integration to manage and refresh access tokens.

Configuration options of Available Integrations

Benefits of Using Integrations in Automation

Simplified Configuration: Extracting parameters from integrations simplifies setup and reduces the potential for errors.
Centralized Management: Integrations allow for unified management of third-party service access tokens, enhancing security.
Reusability: Pre-configured third-party services can be reused across multiple Automation, increasing efficiency.

Recommend Reading

Recommend AI Automation Templates

Lightweight CRM

A lightweight CRM template designed to manage companies, contacts, sales pipelines, investor opportunities, and activities efficiently

AI Automated Product R&D Management

This template helps teams efficiently manage the entire product development process, covering requirements submission, task breakdown, bug tracking, and version iteration. Through structured data management and automated reminders, it ensures team information synchronization, improves collaboration efficiency, and reduces the risk of task omission. The AI capabilities integrated into this template automatically extract key information, optimize and polish it, and generate version iteration reports for each update, significantly improving R&D management efficiency and execution.

LinkedIn Post Automation

You can use this template to achieve AI automated Linkedin posts, read the prepared Linkedin content in the database, and automatically post to help you increase the exposure of social media and also automatically record their public URLs in your database for tracking engagement.

Coming soon

7-Day Automated Email Marketing

Quickly set up a 7-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.

Onboard & Engage: New User Welcome Automation

Kickstart user engagement with this automated welcome series. Begin with a warm welcome email and give users the option to unsubscribe. For those who stay engaged, send a follow-up email 4 days later asking for valuable product feedback. Track open rates and retention, while ensuring unsubscribed users are excluded from further emails. 🔖Tip: You can customize email content with HTML for a richer experience. Please replace the unsubscribe link in your emails with the share link to the "Unsubscribe Form" you’ve created.

OKR Tracking

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.

Using Third-Party Integrations in Automation

Applications of Third-Party Integrations in Automation

⭐ Use Case 1: Extracting Necessary Parameters from Integrations

⭐ Use Case 2: Obtaining Authorized Access Tokens

Benefits of Using Integrations in Automation

Template

Help

Pricing

Using Third-Party Integrations in Automation

Applications of Third-Party Integrations in Automation

⭐ Use Case 1: Extracting Necessary Parameters from Integrations

⭐ Use Case 2: Obtaining Authorized Access Tokens

Benefits of Using Integrations in Automation

Recommend Reading

Recommend AI Automation Templates