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| This application needs additional settings. Please follow the documentation below to create your own connectionUnique, active service acces point to a network. There are different types of connections (API key, Oauth…).. |
The Refiner modulesa module is an application or tool designed to handle specific business functions, such as CRM, project management, or inventory. The system's modular architecture allows you to activate only the modules you need, enabling customization and scalability as your business requirements evolve. allow you to monitor the completed surveys, segments, identify usersCan use the system on a limited basis based on the rights assigned by the admin., list contacts, create, update, send, retrieve, and list the conversations, people, visitors, and websites in your Refiner account.
Prerequisites
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A Refiner account – create an account at app.refiner.io/auth/register.
![[Note]](https://docs.boost.space/wp-content/themes/bsdocs/docs-parser/HTML/css/image/note.png) |
Note |
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The modulea module is an application or tool designed to handle specific business functions, such as CRM, project management, or inventory. The system's modular architecture allows you to activate only the modules you need, enabling customization and scalability as your business requirements evolve. dialog fields that are displayed in bold (in the Boost.spaceA platform that centralizes and synchronizes company data from internal and external sources, offering a suite of modules and addons for project management, CRM, data visualization, and more. Has many features to optimize your workflow! IntegratorPart of the Boost.space system, where you can create your connections and automate your processes. scenarioA specific connection between applications in which data can be transferred. Two types of scenarios: active/inactive., not in this documentation article) are mandatory! |
To connect your Refiner account to Boost.space Integrator you need to obtain the API Key from your Refiner account and insert it in the Create a connection dialog in the Boost.space Integrator module.
1. Log in to your Refiner account.
2. Click Integrations (
) > Get API Key. Copy the API key to your clipboard.
3. Go to Boost.space Integrator and open the Refiner module’s Create a connection dialog.
4. In the Connection name field, enter a name for the connection.
5. In the API Key field, enter the API key copied in step 2, and click Continue.
The connection has been established.
See setting up Refiner webhooks to add webhooksA webhook is a way for an app to send real-time information to a specific URL in response to certain events or triggers. to your Refiner account.
TriggersThe initial event that starts a scenario. It can be an action, a scheduled time, or a custom event, and is essential to define at the beginning of each scenario. when a survey is completed.
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WebhookA webhook is a way for an app to send real-time information to a specific URL in response to certain events or triggers. Name |
Enter a name for the webhook. |
Triggers when a userCan use the system on a limited basis based on the rights assigned by the admin. has entered the segment.
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Webhook Name |
Enter a name for the webhook. |
Creates a new user in Refiner or updates an already existing user.
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Connection |
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User ID |
Select or map the User ID you want to identify.When you identify a user for the first time, a new |
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Additional Data |
Enter (map) the additional fields and the values of the user you want to identify. For example, the user’s |
Tracks events performed by users.
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Connection |
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User ID |
Select or map the User ID whose event you want to track. |
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Event Name |
Enter (map) the event name you want to track. |
Performs an arbitrary authorized API call.
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Connection |
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URL |
Enter a path relative to
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Method |
Select the HTTP method you want to use: GET to retrieve information for an entry. POST to create a new entry. PUT to update/replace an existing entry. PATCH to make a partial entry update. DELETE to delete an entry. |
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Headers |
Enter the desired request headers. You don’t have to add authorization headers; we already did that for you. |
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Query String |
Enter the request query string. |
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Body |
Enter the body content for your API call. |
The following API call returns all the responses from your Refiner account:
URL: /v1/contacts
Method: GET
Matches of the search can be found in the module’s Output under BundleA bundle is a chunk of data and the basic unit for use with modules. A bundle consists of items, similar to how a bag may contain separate, individual items. > Body > itemsItems are rows in records (order/request/invoice/purchase...). In our example, 8 responses were returned:
Lists all contacts.
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Connection |
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Order by |
Select or map the order in which you want to list the contacts. For example, |
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From UUID |
Select or map the UUI ID to list the contacts associated with a specified survey. |
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Segment UUID |
Select or map the Segment ID to list the responses of the contacts that match the specified segment. |
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Limit |
Set the maximum number of users Boost.space Integrator should return during one execution cycleA cycle is the operation and commit/rollback phases of scenario execution. A scenario may have one or more cycles (one is the default).. |
1. In the Boost.space Integrator account, open any Watch module, enter a name for the webhook, click Save, and copy the URL address to your clipboard.
2. Click OK and save the triggerThe initial event that starts a scenario. It can be an action, a scheduled time, or a custom event, and is essential to define at the beginning of each scenario..
3. Log in to your Refiner account. Click Integrations (
) > Webhook.
4. Enter the details as follows and click Save Webhook:
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Webhook Name |
Enter (map) a name for the webhook. |
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Trigger Event |
Select the events for which you want to receive the triggers. |
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Destination URL |
Enter (map) the URL address copied in step 1. |
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Secret Auth-Token |
The Refiner can add a secret Auth-Token to secure your webhooks if you like. Your tokenA secure code used to authenticate and authorize access to API endpoints, enabling users to connect with third-party applications. will be added as a Bearer Token in the HTTP Auth Header. |
You have successfully added the webhook.
