bOnline

How to Set Up Custom Integrations or Connect a CRM in the bOnline Portal

The bOnline portal provides built-in tools for setting up custom integrations and connecting CRMs. This guide explains the steps to configure custom webhooks or CRM integrations and clarifies the absence of a standalone API for direct database connections.

bOnline supports custom integrations through its portal, allowing users to configure webhooks and connect CRMs. However, it does not offer a standalone API or API code for direct integration with external databases like MySQL. All integrations must be set up using the portal’s features.

Step-by-Step Guide to Setting Up Custom Webhooks/Integrations

Log in to the bOnline Portal: Access your account through the mybOnline portal.

Navigate to the Integrations Section: Go to the 'Integrations' tab in the portal.

Select 'Custom Integration': Choose the option for custom integrations or webhooks.

Provide Required Details: Enter the necessary information, such as: - Name of the integration - Description - A valid destination URL that complies with the portal’s formatting and validation rules

Configure the Integration: Follow the on-screen instructions to complete the setup based on your system’s requirements.

1. Log in to the bOnline Portal: Access your account through the mybOnline portal.
2. Navigate to the Integrations Section: Go to the 'Integrations' tab in the portal.
3. Select 'Custom Integration': Choose the option for custom integrations or webhooks.
4. Provide Required Details: Enter the necessary information, such as: - Name of the integration - Description - A valid destination URL that complies with the portal’s formatting and validation rules
5. Configure the Integration: Follow the on-screen instructions to complete the setup based on your system’s requirements.

Connecting a Custom CRM Without an API Code

If you need to connect a custom CRM, follow these steps:

Access the Custom CRM Integration Flow: Use the mybOnline portal to initiate the integration process.

Enter CRM Details: Provide the required information, including the name, description, and destination URL.

Complete the Integration: Since bOnline does not provide an API code, this portal-based method is the only supported way to connect your CRM.

1. Access the Custom CRM Integration Flow: Use the mybOnline portal to initiate the integration process.
2. Enter CRM Details: Provide the required information, including the name, description, and destination URL.
3. Complete the Integration: Since bOnline does not provide an API code, this portal-based method is the only supported way to connect your CRM.

Does bOnline offer a standalone API for direct database integration?

No, bOnline does not provide a standalone API or API code for direct integration with databases like MySQL. All integrations must be configured through the mybOnline portal.

What if my destination URL doesn’t meet the portal’s validation rules?

Ensure that the URL complies with the formatting and validation requirements specified in the portal. If issues persist, consult the portal’s help documentation or contact support.

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How can I set up custom integrations or connect a CRM in the bOnline portal?

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How can I set up custom integrations or connect a CRM in the bOnline portal?

How to Set Up Custom Integrations or Connect a CRM in the bOnline Portal

Overview of Integration Capabilities

Step-by-Step Guide to Setting Up Custom Webhooks/Integrations

Connecting a Custom CRM Without an API Code

FAQs

Does bOnline offer a standalone API for direct database integration?

What if my destination URL doesn’t meet the portal’s validation rules?

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