App Integrator's Quick-Start Guide

Last update: 12/16/2025

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Following these steps will help you get started with adding a new application to Albato, allowing you to customize your workflow automations with apps specific to your business needs.

Before you start

Here’s a checklist to help you prepare:

1. Define your objectives: Clearly understand what you want to achieve with your integration. Identify the key functionalities, the problems it will solve, and how it will add value to your users.

2. Understand your target audience: Know who your users are, what their needs are, and how they will interact with your integration. This understanding will guide the features and user experience of your app.

3. Research Albato’s capabilities: Familiarize yourself with what Albato offers, its limitations, and how it handles integrations. Knowing its capabilities will help you design an app that works well within its ecosystem.

4. API Documentation: Ensure you have detailed documentation for your SaaS's API. This will be crucial for setting up the integration.

Build your Application:

Here's a quick-start guide to adding an app to Albato using the App Integrator:

1. Access App Integrator: Log in to your Albato account and navigate to the App Integrator section. This is where you'll start the process of adding a new application.

2. Provide App Details: Enter the necessary details for the application you want to add. This typically includes the app's name.

3. Add authorization. Authentication is required for a user to connect their account in your application to Albato. Refer to your app's API documentation to select the correct schema and authentication fields for the input form your users will see when connecting their app account to Albato.

You can learn more about it in our documentation:

Authorization v2 and in lesson 3 of the Integrations Advanced course at Albato Academy.*

4. Set Up Triggers and Actions: Define the triggers (events in your app that initiate an automation) and actions (tasks performed in response to a trigger). Decide what operations in your app should trigger automations and what actions Albato should take in response.

Learn more in documentation:

Triggers, Actions, and in lessons 6 and 8 of the Integrations Advanced course.*

5. Test the Integration: Once you've configured the triggers and actions, test the integration to ensure everything works correctly. Check that Albato can successfully initiate actions in response to the defined triggers.

6. Make It Private or Apply to Publish: After testing, your new integration will be available privately in your Albato account. If you want to make it available to all Albato users, you can apply to publish it in the Albato library (subject to review and approval).
   Learn more: Publication rules

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