Skip to content

Integrations overview

Everything the platform talks to on your behalf — messaging providers, delivery networks, point-of-sale systems, image hosting, maps — is configured in one place, in the same shape.

Screen Route What it holds
Essential /configuration/integrations/basic-integration The credentials the platform cannot run without: maps, image hosting, and your primary payment keys
Plugin List /configuration/integrations/integration/plugin-list Which integration types are offered in the dropdown when adding one
Plugin Config /configuration/integrations/integration/list Your actual connections, one entry per provider

Payment gateways are configured separately, under Finance — see Gateway setup.

Category Providers
SMS Twilio, Telnyx, SMSLink
WhatsApp Twilio
Voice Twilio, Telnyx
Email SendGrid, or your own SMTP server
Push OneSignal (configured with your app credentials rather than here)
Delivery networks DoorDash Drive, Uber Direct, Shipday, Nash
Point of sale Clover, Toast, Square
Images Cloudinary
Maps Google Maps
  1. Get credentials from the provider. Every integration needs an account with that provider — the platform connects to your account, it does not resell one.

  2. Create the integration and pick its type.

  3. Enter the configuration. Fields differ per provider; anything marked private is stored as a secret and never shown back to you in full.

  4. Set the conditions — leave it platform-wide, or scope it to particular business types, zones, outlets or franchises. This is how one outlet can use a different SMS sender or delivery network from another.

  5. For messaging, set the per-purpose flags. See below — this is the step people miss.

  6. Activate it, then test with something real and small.

Per-purpose flags on messaging integrations

Section titled “Per-purpose flags on messaging integrations”

A messaging integration is not simply “on”. Each one carries separate switches for what it is allowed to send:

Flag Covers
Order Notification Order receipts, status updates, one-time passcodes
User Login and Verify Sign-in codes
Broadcast Broadcast campaigns
Marketing Autopilot Voucher campaigns — both Autopilot and Promotions
Global Notification Platform-wide announcements

They are independent on purpose: many operators send transactional messages through one provider and marketing through another, because the pricing and the sender reputation are different problems.

Every integration carries conditions. Left empty, it applies everywhere; filled in, it applies only where it matches. Two integrations of the same type with different scopes is a normal setup — a local SMS provider for one country and a global one for the rest.

Where several could apply, the most specific scope wins.

  • POS connections have a Test Connection action, and a circuit that opens after repeated failures so a broken POS cannot slow down ordering. It can be reset from the dashboard once the cause is fixed.
  • Delivery networks have their own connection test and the same circuit behaviour, plus a per-provider performance report at /reports/delivery-network-summary.
  • Messaging failures show up as undelivered messages in the campaign reports rather than as an error on this screen — a wrong key looks like poor engagement until you look.
  • Rotate provider keys on your own schedule, and update them here immediately afterwards — the old key stops working the moment it is rolled.
  • Use a provider account that belongs to the business, not to a person who might leave.
  • Give each integration the narrowest permissions the provider allows.
Symptom Try this
Receipts send but campaigns do not The per-purpose flags — see above
Nothing sends on any channel Confirm the integration is active and its conditions are not scoping it away from the outlet in question
A provider works in one outlet only That is scoping working; widen the conditions
POS sync stopped Test the connection; if the circuit is open, fix the cause and reset it
An integration type is missing from the dropdown It is not enabled in Plugin List
Deliveries are not being offered to a network Check the network’s own priority and connection test

Related: Messaging providers · Delivery networks · POS integrations · Gateway setup

Was this page helpful?