Add New Integration
  • 19 Apr 2022
  • 1 Minute To Read
  • PDF

Add New Integration

  • PDF


Add and configure external systems to further improve your Customer and Agent experience in Gladly.

  1. Click the menu icon on the top left corner of the screen.
  2. Click Settings.
  3. Under the App Developer Tools categoryclick Apps. The Apps page will show you a list of Integrations you currently have, both active and inactive.
  4. Click Add App.
  5. From the list, select which app you'd like to configure.
    • Depending on the app you selected, setup instructions are found on the list of integrations partners.
    • Integrations not built and maintained by Gladly may not be available to be added directly in the UI or can only be added through the custom setup.

Visit Integration Partners List to learn who built and maintains an integration and information on how to connect the app to Gladly.

See Transaction Cards to learn how Customer data from other apps are shown in Gladly.

See Custom Lookup Adapter to learn about building your own lookup adapter.

Add multiple instances of the same app using Transaction Cards

If you have multiple instances of apps like Shopify, you'd probably want to have those instances linked to Gladly so you can display relevant Customer information from each instance. Suppose you have Shopify North America and Shopify Europe; you can have each instance shown in their own ORDER card.

Watch Out - Not all apps support multiple instances
Take note that not all apps support multiple connections to Gladly.

Adding new Transaction Cards or new Transaction Types requires Professional Services assistance. Contact Gladly Support if you have questions.

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