Building Your Own Integration
This guide describes how you, as a developer or citizen integrator, can build your own (BYO) integration using the Deltek Unionpoint Integration Platform.
Prerequisites
- Get started with the Unionpoint Portal.
- Complete the recommended
Workato Automation Pro certificate courses.
Note: Deltek recommends that you complete the Automation Pro I and II certificate courses, at least.
- Confirm that you have appropriate access to the Integration Platform.
- Confirm that you have appropriate project location set up in the Integration Platform.
- Familiarize yourself with Unionpoint overview.
- Familiarize yourself with Unionpoint concepts.
- Familiarize yourself with Workato concepts.
- Familiarize yourself with Unionpoint best practices.
Tasks
| Step | Task | See |
|---|---|---|
| 1 | In the Integration Platform, create a workflow (or recipe). | Workato: Building Recipes |
| 2 | Create app connections (or connections). | Workato: Creating Connections |
| 3 | Set up a trigger for your recipe. | Workato: Triggers |
| 4 | Set up steps for your recipe. | Workato: Steps |
| 5 | Test, start, and stop your recipe. | Workato: Testing, Starting, and Stopping Recipes |