Integration Presets
Presets are reusable templates for recurring integration scenarios. Use them to accelerate implementation and keep payload mapping consistent across teams.
Planned preset catalog
- Invoice Ingest: source invoice event to
POST /expenses. - Monthly Sync: compare source system totals with
GET /expenses. - Category Bootstrap: sync taxonomy and validate allowed category names.
Preset catalog table
Capture preset list with version, status, and import action.
Suggested file: /help/screenshots/developers/presets/catalog-table.png
Next step
Add one preset as full runnable recipe first (n8n or Zapier), then expand catalog with versioned templates.