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Description
🔗 Workflow Integrations System
📋 Overview
This feature implements a comprehensive integration system for executing workflow actions across multiple third-party services. The system enables OpenSyte workflows to interact with external platforms including communication services (WhatsApp, Slack), productivity tools (Calendar, File Storage), and more.
🎯 Goals
- Unified interface for managing authentication across all integrations
- Robust rate limiting, error handling, and retry mechanisms
- Secure credential management and compliance support
- Scalable architecture supporting multiple integration types
📱 WhatsApp Business API Integration
User Story: As a business owner, I want to send automated WhatsApp messages through workflows so that I can engage customers on their preferred messaging platform.
✅ Acceptance Criteria
- Business API Integration - Integrate with WhatsApp Business API for message sending
- Business Verification - Handle business verification and phone number registration process
- Message Types - Support text, media, and template messages with proper formatting
- Template Validation - Validate template approval status and required parameters
- Webhook Handling - Process customer responses and maintain conversation context
- Rate Limiting - Respect WhatsApp's messaging policies and quota restrictions
- Compliance - Enforce opt-in requirements and proper message categorization
💬 Slack Integration
User Story: As a team member, I want workflows to send notifications to Slack channels so that the team stays informed about important business events.
✅ Slack Integration Criteria
- Slack Support - Enable sending notifications to Slack channels
- OAuth Authentication - Implement secure Slack workspace authentication via OAuth
- Rich Messaging - Support Slack Block Kit for rich message formatting and interactive elements
- Permission Validation - Validate Slack channel permissions and bot access rights
- Retry Logic - Implement retry mechanisms and fallback notification methods
- Interactive Elements - Handle Slack button clicks, slash command responses, and message actions
- Token Management - Handle Slack token refresh and permission updates automatically
📅 Calendar Integration
User Story: As a project manager, I want workflows to create and manage calendar events so that scheduling can be automated based on business processes.
✅ Calendar Integration Criteria
- Multi-Provider Support - Support Google Calendar and Outlook integration
- Event Management - Handle event creation with details, attendees, and recurrence
- Availability Checking - Check availability and handle scheduling conflicts
- Event Notifications - Send appropriate notifications when events are modified
- Token Refresh - Implement automatic token refresh and re-authentication flows
- Timezone Handling - Accurately handle timezone conversion across regions
- API Quotas - Respect calendar API quotas and rate limits
🔐 Authentication and Security Management
User Story: As a system administrator, I want secure authentication for all integrations so that organizational data remains protected.
✅ Security Management Criteria
- Auth Methods - Support OAuth 2.0, API keys, and token-based authentication
- Data Encryption - Encrypt sensitive data at rest and in transit
- Token Refresh - Automatically refresh tokens when possible
- Error Handling - Provide clear error messages and re-authentication flows
- Permission Updates - Validate and update integration capabilities dynamically
- Security Monitoring - Revoke access and notify administrators of breaches
- Compliance Support - Support audit logging and access controls
⚡ Rate Limiting and Error Management
User Story: As a workflow administrator, I want robust error handling and rate limiting so that integrations remain stable and reliable.
✅ Error Management Criteria
- Intelligent Rate Limiting - Implement smart rate limiting and request queuing
- Error Categorization - Classify errors as temporary, permanent, or configuration issues
- Retry Strategy - Implement exponential backoff with jitter for retries
- Failure Handling - Log failures and notify administrators when max retries reached
- Circuit Breaker - Implement circuit breaker patterns for service unavailability
- Health Monitoring - Provide integration health dashboards and alerts
- Debug Logging - Maintain detailed execution logs and error traces
⚙️ Integration Configuration and Management
User Story: As an organization administrator, I want to easily configure and manage all integrations so that workflows can be set up efficiently.
✅ Configuration Management Criteria
- Unified Interface - Provide centralized configuration interface for all integrations
- Connection Testing - Offer connection testing and validation tools
- Credential Management - Support credential rotation and expiration warnings
- Usage Analytics - Provide usage analytics and cost tracking dashboards
- Diagnostic Tools - Offer troubleshooting tools and error analysis
- Multi-Account Support - Support multiple accounts per integration type
- Audit Trails - Provide comprehensive integration audit trails and reports
🏗️ Technical Requirements
Architecture
- Modular integration system with plugin-like architecture
- Event-driven workflow execution with proper error boundaries
- Secure credential storage with encryption at rest
Performance
- Async processing for all external API calls
- Intelligent batching for bulk operations
- Caching layer for frequently accessed data