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Best practices to create an integration flow

When starting a flow for integration, you must have a clear objective, that is, you must know what the final answer your user will get with the step-by-step you are going to create.

Some recommendations in the process are:

  1. Define the intention that will trigger the integration, e.g.: I want to schedule an appointment.
  2. Map the path that the user must follow to achieve the specific answer.
  3. Evaluate possible user errors at each step. Ask yourself what happens if the user makes a mistake when completing a step, e.g.: Did not add the document number correctly What response does your API have configured for this and other errors? If the API does not have a response, should we generate it from the integration?
  4. Incorporate endpoints, APIs, and authorization tokens, required at each step.
  5. Add the corresponding texts at each stage of integration to centralize the information.

See the example below: ⬇

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