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TORQDocumentation

Create an integration

Before you start

Select the partner entity and the relevant manager program. Confirm application or program approval, source vault, share class, current experience or wrapper, and the authority required by the action.

Follow the task

  1. Open Integrations and choose the supported creation action for the approved program.

  2. Select the saved source opportunity or vault and configure the required experience fields.

  3. Save the integration and reopen its record before using its generated configuration or deployment instructions.

Create an integration: actual product controls.
Create an integration: product controls ยท Product interface with sample records. Select the image to open it at full size.

Related settings

Use the detailed procedure for the task's field meanings, conditional paths, and operating constraints.

The Partner pages and controls lists the current application locations, registered input controls, and supported action inputs. Read-only values are distinguished from editable forms.

Check the outcome

After a change, use its operation or transaction reference to find the saved record. Reload before relying on new values.

A pending approval or signature shows progress. Check the action-specific result described in the procedure.

Resolve a blocked task

Check the active account, entity, network, authority, required saved dependencies, validation, and data freshness. If an operation is already pending, inspect it before submitting another action.

Use Troubleshooting for missing records, expired items, stale sources, rejected wallet steps, and delayed saved state.

Return to Partner common tasks.