Integration

Manage Dinamize Integration

You can deactivate the integration with Dinamize and also check the history of changes made (audit).


On this page:

  • Deactivate Integration with Dinamize

  • Consult Audit

    • Consult Audit filters


Before you begin, you need to…

Deactivate Integration with Dinamize

You can deactivate the integration with Dinamize if you no longer intend to use Autoresponders.

By deactivating this integration, Guru will stop passing along captured leads from the corresponding Dinamize mapping.

Steps:

1 - In the side menu, access Settings > Integrations > Autoresponders > Dinamize.

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2 - Switch the Active button to the off position.

dinamize-deactivate.png
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3 - Click Send.


Consult Audit

As a security measure, Guru stores a history of all operations performed in the integration, identifying the user, date/time of the operation, and other details.

Steps:

1 - In the side menu, access Settings > Integrations > Autoresponders > Dinamize.

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2 - Click on the Audit tab.

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3 - The activities are displayed on a timeline (from most recent to oldest).

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4 - If desired, you can view the activity details by clicking on its title.

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5 - Click on one of the available sections to view the data:

Detail

Displays detailed information for the activity in question.

  1. ID: identification number (ID) of the update;

  2. Type of change made;

  3. Created at: date of activity record.

dinamize-audit-detail.png
User

Displays information about the user who performed the action.

  1. Name: name of the user who performed the operation;

  2. Email: email of the user who performed the operation.

dinamize-audit-user.png
Infrastructure

Displays infrastructure information (country, IP, user agent…) for the related activity.

  1. Country, Region, City, Latitude & Longitude: location of the device that performed the activity;

  2. IP: IP address of the device;

  3. User Agent: identification of the user agent that performed the operation.

dinamize-audit-infrastructure.png

Consult Audit filters

You can use filters to view a smaller subset of existing audits. This feature is useful for finding specific audits you want to view.

By default, only records from the last 28 days will be shown, but the period can be changed in the filters, under the Period field.

Steps:

1 - In the side menu, access Settings > Integrations > Autoresponders > Dinamize.

menu-integrations-autoresponders-dinamize.png

2 - Click on the Audit tab.

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3 - In Audit, click on Filters.

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4 - Fill in one or more filter options:

  1. Period: searches for audits registered within the selected period - you can use the predefined time range buttons or select the date you wish to view;

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5 - Click Filter.

You can view the number of applied filters and, when using them, you will be able to clear them without accessing the Filters icon again, making it easier to remove the selection.

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