Overview

Integrations connect your workflows to external services—CRMs, ERPs, cloud storage, communication tools, and more. Once connected, you can read data, create records, and trigger actions in those systems.

How Integrations Work

1. Connect — Authenticate with the service (usually OAuth)
2. Use in workflows — Integration actions appear in the action library
3. Access data — Read from and write to the connected service

Integrations handle authentication automatically. You don't manage tokens or refresh flows—just connect once and use.

Connecting an Integration

1. Go to Settings Integrations
2. Find the service you want to connect
3. Click Connect
4. Authorize access in the popup
5. The integration is now available in your workflows

Using Integrations in Workflows

Once connected, integration actions appear in the action library when building workflows. Each integration provides actions relevant to that service.

Example: Google Sheets

After connecting Google Sheets, you can:

• Read rows — Pull data from a spreadsheet into your workflow
• Append rows — Add new rows with workflow data
• Update rows — Modify existing records

A workflow might extract invoice data, then append a row to a Google Sheet with the vendor, amount, and date.

Example: Slack

After connecting Slack, you can:

• Send message — Post to a channel or DM
• Create channel — Set up new channels programmatically

A workflow might send a Slack message when an intervention is waiting for review.

Integration vs HTTP Call

Both connect to external services, but:

Use integrations when available—they're easier and handle edge cases. Use HTTP Call for services without integrations or custom API endpoints.

Managing Connections

Viewing Connections

Go to Settings Integrations to see:

• Connected services
• Connection status
• When it was connected
• Who connected it

Refreshing Connections

If a connection stops working:

1. Find it in Integrations settings
2. Click Reconnect
3. Re-authorize access

This handles expired tokens or permission changes.

Disconnecting

To remove an integration:

1. Find it in settings
2. Click Disconnect
3. Confirm

Organization-Wide Connections

Integrations are connected at the organization level. Once someone connects a service, all workflows in the organization can use it (subject to permissions).

This means:

• One connection serves all workflows
• Reconnecting fixes all workflows using that integration
• Disconnecting affects all workflows

Best Practices

Custom Integrations

For services without built-in integrations:

1. HTTP Call — Use the HTTP Call action with manual authentication
2. Webhooks — Many services can send webhooks to trigger your workflows
3. Contact us — Request new integrations for commonly-needed services