Integrations
The Integrations module allows you to connect external services to extend the platform’s capabilities and supercharge your workflow. By connecting third-party tools, you can automate workflows, sync data, and add features like payment processing or messaging without building them from scratch.
To access this section, click Integrations in the left-hand sidebar menu.
Managing Integrations
Section titled “Managing Integrations”The main dashboard provides an overview of your external connections. You can filter the view using the tabs at the top:
- All: Shows every available integration.
- Connected: Displays only the services currently active and configured in your workspace.
- Not Connected: Displays available services that have not yet been set up.
Adding an Integration
Section titled “Adding an Integration”To connect a new service:
- Click the + Add Integration button.
- A selection modal will open. You can scroll through the list or use the Search bar to find a specific tool.
- Select the desired provider to begin the configuration process (usually requiring API keys or OAuth authentication).
Integration Catalog
Section titled “Integration Catalog”The following is a complete list of third-party services available or scheduled for the platform.
| Provider | Description |
|---|---|
| Chargebee | Subscription billing and revenue management platform for SaaS businesses. |
| ChatGPT | OpenAI’s conversational AI model for natural language understanding and generation. |
| Claude | Anthropic’s AI assistant focused on safety, accuracy, and helpful conversation. |
| GitHub | Development platform for version control, code collaboration, and CI/CD. |
| Microsoft Teams | Unified communication and collaboration platform integrated with Microsoft 365. |
| Plaid | Financial services API platform for connecting applications to users’ bank accounts. |
| QuickBooks | Cloud-based accounting software for small and medium-sized businesses. |
| SendGrid | Cloud-based email delivery platform for transactional and marketing emails. |
| Slack | Business communication platform for team collaboration and messaging. |
| Stripe | Online payment processing platform for internet businesses. |
| Twilio | Cloud communications platform for building SMS, voice, and messaging applications. |
| Zapier | Automation platform connecting apps and services through workflows. |