Available integrations
| Integration | What your agent can do |
|---|---|
| Airtable | Read, create, and update records in your bases |
| Gmail | Send emails and create drafts |
| Google Sheets | Read and write rows in spreadsheets |
| HubSpot | Create and update contacts, deals, and tickets |
| Make | Trigger scenarios and pass data to automations |
| Salesforce | Create and update contacts, leads, and cases; add comments to cases |
| Shopify | Look up orders, products, and customers; cancel and update orders; update customer info |
| Twilio | Send SMS messages |
| Zendesk | Create, find, and update tickets; add comments; look up users, groups, and organizations |
Setting up an integration
Connect to the provider
You can add, or connect an integration tools directly from within a playbook.
You can also add integration tools from within a workflow using the Integration step, or from the tools CMS tab. Integrations can be managed centrally in Settings → Integrations.
Authenticate
Follow the OAuth flow or enter API credentials to connect your account. Each integration has its own authentication method.
Using integration tools
There are two ways to use an integration tool:In a playbook
Add integration tool to a playbook’s Tools editor. The agent will call its actions autonomously when it determines they’re needed based on the conversation context and your playbook instructions.
In a workflow
Drag an integration step onto the canvas and select the specific tool you want to run. Input variables are mapped explicitly in the step config — the agent doesn’t decide whether to call it, the workflow executes it at that point in the flow every time. Use this when the action is part of a fixed process — for example, always creating a Salesforce case after collecting a complaint, or always sending a confirmation email through Gmail after a booking is made.
Quickstart
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