Integrations

Connect AI for Process to 120+ third-party services using OAuth2, API, Bearer, or Basic Auth. Manage connections and integrate with Weights & Biases, Hugging Face, and AWS S3.

The Integrations feature connects your AI for Process account to third-party services. Once connected, use them from the workflow canvas with the Integration node.

AI for Process supports 120+ integrations with the following authentication methods:

• API: Authenticate using a token in headers or query parameters. Used for API Key or Access Token integrations.
• OAuth2: Uses the OAuth2 authorization framework to grant limited access without sharing passwords.
  • Access Token: Temporary token the app uses to access user resources.
  • Scopes: Permissions attached to the token. For example, read:email or write:files.
  • Expires: Tokens become invalid after a set period for security.
  • Refresh Token: Obtains a new access token when the previous one expires, without re-authentication.
• Bearer: Uses a bearer token in the request header, typically within an OAuth2 flow, to access protected resources.
• Basic Auth: Authenticates using a username and password in the request header. Supported for ServiceNow, Freshdesk, Snowflake, Amplitude, and Mixpanel.

Other authentication methods for certain integrations include Basic, Basic with JWT, OAuth1, and custom authentication defined by the service provider. Some providers support multiple authentication methods.

Access Integrations

1. In AI for Process, click Settings in the top menu.

   

2. Click Integrations in the left menu.

Browse Available Integrations

The Integrations page has two tabs:

• All Integrations: Lists available integrations grouped by category. Once you configure a connection, that integration moves to the Connected tab. If you delete the connection, it returns to this list.

  

• Connected: Lists all configured connections.

  

Use the following filters to find an integration:

• Search: Enter the name (full or partial) in the Search field.

  

• Category: Select one or more categories and click Apply to filter by use case (for example, AI and Machine Learning, Marketing, E-commerce).

  

• Authorization: Select one or more authorization types and click Apply to filter by auth method.

  

Toggle between display modes:

• List view: Shows integrations in a table with Connection Name, Description, and Type.

  

• Tile view (default): Shows integrations as cards.

  

Supported Integrations

Integration	Description	Supported Actions	Authorization Types
Acculynx	Data exchange between AccuLynx and third-party applications.	8	API
Active_campaign	Marketing automation, CRM, and email marketing.	7	API
Affinity	CRM focused on relationship intelligence and workflow automation.	20	API
Agencyzoom	P&C insurance agency platform for sales, retention, and performance analytics.	99	API, BASIC WITH JWT
Ahrefs	SEO platform for site audits, keyword research, content analysis, and competitive insights.	40	API
Airtable	Low-code platform for building apps and automating workflows.	17	OAUTH2, BEARER, API
Amplitude	Digital analytics software.	16	BASIC
Apaleo	API-first property management platform for hotels and apartment groups.	29	OAUTH2
Apollo	CRM for managing contacts, leads, and opportunities.	17	API
Asana	Team task and project management.	15	OAUTH2
Attio	Customizable workspace for team relationships and workflows.	56	OAUTH2
AWS S3 Bucket	Connect to AWS S3 buckets.	1	API
Bamboohr	Human resources software as a service.	159	API
Bill	Bill.com API integration.	221	BILLCOM AUTH
Bitbucket	Git-based code hosting with pull requests and team collaboration.	15	OAUTH2
Blackboard	Insights and in-app guidance for Blackboard Learn via Anthology Adopt.	314	OAUTH2
Bolna	Conversational voice agents for customer interactions and support automation.	15	API
Borneo	Data security and privacy platform for sensitive data discovery and remediation.	154	API, OAUTH2
Box	Cloud content management and file sharing.	273	OAUTH2
Brevo	Email marketing, SMS campaigns, and marketing automation.	221	API
Browserbase_workflow	Browsing app that reads a URL and returns its contents.	1	API
Bugbug	Browser-based test automation for testers, developers, and product managers.	4	API
Cal	Meeting coordination with booking pages, calendar syncing, and availability management.	142	API, CALCOM AUTH
Calendly	Appointment scheduling with automated invitations, availability checks, and reminders.	41	OAUTH2
Canva	Canvas LMS API for courses, users, enrollments, and grades.	32	OAUTH2
Canvas	Web-based learning management system for online course delivery and communication.	79	OAUTH2, API
Clickup	Project management with tasks, docs, goals, and chat in a single platform.	126	OAUTH2, API
codeinterpreter	Python coding environment with integrated data analysis and script execution.	4	API
Coinbase	Cryptocurrency trading and management APIs.	6	API
Composio	AI agent and LLM integrations via function calling.	12	API
Composio_search	Web searching and scraping.	12	API
Confluence	Team collaboration and knowledge management.	190	OAUTH2
Contentful	Content platform APIs for managing and delivering content to apps and websites.	3	OAUTH2, API
Crustdata	AI-powered B2B data intelligence with real-time company and people data.	14	API
Coda	Collaborative workspace for documents, workflows, and team productivity.	97	API
Dialpad	Cloud-based business communication with calls, video, messaging, and collaboration.	192	OAUTH2, API
Discord	Instant messaging and VoIP social platform.	169	OAUTH2, BEARER
Discordbot	Automated Discord bots for moderation, notifications, and community engagement.	169	OAUTH2, BEARER
Docusign	eSignature and digital agreement management.	342	OAUTH2
Dropbox	Cloud file storage, synchronization, and sharing.	9	OAUTH2
Dynamics365	Microsoft CRM, ERP, and productivity apps for sales, marketing, and operations.	16	OAUTH2
Elevenlabs	AI voice generation in any language.	59	API
Entelligence	AI-powered insights, recommendations, and predictive analytics.	2	API
Exa	Search service with query execution, similar link discovery, and answer generation.	4	API
Excel	Create and manage Microsoft Excel spreadsheets.	25	OAUTH2
Figma	Collaborative interface design.	44	OAUTH2, API
Firecrawl	Automated web crawling and data extraction at scale.	7	API
Fireflies	Meeting transcription, summarization, search, and voice conversation analysis.	10	API
Flutterwave	Payment APIs for multiple currencies and countries.	2	API
Foursquare	Place search and recommendations from the Foursquare Places database.	5	API
Freshdesk	Customer support platform with automation.	7	BASIC
Gmail	Send and manage emails via Gmail.	21	OAUTH2, BEARER
Gong	Platform for video meetings, call recording, and team collaboration.	54	API
Google_maps	Web mapping with satellite imagery, street maps, and route planning.	4	OAUTH2, API
Googleads	Manage and create Google Ads campaigns.	4	OAUTH2
Googlebigquery	Query BigData with Google BigQuery.	1	GOOGLE SERVICE ACCOUNT
Googlecalendar	Time management and scheduling.	12	OAUTH2, BEARER
Googledocs	Google Docs document management.	5	OAUTH2, BEARER
Googledrive	Google Drive cloud storage.	10	OAUTH2, BEARER
Googlemeet	Google Meet video conferencing.	5	OAUTH2
Googlephotos	Google Photos storage and management.	12	OAUTH2
Googlesheets	Google Sheets web-based spreadsheets.	9	OAUTH2
Googlesuper	Unified access to Google Drive, Calendar, Gmail, Sheets, Analytics, Ads, and more.	93	API, OAUTH2, BEARER
Googletasks	Task management integrated with Gmail and Google Calendar.	11	OAUTH2
Gorgias	E-commerce customer service platform.	32	OAUTH2
Github	Git-based code hosting with issue tracking and CI/CD integrations.	908	OAUTH2
Hackernews	Cybersecurity news with real-time updates and threat intelligence.	6	API
Heygen	AI-powered video creation platform.	35	API
Hubspot	CRM integrating email automation, marketing, and customer service.	229	OAUTH2, BEARER
Hugging Face	Hugging Face ML model integration.	1	API
Intercom	Business messaging for customer communication across app, web, and email.	43	OAUTH2
Jira	Issue and project tracking.	544	OAUTH2, API
Junglescout	Amazon seller product research, sales estimates, and competitive insights.	6	API
Klaviyo	Email and SMS marketing for e-commerce with segmentation and conversion tracking.	231	API, OAUTH2
Kommo	CRM for managing customer relationships, sales pipelines, and business processes.	15	OAUTH2
Linear	Issue management and project tracking.	15	OAUTH2, API
Linkedin	LinkedIn API.	4	OAUTH2
Linkhut	Platform for saving, organizing, and sharing links.	2	OAUTH2
Linkup	Web search for RAG use cases.	1	API
Listennotes	Podcast search engine.	26	API
Lmnt	Text-to-speech and voice cloning API.	7	API
Mailchimp	Email marketing and automation with templates, segmentation, and analytics.	271	OAUTH2
Mem0	AI-driven note-taking, knowledge recall, and productivity workflows.	43	API
Metaads	Meta Marketing API for ad campaigns, ad sets, custom audiences, and analytics.	16	OAUTH2, API
Microsoft_clarity	Free website analytics tool capturing real user behavior.	1	BEARER
Microsoft_teams	Microsoft Teams channel management.	13	OAUTH2
Mixpanel	Analytics platform for user engagement and retention.	19	BASIC
Monday	Cloud-based work operating system for team workflows and projects.	21	OAUTH2
Neon	Serverless Postgres platform for scalable applications.	69	API
Notion	Unified workspace for notes, docs, wikis, and tasks.	23	OAUTH2, API
One_drive	Microsoft OneDrive cloud storage with offline access and real-time collaboration.	7	OAUTH2
Onepage	User and company data enrichment API.	2	API
Open_sea	NFT marketplace for crypto collectibles.	22	API
Outlook	Microsoft email and calendaring with contacts and scheduling.	22	OAUTH2
Pagerduty	Incident, schedule, and alert management.	357	OAUTH2, API
Perplexityai	AI-powered natural language search with domain filtering and real-time streaming.	1	API
Peopledatalabs	B2B data enrichment and identity resolution for user profile building.	14	API
Pipedrive	Sales management with pipeline visualization, lead tracking, and automation.	275	OAUTH2, BEARER
Placekey	Unique identifier generation for physical places.	2	API
PostHog	Open-source product analytics for user interaction and behavior tracking.	358	API
Quickbooks	Cloud-based accounting for finances, income, and expenses.	13	OAUTH2
Ramp	Finance platform for expense management and business insights.	8	OAUTH2
Recallai	Single API for meeting bots on Zoom, Google Meet, and Microsoft Teams.	8	API
Reddit	Post and comment on Reddit.	9	OAUTH2
Resend	Email delivery via Resend API.	18	API
Retellai	Call capture, transcription, and conversation analytics.	10	API
Rocketlane	Customer onboarding and project delivery with shared workspaces and milestones.	6	API
Salesforce	CRM for sales, service, marketing, and analytics.	32	OAUTH2
Search AI	SearchAssist integration.	1	API
Semanticscholar	AI-powered academic search engine for scientific literature.	14	API
Semrush	SEO suite for keyword research, competitor analysis, and Google Ads optimization.	36	API
Sendgrid	Cloud-based email delivery with transactional and marketing email services.	375	API
Sentry	Error tracking and monitoring.	178	BEARER
Serpapi	Real-time search engine results API for SEO and research.	10	API
Servicenow	IT Service Management platform.	5	BASIC
Share_point	SharePoint document management and team collaboration.	6	OAUTH2
Shortcut	Product development work aligned with company objectives.	122	API
Shopify	E-commerce platform for online and in-person sales.	26	API, OAUTH2
Slack	Channel-based messaging with workflow integrations.	174	OAUTH2, BEARER
slackbot	Automated Slack bots for onboarding, FAQs, and team notifications.	174	OAUTH2, BEARER
Snowflake	Snowflake cloud data platform for running queries.	4	BASIC
Stripe	Online payment processing.	19	API
Supabase	Open-source backend with Postgres, authentication, storage, and real-time APIs.	77	OAUTH2, API
Tavily	Advanced search with image inclusion, raw content, and domain filtering.	1	API
Textrazor	Natural language processing API for text analysis.	1	API
Text_to_pdf	Convert text to PDF.	1	API
Tinyurl	URL shortening and link analytics.	1	API
Todoist	Task and project management app.	4	OAUTH2
Trello	Kanban-style project management.	323	OAUTH, BEARER
Twitter	Twitter (now X) social media platform.	72	OAUTH2
Twitter_media	Twitter multimedia workflows for marketing campaigns.	1	OAUTH
Typefully	AI-powered content creation and publishing.	5	API
Weathermap	Weather data, forecasts, and climate mapping.	1	API
Weight & Biases	Weights & Biases ML experiment tracking.	1	API
Whatsapp	Customer messaging and automation via WhatsApp Business API.	5	API
Workiom	Workflow automation and custom application building.	3	API
Yousearch	Web search platform.	1	API
Youtube	YouTube actions and integrations.	11	OAUTH2
Zenrows	Web scraping and data extraction via ZenRows API.	1	API
Zendesk	Customer service and sales platform.	11	OAUTH2
Zoom	Video conferencing with breakout rooms, screen sharing, and integrations.	172	OAUTH2
Zoominfo	Revenue team data platform.	14	BASIC WITH JWT
Zoho	Zoho CRM interactions.	6	OAUTH2

Add a Connection

You can also add a connection directly from the Integration node on the workflow canvas. Learn more.

1. Access Integrations.

2. Select an integration:

   • New connection: In the All Integrations tab, optionally filter by Category and Authorization, then click the required integration.
   • Existing provider: Click the Connected tab and select the provider.

3. Click Add Connection.

   

4. In the configuration window, enter a Connection Name and configure the Authorization Details. Select the authentication type for the connection. Only one auth type is allowed per connection.

   The Pre-authorize the integration option is selected by default, requiring authentication credentials to interact with the service.

   Configure the authorization details based on the selected type:

   OAuth2

   • Select the configured Auth Profile under Custom to authenticate the integration. Learn more about adding auth profiles.

   • Custom auth uses a tailored authentication process set up in AI for Process, as an alternative to standard flows like API or OAuth2.

   • After selecting an auth profile, its credentials populate the corresponding fields such as Redirect URL, Scopes, and Base URL.

   • Re-authentication is not required unless the auth profile is deleted from your account.

   • Connecting to a provider with a deleted auth profile results in an error. Deleted auth profiles no longer appear in the Custom window.

   • Click Authorize to test the integration for the selected auth profile.

     

   Bearer Token

   • Enter the bearer token and any related credentials such as Base URL, API Key, or Bot Token. Required fields depend on the bearer authentication framework of the selected provider.

   • Retrieve these values from the provider’s Admin console > Settings.

   • Click Test to validate the connection.

     

   API

   • Enter the API Key or Access Token. Additional fields may be required based on the provider.

   • Retrieve these values from the provider’s Admin console > Settings.

   • Click Test to validate the connection.

     

   Basic Auth

   • Enter the required credentials. For example, Amplitude requires an API key and API secret.

   • Retrieve these values from the provider’s Admin console > Settings.

   • Click Test to validate the connection.

     
   For other authentication types such as OAuth1, retrieve the required values from the admin console of your provider’s site.

5. Click Save after testing the connection successfully.

   The Save button is available only after you provide all the required inputs.

A success message confirms the connection. The Connections page for the provider lists all configured connections.

Manage Connections

In the Connected tab, you can view, edit, test, and manage all configured connections for a provider.

Each connection entry shows:

• Connection Name: The unique name set during configuration.
• Added By: The admin or user who added the connection.
• Authorization Details: Displays Pre-authorize.
• Integration Type: API, OAuth2, Bearer, Basic Auth, etc.
• Added on: The date the connection was added.
• Action: Test the connection or enable/disable it.

Edit a Connection

You can’t modify the name of a connection. To edit the other details, follow these steps:

1. Access Integrations → Connected → Select the connection.

2. Click the Ellipses icon → Edit.

3. Modify the required fields in the Authorization Details section.

4. (Optional) Click Test to validate.

5. Click Save.

   

Delete a Connection

1. Access Integrations → Connected → Select the connection.
2. Click the Ellipses icon → Delete.
3. Click Delete to confirm.

Deletion is irreversible and removes all associations of the connection from the Platform.

Test a Connection

1. Access Integrations → Connected → Select the connection.

2. Click the Play icon.

   

The connection is validated in the background. Errors are highlighted with a warning icon.

Enable or Disable a Connection

Enabling a connection makes it available for user authentication with the provider and for use in the Integration node on the workflow canvas.

Use the toggle to enable (default) or disable the connection as needed.

Resolve Connection Errors

Errors may occur due to invalid credentials when adding or using a connection.

To view the error:

1. In the Connected tab, select the connection.

2. Click Play to test the connection.

3. Hover over the warning icon to see the reason for the error. Alternatively, click Edit, open the configuration window, and click Test.

   

To resolve the error, click Edit, provide the correct credentials, and then test and save it.

Integrate with Weights and Biases

Connecting to Weights and Biases (WandB) links AI for Process to your WandB account so that fine-tuning data is sent to the WandB console for additional analytics.

1. In AI for Process, click Settings in the top menu.

2. Click Integrations in the left menu.

3. Click Weights & Biases from the integrations list. The section expands.

   

4. Click Add connection. The Weights & Biases dialog opens.

   

5. Enter the following details:

   • Connection name: A unique name for the connection.
   • API key: The unique identifier for your WandB account.

6. Click Test to verify the connection.

   
   • If the connection succeeds, click Confirm to complete the setup.
   • If the connection fails, verify the credentials or cancel the setup.

7. From the connections list, click the Play button to re-test the connection at any time.

   

8. To edit or delete the connection, hover over the connection name and click the three dots icon.

   

Once the WandB connection is set up, the connection name appears in the Weights and Biases section of the Create a Fine-Tuned Model wizard.

Integrate with Hugging Face

Connecting to Hugging Face lets you use publicly available text generation and text-to-text generation models directly in AI for Process. For private or exclusive models, provide your Hugging Face access token to authenticate.

1. In AI for Process, click Settings in the top menu.

2. Click Integrations in the left menu.

3. Click Hugging Face from the integrations list. The section expands.

   

4. Click Add connection. The Hugging Face dialog opens.

   

5. Enter the following details:

   • Connection name: A unique name for the connection.
   • Access token: The unique identifier for your Hugging Face account.

6. Click Test to verify the connection.

   
   • If the connection succeeds, click Confirm to complete the setup.
   • If the connection fails, verify the credentials or cancel the setup.

7. From the connections list, click the Play button to re-test the connection at any time.

   

8. To edit or delete the connection, hover over the connection name and click the three dots icon.

   

• Once the connection is set up, the connection name appears in the dropdown when selecting and deploying an open-source model.
• If you delete a Hugging Face connection used for a model’s deployment, the system prompts you to select a new connection on redeployment.

Integrate with AWS S3 Bucket

Connecting to AWS S3 lets you import files from your S3 bucket and use them in AI for Process workflows.

1. In AI for Process, click Settings in the top menu.

2. Click Integrations in the left menu.

3. Click AWS S3 bucket from the integrations list. The section expands.

   

4. Click Add connection. The AWS S3 bucket dialog opens.

   

5. Enter the following details:

   • Connection name: A unique name for the connection.
   • Access key: The unique identifier for your AWS account.
   • Secret key: The confidential key paired with the Access Key ID.
   • Bucket name: The bucket name configured in the S3 console.

6. Click Test to verify the connection.

   • If the connection succeeds, click Confirm to complete the setup.
   • If the connection fails, verify the credentials or cancel the setup.

7. From the connections list, click the Play button to re-test the connection at any time.

Use S3 Files in the Workflow Builder

Once the S3 connection is set up, you can use the imported files in the Workflow Builder canvas:

1. Create an Input variable with type Remote File.
2. Add an API node and point to the remote file using the URL field.

The file content is available in the context object and can be accessed in any subsequent nodes.