Before using the Integrations task, you must first set up your integrations in the Integrations Marketplace. Once configured there, they’ll appear as options when you add an Integrations task to your workflow.
Key Capabilities
Pre-Configured Integrations
Use integrations you’ve already set up in the Integrations Marketplace.
36,000+ Actions
Choose from a comprehensive library of pre-built actions for each integration.
Secure Credentials
Credentials are managed in the marketplace and securely reused in workflows.
Two-Way Data Flow
Import data into your workflow or export results to external services.
How It Works
1
Configure integrations in the marketplace
Go to the Integrations Marketplace from the left navigation. Search for the service you need, connect your credentials, and configure the integration.
2
Add the Integrations task to your workflow
In the Builder, drag an Integrations task into your workflow where you need to connect to an external service.
3
Select your pre-configured integration
Choose from the integrations you’ve already set up in the marketplace. Only configured integrations will appear as options.
4
Choose an action
Pick what you want to do—like “Get File”, “Send Message”, “Create Row”, or “Upload File”.
5
Set the parameters
Fill in the details the action needs—like a file path, channel ID, or spreadsheet name. You can use variables from earlier tasks.
6
Test it
Run a preview to make sure the integration works correctly.
When to Use It
Use the Integrations task when you need to connect your workflow to an external service:- Pull documents from Google Drive for AI processing
- Push results to Google Sheets or databases
- Send notifications to Slack or Email
- Fetch or upload files to AWS S3
- Connect to enterprise systems like SAP, Workday, or Epic
Tips for Better Results
Set up integrations before building workflows
Set up integrations before building workflows
Configure all the integrations you need in the Integrations Marketplace before you start building your workflow. This makes it easier to select them when adding Integrations tasks.
Test with preview first
Test with preview first
Before activating your workflow, run a preview to verify:
- The credentials work
- The file path or ID is correct
- The data flows as expected
Handle failures gracefully
Handle failures gracefully
Sometimes external services become unavailable or permissions change. Consider adding a Decision Agent after your integration to check if it succeeded before continuing.