Integration with Third-party Services

The Integrations feature allows you to connect the Agent Platform to third-party services and use their features seamlessly within your account. This extends the platform’s capabilities to leverage these services and build high-quality AI applications. Once you add a connection for an integration, you can link it to the Integration node in the Tool Flow canvas. This allows you to seamlessly use third-party services while building your tool automation. Learn more about the Integration node.

The Agent Platform supports over 120 integrations across various categories. Each integration is secured by an authorization mechanism supported by the third-party service, which validates the user’s identity before accessing account resources, such as apps or files. The three primary auth methods supported for integrations include:

• API: A simple token is passed in the request (usually in headers or query parameters) to authenticate the user or app trying to access an API.
• OAuth2: Uses the OAuth2 industry-standard authorization framework to grant limited access to resources on a service without sharing passwords. The auth method uses the following concepts:
  • Access Token: A temporary token that the app uses to access the user’s resources.
  • Scopes: Permissions tied to the token (e.g., "read email", "write files").
  • Expires: Tokens often have a time limit for security.
  • Refresh Token: A token used to get a new access token when the old one expires.
• Bearer: API authentication where the client sends a token (called a bearer token) in the request header to access protected resources after a successful login or authorization (usually via OAuth 2.0). The server checks the token to verify if the request is allowed.

Note

• Other authentication methods supported for specific integrations include Basic, Basic with JWT, OAuth1, and custom authentication defined by the service provider.
• Some providers may support multiple authentication methods, allowing flexibility based on your integration needs

Access Integrations

To access the feature, navigate to the Settings console and click Integrations on the left navigation menu.

Key Features

The features supported on the Integrations page include:

• All Integrations and Connected Tabs

  Click the All Integrations tab to view the list of available integrations based on the category you choose, and add a connection using the supported auth method. Some of the AI-based integrations include AWS S3 Bucket, Weight & Biases, and Hugging Face.

  Once a service connection is configured and established, the integration appears in the Connected section and is removed from the All Integrations list. If you delete the connection, the integration will be listed again under All Integrations.

• Search Integration: Enter the integration name in the Search field to find it in the list. Results will appear for both full and partial matches.

• Category Dropdown List: The Agent Platform supports multiple categories based on the purpose of the integration, such as AI and Machine Learning, Marketing and Social Media, E-commerce, and more. Select the relevant category or categories in the list and click Apply to view the corresponding integrations.

• Authorization Dropdown List: The available types for authentication methods are API, OAuth2, and Bearer. Refer to the overview section for more details. Select the required option(s) and click Apply to view the relevant integrations.

• List View: Click this icon to view the available integration options as a list with the following information:

  • Connection Name: The service provider’s name.
  • Description: A brief description of the purpose or type of integration.
  • Type: The authorization method.

• Tile View: This is the default view. Click this icon to view all the integrations as individual cards.

Supported Integrations

The following third-party integrations are available on the Agent Platform:

INTEGRATION	DESCRIPTION	SUPPORTED ACTIONS	SUPPORTED AUTHORIZATION TYPE(S)
Acculynx	Using the AccuLynx API, data can be seamlessly exchanged between AccuLynx and other applications for greater efficiency and productivity.	8	API
Active_campaign	ActiveCampaign provides APIs for marketing automation, customer relationship management (CRM), and email marketing.	7	API
Affinity	CRM focused on relationship intelligence, with other tools and systems. This allows for data synchronization, workflow automation, and the sharing of relationship insights across different platforms.	20	API
Agencyzoom	AgencyZoom is for the P&C insurance agent that is looking to increase sales, boost retention, and analyze agency & producer performance.	99	API BASIC WITH JWT
Ahrefs	Ahrefs is an SEO and marketing platform offering site audits, keyword research, content analysis, and competitive insights to improve search rankings and drive organic traffic.	40	API
Airtable	Airtable is a low‒code platform that helps build next generation apps. Move beyond rigid tools, operationalize your critical data, and reimagine workflows with AI.	17	OAUTH2 BEARER API
Amplitude	Amplitude Inc. is an American publicly trading company that develops digital analytics software.	16	BASIC
Apaleo	API-first property management platform empowering hotel & apartment groups to create the ultimate experience for guests & staff.	29	OAUTH2
Apollo	Apollo is a CRM tool that allows you to manage your contacts, leads, and opportunities.	17	API
Asana	Tool to help teams organize, track, and manage their work.	15	OAUTH2
Attio	Attio is a fully customizable workspace for your team's relationships and workflows.	56	OAUTH2
AWS S3 Bucket	\ Connect to your users' AWS S3 bucket set.	1	API
Bamboohr	BambooHR is an American technology company that provides human resources software as a service.	159	API
Bill	Integration with Bill.com API.	221	BILLCOM AUTH
Bitbucket	Bitbucket is a Git-based code hosting and collaboration platform supporting private and public repositories, enabling teams to manage and review code through pull requests and integrations.	15	OAUTH2
Blackboard	Anthology Adopt powered by Pendo allows institutions to gain insights on Blackboard Learn usage and take action through in-app messages, digital walkthrough guides, and tooltips.	314	OAUTH2
Bolna	Create conversational voice agents using Bolna AI to enhance interactions, streamline operations, and automate support.	15	API
Borneo	Borneo is a data security and privacy platform designed for sensitive data discovery and remediation.	154	API OAUTH2
Box	Cloud content management and file sharing service for businesses.	273	OAUTH2
Brevo	Brevo (formerly Sendinblue) delivers email marketing, SMS campaigns, and marketing automation solutions, empowering businesses to nurture leads, engage audiences, and drive conversions.	221	API
Browserbase_tool	A browsing app that gets a URL, reads its contents, and returns it.	1	API
Bugbug	BugBug is a modern browser-based app for software testers, developers, or product managers in need of quick & reliable test automation.	4	API
Cal	Cal simplifies meeting coordination by providing shareable booking pages, calendar syncing, and availability management to streamline the scheduling process.	142	API CALCOM AUTH
Calendly	Calendly is an appointment scheduling tool that automates meeting invitations, availability checks, and reminders, helping individuals and teams avoid email back-and-forth.	41	OAUTH2
Canva	The Canvas API provides programmatic access to various learning management features of the Canvas platform, including courses, users, enrollments, grades, and more. It supports OAuth2 for secure authentication and authorization.	32	OAUTH2
Canvas	A web-based learning management system, or LMS used by learning institutions, educators, and students to access and manage online course learning materials and communicate about skill development and learning achievement.	79	OAUTH2 API
Clickup	ClickUp unifies tasks, docs, goals, and chat in a single platform, allowing teams to plan, organize, and collaborate across projects with customizable workflows.	126	OAUTH2 API
codeinterpreter	CodeInterpreter extends Python-based coding environments with integrated data analysis, enabling developers to run scripts, visualize results, and prototype solutions inside supported platform.	4	API
Coinbase	Coinbase provides APIs for cryptocurrency trading and management.	6	API
Composio	Composio enables AI Agents and LLMs to authenticate and integrate with various tools via function calling.	12	API
Composio_search	Composio Search is an all-in-one tool for searching and scraping the web.	12	API
Confluence	A tool for team collaboration and knowledge management.	190	OAUTH2
Contentful	Contentful provides a content platform with APIs for managing and delivering content to apps and websites.	3	OAUTH2 API
Crustdata	CrustData is an AI-powered data intelligence platform that provides real-time company and people data via APIs and webhooks, empowering B2B sales teams, AI SDRs, and investors to act on live signals.	14	API
Coda	Collaborative workspace platform that transforms documents into powerful tools for team productivity and project management	97	API
Dialpad	Cloud-based communication platform used for business interactions, providing features like voice calls, video meetings, messaging, and collaboration.	192	OAUTH2 API
Discord	An instant messaging and VoIP social platform.	169	OAUTH2 BEARER
Discordbot	Discordbot refers to automated programs on Discord servers, performing tasks like moderation, music playback, and user engagement to enhance community interactions.	169	OAUTH2 BEARER
Docusign	DocuSign provides eSignature and digital agreement solutions, enabling businesses to send, sign, track, and manage documents electronically.	342	OAUTH2
Dropbox	Dropbox is a file hosting service that offers cloud storage, file synchronization, personal cloud, and client software.	9	OAUTH2
Dynamics365	Dynamics 365 from Microsoft combines CRM, ERP, and productivity apps to streamline sales, marketing, customer service, and operations in one integrated platform.	16	OAUTH2
Elevenlabs	Create natural AI voices instantly in any language - perfect for video creators, developers, and businesses.	59	API
Entelligence	Entelligence leverages artificial intelligence to provide insights, recommendations, and predictive analytics for businesses seeking data-driven decision-making capabilities.	2	API
Exa	The Exa class extends the base Tool class to interact with the Exa Search service, offering actions like Search, Similarlink, and Answer. These actions enable querying, finding similar links, and generating answers from search results. Currently, no triggers are defined, but they can be added as needed to enhance functionality.	4	API
Excel	Connect to Excel to create and manage spreadsheets.	25	OAUTH2
Figma	A collaborative interface design tool.	44	OAUTH2 API
Firecrawl	Firecrawl automates web crawling and data extraction, enabling organizations to gather content, index sites, and gain insights from online sources at scale.	7	API
Fireflies	Fireflies.ai helps your team transcribe, summarize, search, and analyze voice conversations.	10	API
Flutterwave	Flutterwave provides APIs for making and receiving payments in various currencies and countries.	2	API
Foursquare	Search for places and place recommendations from the Foursquare Places database.	5	API
Freshdesk	A customer support platform that provides helpdesk support with all the smart automations to get things done faster.	7	BASIC
Gmail	Connect to Gmail to send and manage emails.	21	OAUTH2 BEARER
Gong	Gong is a platform for video meetings, call recording, and team collaboration.	54	API
Google_maps	Google Maps is a web mapping platform and consumer application offering satellite imagery, aerial photography, street maps, 360° interactive panoramic views of streets, real-time traffic conditions, and route planning for traveling by foot, car, bike, air, and public transportation.	4	OAUTH2 API
Googleads	Connect to Google Ads to manage and create campaigns.	4	OAUTH2
Googlebigquery	Connect to BigQuery to query BigData.	1	GOOGLE SERVICE ACCOUNT
Googlecalendar	Google Calendar is a time-management and scheduling calendar service developed by Google.	12	OAUTH2 BEARER
Googledocs	Connect to Google Docs to perform various document-related actions.	5	OAUTH2 BEARER
Googledrive	Connect to Google Drive account.	10	OAUTH2 BEARER
Googlemeet	Google Meet is a video conferencing tool developed by Google.	5	OAUTH2
Googlephotos	Google Photos is a photo and video storage service that is part of the Google Drive office suite.	12	OAUTH2
Googlesheets	Google Sheets is a web-based spreadsheet program that is part of the Google Drive office suite.	9	OAUTH2
Googlesuper	Google Super App combines all Google services including Drive, Calendar, Gmail, Sheets, Analytics, Ads, and more, providing a unified platform for seamless integration and management of your digital life.	93	API OAUTH2 BEARER
Googletasks	Google Tasks provides a simple to-do list and task management system integrated into Gmail and Google Calendar for quick and easy tracking.	11	OAUTH2
Gorgias	Integration for Gorgias, focusing on e-commerce enhancements.	32	OAUTH2
Github	GitHub is a code hosting platform for version control and collaboration, offering Git-based repository management, issue tracking, and continuous integration features.	908	OAUTH2
Hackernews	Cybersecurity news platform, delivering real-time updates, threat intelligence, data breach reports, expert analysis, and more.	6	API
Heygen	HeyGen is an innovative video platform that harnesses the power of generative AI to streamline your video creation process.	35	API
Hubspot	HubSpot is an inbound marketing, sales, and customer service platform integrating CRM, email automation, and analytics to facilitate lead nurturing and seamless customer experiences.	229	OAUTH2 BEARER
Hugging Face	Connect to your users' Hugging face setup.	1	API
Intercom	A messaging platform that allows businesses to communicate with prospective and existing customers within their app, on their website, through social media, or via email.	43	OAUTH2
Jira	Jira API tool.	544	OAUTH2 API
Junglescout	Jungle Scout assists Amazon sellers with product research, sales estimates, and competitive insights to optimize inventory, pricing, and listing strategies.	6	API
Klaviyo	Klaviyo is a data-driven email and SMS marketing platform that allows e-commerce brands to deliver targeted messages, track conversions, and scale customer relationships.	231	API OAUTH2
Kommo	Kommo CRM (formerly amoCRM) integration tool for managing customer relationships, sales pipelines, and business processes. This tool enables the automation of various CRM operations.	15	OAUTH2
Linear	Connect to Linear to create and manage issues, list projects, teams, and more.	15	OAUTH2 API
Linkedin	Connect to Linked to send and manage emails.	4	OAUTH2
Linkhut	Linkhut is a platform that allows users to save, organize, and share links.	2	OAUTH2
Linkup	Search the Web for Relevant Results (RAG Use Case).	1	API
Listennotes	The best podcast search engine.	26	API
Lmnt	LMNT is an API for text-to-speech and voice cloning.	7	API
Mailchimp	Mailchimp is an email marketing and automation platform providing campaign templates, audience segmentation, and performance analytics to drive engagement and conversions.	271	OAUTH2
Mem0	Mem0 assists with AI-driven note-taking, knowledge recall, and productivity tools, allowing users to organize, search, and generate content from stored information.	43	API
Metaads	Meta Ads Marketing API Integration This tool provides access to Meta's Marketing API for managing ad campaigns, ad sets, ads, and custom audiences, as well as retrieving insights and analytics.	16	OAUTH2 API
Microsoft_clarity	Microsoft Clarity is a free, easy-to-use tool that captures how real people use your site.	1	BEARER
Microsoft_teams	Connect to Microsoft Teams to manage channels.	13	OAUTH2
Mixpanel	Mixpanel is an analytics platform that helps companies measure user engagement and retention.	19	BASIC
Monday	Monday is a cloud-based work operating system where teams create workflow apps in minutes to run their processes, projects, and everyday work.	21	OAUTH2
Neon	Postgres, on a serverless platform designed to help you build reliable and scalable applications faster.	69	API
Notion	Notion centralizes notes, docs, wikis, and tasks in a unified workspace, letting teams build custom workflows for collaboration and knowledge management.	23	OAUTH2 API
One_drive	OneDrive is Microsoft’s cloud storage solution enabling users to store, sync, and share files across devices, offering offline access, real-time collaboration, and enterprise-grade security.	7	OAUTH2
Onepage	API for enriching user and company data, providing endpoints for token validation and generic search.	2	API
Open_sea	OpenSea is the world's first and largest NFT marketplace for NFTs and crypto collectibles.	22	API
Outlook	Outlook is Microsoft’s email and calendaring platform integrating contacts, tasks, and scheduling, enabling users to manage communications and events in a unified workspace.	22	OAUTH2
Pagerduty	Integrate PagerDuty to manage incidents, schedules, and alerts directly from your application.	357	OAUTH2 API
Perplexityai	The Perplexity tool interfaces with Perplexity AI's search service, offering advanced natural language processing for sophisticated searches. The PerplexityAISearch action allows for: - Query execution with AI models tailored to various search tasks. - Search customization through parameters affecting content generation. - Domain filtering to enhance search precision. - Real-time response streaming for dynamic applications. This action is highly configurable for a tailored search experience, suitable for a wide range of AI-driven applications.	1	API
Peopledatalabs	PeopleDataLabs provides B2B data enrichment and identity resolution, empowering organizations to build enriched user profiles and validate customer information.	14	API
Pipedrive	Pipedrive is a sales management tool built around pipeline visualization, lead tracking, activity reminders, and automation to keep deals progressing.	275	OAUTH2 BEARER
Placekey	Placekey provides APIs for generating unique identifiers for physical places, enabling easy data matching and entity resolution.	2	API
Posthog	PostHog is an open-source product analytics platform tracking user interactions and behaviors to help teams refine features, improve funnels, and reduce churn.	358	API
Quickbooks	Quickbooks is a cloud-based accounting software that helps you manage your finances, track your income and expenses, and get insights into your business.	13	OAUTH2
Ramp	Ramp is a comprehensive finance platform designed to help you manage your finances, track your income and expenses, and get insights into your business. The Ramp API provides developers with the tools to interact with the platform programmatically.	8	OAUTH2
Recallai	Recall.ai provides a single API for meeting bots on every platform like Zoom, Google Meet, Microsoft Teams and more.	8	API
Reddit	Connect to Reddit to post and comment.	9	OAUTH2
Resend	Connect to Resend to send emails.	18	API
Retellai	RetellAI captures calls and transcripts, enabling businesses to analyze conversations, extract insights, and enhance customer interactions in one centralized platform.	10	API
Rocketlane	Rocketlane specializes in customer onboarding and project delivery, providing shared workspaces, milestones, and status tracking to streamline implementations.	6	API
Salesforce	Salesforce is a leading CRM platform integrating sales, service, marketing, and analytics to build customer relationships and drive business growth.	32	OAUTH2
SearchAI	Connect to your users' SearchAssist setup.	1	API
Semanticscholar	Semantic Scholar is an AI-powered academic search engine that helps researchers discover and understand scientific literature.	14	API
Semrush	Semrush is a popular SEO tool suite that specializes in keyword research, competitor analysis, and Google Ad campaign optimization.	36	API
Sendgrid	SendGrid is a cloud-based email delivery platform providing transactional and marketing email services, with APIs for integration, analytics, and scalability.	375	API
Sentry	Integrate Sentry to manage your error tracking and monitoring.	178	BEARER
Serpapi	SerpApi provides a real-time API for structured search engine results, allowing developers to scrape, parse, and analyze SERP data for SEO and research.	10	API
Servicenow	Servicenow provides IT Service Management Transform service management to boost productivity and maximize ROI.	5	BASIC
Share_point	SharePoint is a Microsoft platform for document management and intranets, enabling teams to collaborate, store, and organize content securely and effectively.	6	OAUTH2
Shortcut	Shortcut aligns product development work with company objectives so teams can execute with a shared purpose.	122	API
Shopify	A leading global commerce platform that allows anyone to sell online and in person.	26	API OAUTH2
Slack	Slack is a channel-based messaging platform. With Slack, people can work together more effectively, connect all their software tools and services, and find the information they need to do their best work — all within a secure, enterprise-grade environment.	174	OAUTH2 BEARER
slackbot	Slackbot automates responses and reminders within Slack, assisting with tasks like onboarding, FAQs, and notifications to streamline team productivity.	174	OAUTH2 BEARER
Snowflake	Connect to Snowflake to run queries.	4	BASIC
Stripe	Stripe is a payment processor that allows you to accept payments online.	19	API
Supabase	Supabase is an open-source backend-as-a-service providing a Postgres database, authentication, storage, and real-time subscription APIs for building modern applications.	77	OAUTH2 API
Tavily	Tavily provides advanced search capabilities with various options including image inclusion, raw content, and domain filtering.	1	API
Textrazor	TextRazor offers state-of-the-art natural language processing tools, enabling advanced text analysis and understanding through their API.	1	API
Text_to_pdf	Convert text to PDF file.	1	API
Tinyurl	TinyURL provides APIs for shortening long URLs into compact, branded links and tracking link analytics.	1	API
Todoist	Todoist is a productivity app that helps manage tasks and projects.	4	OAUTH2
Trello	A web-based, kanban-style, list-making application.	323	OAUTH BEARER
Twitter	Twitter, Inc. was an American social media company based in San Francisco, California, which operated and was named for its flagship social media network before its rebranding as X.	72	OAUTH2
Twitter_media	Twitter Media focuses on multimedia tools and features within Twitter, allowing brands to leverage rich content for marketing campaigns	1	OAUTH
Typefully	Integrate Typefully to streamline and manage your AI-powered content creation.	5	API
Weathermap	WeatherMap provides visual weather data, forecasts, and mappings, helping users understand climate patterns or track severe weather conditions.	1	API
Weight & Biases	Connect to your users' Weights & Biases setup.	1	API
Whatsapp	Enables interaction with customers through the WhatsApp Business API for messaging and automation.	5	API
Workiom	Workiom provides APIs for automating workflows, integrating with various tools, and building custom applications.	3	API
Yousearch	YouSearch is a search engine or search tool that enables users to find relevant information, possibly with enhanced filtering or privacy-focused features.	1	API
Youtube	Youtube actions to interact with the app.	11	OAUTH2
Zenrows	Connect to ZenRows to effortlessly scrape and extract web data, process it, and manage it using the powerful ZenRows API.	1	API
Zendesk	Zendesk is a customer service and sales platform that helps businesses manage customer communication and support.	11	OAUTH2
Zoom	Zoom is a video conferencing and online meeting platform featuring breakout rooms, screen sharing, and integrations with various enterprise tools.	172	OAUTH2
Zoominfo	ZoomInfo is a multiplatform operating system that revenue teams use to deliver business growth.	14	BASIC WITH JWT
Zoho	Zoho actions to interact with their CRM.	6	OAUTH2

Add a Connection to Set Up Integration

To add a connection and configure an integration, follow the steps below:

Note

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

1. Access the Integrations page.

2. Case 1: To select a service provider connection for the first time, follow these steps:

   • (Optional) In the All Integrations tab, select the Category and Authorization from the respective lists to filter the integration options.
   • Click the required integration tile/listing from the available options.

   Case 2: To select an existing/connected provider, click the Connected tab, and click the required provider.

3. Click Add Connection on the next page or the integrations listing page.

4. The Configuration window is displayed, where you must enter the following information:

   • Connection Name: A unique name to identify the integration.

   • Authorization Details

     • Configure the required authorization details in this section to securely connect to the tool and access external services. A provider may support more than one auth type. In this case, you must select the authentication type you want to set up for the integration, such as OAuth2, Bearer Token, or API.

     Note

     You are allowed to select only one auth type for a connection.

     • The Pre-authorize the integration option is auto-selected, indicating that you must provide authentication credentials to interact with the tool or service. You can select the preferred authentication method, such as OAuth2 or Bearer from the available options to configure the credentials.

     • Based on the selected authorization method, the relevant configuration fields automatically appear under each corresponding authorization type.

     OAuth2

     • Provide the connection name and select the configured Auth Profile from the list in the Custom window to associate it with the integration for authentication. Learn more about setting up auth profiles in your account. If no auth profiles are configured, you can add one by selecting + Create new and following the steps mentioned here.
     • Custom auth allows you to use your custom-configured authentication flow by selecting an Auth Profile on the Agent Platform, instead of using third-party authentication.
     • Once an Auth Profile is selected, all its credentials are fetched and automatically populate the corresponding fields such as Redirect URL, Scopes, Base URL, and more.
     • You don’t need to re-authenticate as long as the authorization profile remains in your account (i.e., it hasn’t been deleted).
     • If you attempt to connect to a provider using a deleted auth profile, an error will occur.
     • When configuring a connection after an auth profile has been deleted, it will no longer appear in the Custom window.
     • Click Authorize to test the integration for the selected Auth profile.

     Bearer Token

     • When you select this auth type, you must enter the bearer token along with related information such as the Base URL, API Key, Bot Token, or other relevant credentials.
     • The required fields depend on the bearer authentication framework supported by the selected service provider.
     • You can retrieve (copy and paste) these values from the Admin console > Settings section of your account on the provider’s site.
     • Click Test to validate the connection. A success message is displayed once the connection is set up.

     API

     • When you select this type, you must enter the API Key or Access Token for the service provider.
     • Additional field inputs may be required based on the specific parameters needed to configure the provider.
     • You can retrieve (copy and paste) these values from the admin console > Settings section of your account on the provider’s site.
     • Click Test to validate the connection. A success message is displayed once the connection is set up.

   Note

   For other Authentication types, such as OAuth1, retrieve the required values from the admin console of your account on the provider’s site to configure the integration.

5. Click Save.

Note

The Save button will not appear until all required inputs have been provided.

Once the connection is set up, a success message is displayed.

You will be redirected to the following page, where all the connections for the provider are listed.

Manage Connection Errors

• During or after setting up a connection, errors may occur while testing. These errors are often caused by invalid credentials provided during the configuration (add a connection step).

• View the error

  • Navigate to the Connected section.
  • Select the connection.
  • Click the Play icon to test the connection.
  • Hover over the warning sign, which will display the reason for the issue.

  You can also click Edit, go to the configuration window, and click Test to view the error.

  

• Resolve the error

  • Use the Edit functionality to provide the correct credentials in the configuration window.
  • Click Test to validate the connection.
  • Click Save.

Manage Connected Integrations

You can view, edit, delete, and perform additional actions with connected integrations to your account in the Connected section.

View Summary

Once you click the integration in the Connected section, the list of configured connections is displayed with the following information:

• Connection Name: The unique name provided during the connection setup.
• Added By: The name of the admin/account user who added the connection.
• Authorization Details: Pre-authorize is displayed.
• Integration Type: API, OAuth2, Bearer, etc., based on the type used.
• Added on: The date when the connection was added.
• Action: Allows you to test the connection or enable/disable it.

Edit Integration

To edit the configuration for a connection, follow the steps below:

Note

You cannot modify the connection name.

1. Access the Integrations page.
2. Click the Connected tab and select a connection.

3. Click the Ellipses icon for the required connection.

4. Select Edit.

5. In the configuration window, modify the required fields in the Authorization Details section.
6. (Optional) Click Test to validate the connection.
7. Click Save.

A success message is displayed once the connection is updated.

Delete Integration

To delete an integration, follow the steps below:

1. Access the Integrations page.
2. Click the Connected tab and select a connection.
3. Click the Ellipses icon for the required connection.

4. Select Delete.

5. Click Delete in the confirmation dialog.

Caution

This action is irreversible and will remove all associations of the connection from the Agent Platform.

A success message appears, and the connection is removed from the system.

Test Connection

To test a configured connection, follow the steps below:

1. Access the Integrations page.
2. Click the Connected tab and select a connection.
3. Click the Play icon for the required connection.

The connection is validated in the background, and any errors are highlighted with a warning icon. Learn more about managing errors.

If there are no errors, a success message is displayed when the connection is established.

Enable or Disable Connection

Enabling a connection makes it available for user authentication with the service provider. It also becomes accessible for use in the Integration node on the Tool Flow canvas.

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