Skip to main content

Integrations Setup

Connect your community workflows to external services. Integrations let workflow actions send data to messaging apps, CRM tools, spreadsheets, and custom webhooks.

Available Integrations​

Messaging​

ServiceOperationsAuth Method
SlackSend message, invite/remove from channelBot token or Webhook URL
TelegramSend message, ban/unban member, create invite linkBot token (@BotFather)
WhatsAppSend message, send templateSystem User Access Token (Meta)
ZaloSend OA message, send ZNS template, tag followerOAuth2 (auto-refresh)
ViberSend messageAuth token

Marketing & CRM​

ServiceOperationsAuth Method
HubSpotUpsert contact, create deal, add/remove from listOAuth2 or Private App Token
MailchimpSubscribe/unsubscribe, add/remove tagAPI key
Kit (ConvertKit)Subscribe/unsubscribe, add/remove tagAPI key

Data & Custom​

ServiceOperationsAuth Method
Google SheetsAppend row, update cellsService Account or OAuth2
WebhookCustom HTTP POST to any URLBearer token, API key, or custom headers

Managing Credentials​

Adding a Credential​

  1. Go to Settings > Automations > Integrations
  2. Click on the service you want to connect
  3. Click Add Credential
  4. Choose your authentication method:
    • OAuth2 (Google, HubSpot, Slack, Zalo) — Click "Connect" and authorize in popup
    • API Key/Token (Telegram, Mailchimp, Kit, Viber, WhatsApp) — Paste your key from the service's dashboard
    • Service Account (Google Sheets) — Upload JSON key file from Google Cloud Console
  5. Click Test Connection to verify
  6. Save

Testing a Connection​

After creating a credential, click Test to verify it works. The test makes a lightweight API call to check authentication.

Deleting a Credential​

  1. Go to the integration's detail panel
  2. Click the delete icon next to the credential
  3. Confirm deletion

Note: Deleting a credential breaks any workflows using it. Update affected workflows first.

Messaging Integrations​

Slack​

Setup:

  1. Create a Slack App at api.slack.com/apps
  2. Add bot scopes: chat:write, channels:manage, groups:write
  3. Install to your workspace
  4. Copy the Bot Token

Actions in workflows:

  • Send message — Post to a channel with custom text, username, and emoji
  • Invite to channel — Add a member to a Slack channel
  • Remove from channel — Remove a member from a channel

Webhook mode: For send-only, paste a Slack Webhook URL instead of a bot token.

Telegram​

Setup:

  1. Message @BotFather on Telegram
  2. Create a new bot and copy the token
  3. Add the bot to your group/channel

Actions in workflows:

  • Send message — Send text (supports MarkdownV2 and HTML)
  • Ban/Unban member — Manage group membership
  • Create invite link — Generate shareable group links

WhatsApp Business​

Setup:

  1. Register at Meta Business Suite
  2. Set up WhatsApp Business Cloud API
  3. Get your Phone Number ID and System User Access Token

Actions in workflows:

  • Send message — Send text message to a phone number
  • Send template — Send pre-approved message template with parameters

Zalo​

Setup:

  1. Register at Zalo Developers
  2. Create an Official Account (OA)
  3. Connect via OAuth2 (token auto-refreshes)

Actions in workflows:

  • Send OA message — Send notification to followers
  • Send ZNS template — Send Zalo Notification Service template
  • Tag follower — Add user to a custom tag/segment

Viber​

Setup:

  1. Register at Viber Partners
  2. Create a bot account and copy the Auth Token

Actions in workflows:

  • Send message — Send 1-to-1 message to a user

Marketing & CRM Integrations​

HubSpot​

Setup (OAuth2):

  1. Connect via OAuth2 — click "Connect" and authorize
  2. Or use a Private App Token from developers.hubspot.com

Actions in workflows:

  • Upsert contact — Create or update contact by email
  • Create deal — Create a deal with pipeline and stage
  • Add/Remove from list — Manage static list membership

Supports custom properties for contacts and deals.

Mailchimp​

Setup:

  1. Generate an API key from Mailchimp account settings
  2. The datacenter is extracted automatically from the key

Actions in workflows:

  • Subscribe — Add member to audience (upsert)
  • Unsubscribe — Remove from audience
  • Add/Remove tag — Manage subscriber tags

Supports custom merge fields.

Kit (ConvertKit)​

Setup:

  1. Get your API key from Kit developer settings

Actions in workflows:

  • Subscribe — Add subscriber (upsert)
  • Unsubscribe — Remove subscriber
  • Add/Remove tag — Manage subscriber tags

Supports custom fields.

Data & Custom Integrations​

Google Sheets​

Setup (Service Account):

  1. Create a Service Account in Google Cloud Console
  2. Download the JSON key file
  3. Share your spreadsheet with the service account email

Setup (OAuth2):

  1. Connect via OAuth2 — click "Connect" and authorize

Actions in workflows:

  • Append row — Add a new row to a sheet (up to 50 columns)
  • Update cells — Modify specific cell range

Webhook (Custom)​

Send data to any external URL when a workflow runs.

Features:

  • Custom HTTPS URL with dynamic templates
  • HMAC-SHA256 payload signing for security
  • Automatic retry on failure (configurable 0–5 retries with exponential backoff)
  • Payload enrichment — auto-populate with user, event, or course data
  • Custom JSON body templates

Security:

  • HTTPS only (HTTP blocked)
  • Internal IPs blocked (SSRF protection)
  • Per-tenant signing secret for payload verification
  • 10-second timeout per attempt

Using Integrations in Workflows​

  1. Open the Workflow Builder
  2. Add an action node for your integration (e.g., "Slack")
  3. Select the credential to use
  4. Configure the action parameters
  5. Use {{ expressions }} for dynamic content (e.g., {{ user.name }}, {{ trigger.course.title }})
  6. Save and activate the workflow

Detailed Guides​

For in-depth setup instructions and all available actions per platform:

  • Messaging Integrations — Discord, Twilio SMS, Slack, Telegram, WhatsApp, Zalo, Viber, and message conditions
  • Data Integrations — Google Sheets (all 6 operations), HubSpot, Mailchimp, Kit, and Webhooks
Ask AI Assistant