# Integration Options

Taskade connects to **100+ tools and services** across communication, productivity, AI, and developer ecosystems with enterprise-grade reliability and global performance. Each integration supports both triggers (events that start automations) and actions (tasks that automations can perform) with enhanced error handling and worldwide data synchronization.

## Enhanced Integration Features

### **Enterprise-Grade Reliability**

* **99.99% uptime** across all integrations
* **Advanced error handling** with automatic retries and recovery
* **Real-time monitoring** and alerting for integration health
* **Enhanced security** with additional data protection layers
* **Global performance** with worldwide data synchronization

### **Advanced Integration Capabilities**

* **Intelligent data transformation** with enhanced validation
* **Complex multi-step workflows** spanning multiple services
* **Real-time analytics** and performance insights
* **Enhanced file processing** and document management
* **Improved calendar integration** and scheduling features

## Categories

### 🗣️ Communication & Collaboration

| Service               | Triggers                       | Actions                                                  | Authentication   |
| --------------------- | ------------------------------ | -------------------------------------------------------- | ---------------- |
| **Slack**             | New message, mention, reaction | Send message, create channel, update status, invite user | OAuth 2.0        |
| **Microsoft Teams**   | New message, meeting scheduled | Post message, create meeting, manage channels            | OAuth 2.0        |
| **Discord**           | New message, member joined     | Send message, manage roles, create invite                | Bot Token        |
| **WhatsApp Business** | New message received           | Send message, send template                              | API Key          |
| **Telegram**          | New message, command           | Send message, create poll, manage chat                   | Bot Token        |
| **Email (SMTP)**      | New email received             | Send email, create campaign                              | SMTP Credentials |
| **Gmail**             | New email, label added         | Send email, create draft, add label                      | OAuth 2.0        |

### 🛠️ Development & Project Management

| Service        | Triggers                       | Actions                                           | Authentication      |
| -------------- | ------------------------------ | ------------------------------------------------- | ------------------- |
| **GitHub**     | Issue created, PR opened, push | Create issue, comment, merge PR, trigger workflow | OAuth 2.0 / PAT     |
| **GitLab**     | Issue created, MR opened       | Create issue, update MR, trigger pipeline         | OAuth 2.0 / PAT     |
| **Jira**       | Issue created, status changed  | Create ticket, update status, assign user         | OAuth 2.0 / API Key |
| **Linear**     | Issue created, updated         | Create issue, update priority, assign             | OAuth 2.0 / API Key |
| **Asana**      | Task created, completed        | Create task, update project, assign               | OAuth 2.0 / PAT     |
| **Trello**     | Card created, moved            | Create card, move card, add member                | OAuth 2.0 / API Key |
| **Monday.com** | Item created, updated          | Create item, update status, notify                | OAuth 2.0 / API Key |

### 📊 Data & Analytics

| Service             | Triggers                          | Actions                                   | Authentication         |
| ------------------- | --------------------------------- | ----------------------------------------- | ---------------------- |
| **Google Sheets**   | New row, cell updated             | Add row, update cell, create chart        | OAuth 2.0              |
| **Airtable**        | New record, updated               | Create record, update field, link records | OAuth 2.0 / API Key    |
| **Notion**          | Page created, updated             | Create page, update database, add content | OAuth 2.0              |
| **HubSpot**         | Contact created, deal updated     | Create contact, update deal, send email   | OAuth 2.0 / API Key    |
| **Salesforce**      | Lead created, opportunity updated | Create lead, update opportunity, assign   | OAuth 2.0              |
| **Pipedrive**       | Deal created, activity added      | Create deal, add activity, update stage   | OAuth 2.0 / API Key    |
| **Custom Webhooks** | Webhook received                  | Send HTTP request, trigger workflow       | API Key / Bearer Token |

### 📧 Marketing & Sales

| Service         | Triggers                                | Actions                                           | Authentication      |
| --------------- | --------------------------------------- | ------------------------------------------------- | ------------------- |
| **Mailchimp**   | Subscriber added, campaign sent         | Add subscriber, send campaign, create list        | OAuth 2.0 / API Key |
| **ConvertKit**  | Subscriber added, tag applied           | Add subscriber, create sequence, send broadcast   | OAuth 2.0 / API Key |
| **Calendly**    | Event scheduled, cancelled              | Create event, update availability, send reminder  | OAuth 2.0 / API Key |
| **Stripe**      | Payment succeeded, subscription created | Create customer, process payment, send receipt    | OAuth 2.0 / API Key |
| **PayPal**      | Payment completed, dispute opened       | Process payment, send invoice, refund             | OAuth 2.0 / API Key |
| **Shopify**     | Order created, product updated          | Create order, update inventory, send notification | OAuth 2.0 / API Key |
| **WooCommerce** | Order placed, customer registered       | Update order, manage inventory, send email        | REST API / API Key  |

### 🌐 Web & Content

| Service          | Triggers                         | Actions                                       | Authentication      |
| ---------------- | -------------------------------- | --------------------------------------------- | ------------------- |
| **WordPress**    | Post published, comment added    | Create post, update content, moderate comment | OAuth 2.0 / API Key |
| **Webflow**      | Form submitted, item published   | Create CMS item, update content, publish      | OAuth 2.0 / API Key |
| **Typeform**     | Form submitted, response updated | Create form, update response, send email      | OAuth 2.0 / PAT     |
| **Google Forms** | Form submitted                   | Create form, add response, send notification  | OAuth 2.0           |
| **RSS Feeds**    | New item published               | Parse content, extract data, trigger workflow | URL                 |
| **YouTube**      | Video uploaded, comment added    | Upload video, update metadata, respond        | OAuth 2.0 / API Key |
| **Medium**       | Story published, clap received   | Publish story, update profile, send response  | OAuth 2.0 / API Key |

### 🔧 Custom & Developer

| Service           | Triggers                | Actions                                    | Authentication         |
| ----------------- | ----------------------- | ------------------------------------------ | ---------------------- |
| **HTTP Webhooks** | Webhook received        | Send HTTP request, POST data, call API     | API Key / Bearer Token |
| **REST APIs**     | Custom endpoint called  | Make API call, send data, receive response | Various                |
| **GraphQL**       | Query executed          | Execute query, mutation, subscription      | API Key / OAuth        |
| **Custom Forms**  | Form submitted          | Process data, validate, route to workflow  | None                   |
| **Database**      | Record created, updated | Insert record, update data, run query      | Connection String      |
| **FTP/SFTP**      | File uploaded, modified | Upload file, download, sync directory      | Credentials            |

> **Related developer docs:** Build custom integrations programmatically with the [Developer Hub](/apis-and-developer/developer-home.md) and [Webhooks](/apis-and-developer/webhooks.md).

## Integration Setup

### 1. **Authentication**

Most integrations require authentication to access your accounts:

* **OAuth 2.0**: Secure authorization flow (recommended)
* **API Keys**: Simple token-based authentication
* **Personal Access Tokens**: User-specific tokens with limited scope

### 2. **Configuration**

Each integration has specific configuration options:

* **Endpoints**: Which API endpoints to use
* **Data Mapping**: How to map fields between systems
* **Rate Limits**: Respect service limitations
* **Error Handling**: What to do when requests fail

### 3. **Testing**

Before deploying automations:

* Test with sample data
* Verify authentication works
* Check data mapping accuracy
* Monitor for errors and edge cases

## Popular Integration Patterns

### **CRM Sync**

```
Form Submission → AI Lead Qualification → HubSpot Deal Creation → Slack Notification
```

### **Support Ticket Routing**

```
Email/Webhook → AI Categorization → Jira Ticket Creation → Team Assignment
```

### **Content Publishing**

```
Schedule Trigger → AI Content Generation → Review Process → WordPress Publication
```

### **Project Management**

```
GitHub Issue → AI Analysis → Taskade Task Creation → Team Notification
```

### **Data Processing**

```
Google Sheets Update → AI Data Enrichment → Airtable Record Creation → Report Generation
```

## Advanced Features

### **Conditional Routing**

Route data to different services based on content, priority, or other criteria.

### **Data Transformation**

Clean, format, and enrich data as it flows between systems.

### **Error Recovery**

Automatically retry failed requests and handle service outages gracefully.

### **Rate Limiting**

Respect API limits and queue requests when necessary.

### **Batch Processing**

Process multiple records efficiently to reduce API calls.

## Custom Integrations

Don't see your service listed? You can create custom integrations using:

### **HTTP Webhooks**

* Send data to any REST API
* Receive webhooks from external services
* Custom authentication headers
* JSON/XML data formatting

### **Database Connections**

* Connect to PostgreSQL, MySQL, MongoDB
* Execute custom queries
* Sync data bidirectionally
* Handle large datasets efficiently

### **File Processing**

* Upload/download files via FTP/SFTP
* Process CSV, JSON, XML files
* Image and document processing
* Cloud storage integration

## Detailed Integration Examples

### Google Calendar Integration

**Automatic Event Creation:**

* **Trigger:** Task with due date added
* **Action:** Create Google Calendar event
* **Use Case:** Never miss project deadlines

**Meeting Follow-up:**

* **Trigger:** Calendar event ends
* **Action:** Create follow-up tasks in Taskade
* **Use Case:** Ensure meeting action items are tracked

**Project Milestone Sync:**

* **Trigger:** Project phase completed
* **Action:** Update calendar with next milestone
* **Use Case:** Keep stakeholders informed of progress

### Google Sheets Integration

**Data Collection:**

* **Trigger:** Form submission
* **Action:** Add row to Google Sheets
* **Use Case:** Centralized data tracking and analysis

**Inventory Management:**

* **Trigger:** Task completed (inventory check)
* **Action:** Update stock levels in spreadsheet
* **Use Case:** Real-time inventory tracking

**Performance Reporting:**

* **Trigger:** Weekly schedule
* **Action:** Generate report from Taskade data to Sheets
* **Use Case:** Automated team performance dashboards

### Social Media Integrations

**LinkedIn Content Sharing:**

* **Trigger:** Content approved in review project
* **Action:** Post to LinkedIn company page
* **Use Case:** Automated content distribution

**Twitter/X Engagement:**

* **Trigger:** Mention detected
* **Action:** Create task for social media manager
* **Use Case:** Never miss customer interactions

**YouTube Content Workflow:**

* **Trigger:** Video uploaded
* **Action:** Create promotion tasks and schedule posts
* **Use Case:** Comprehensive video marketing automation

### WhatsApp Business Integration

WhatsApp Business integration enhances your communication strategy by automating customer interactions, managing inquiries, and enabling AI-powered responses.

#### **Setup & Configuration**

1. **Connect WhatsApp Business Account** - Link your verified business account
2. **Configure System User Access Token** - Set up API authentication
3. **Verify Business Account ID** - Ensure proper account linking
4. **Test Connection** - Send test message to verify setup

#### **Available Actions**

| Action                    | Description                   | Parameters                                        | Use Case                                   |
| ------------------------- | ----------------------------- | ------------------------------------------------- | ------------------------------------------ |
| **Send Message**          | Send text message to contact  | `phoneNumber`, `message`, `messageType`           | Customer notifications, support responses  |
| **Send Template Message** | Send pre-approved template    | `templateId`, `phoneNumber`, `variables`          | Order confirmations, appointment reminders |
| **Send Media Message**    | Send images, documents, audio | `phoneNumber`, `mediaUrl`, `mediaType`, `caption` | Product catalogs, instruction manuals      |
| **Get Message Status**    | Check delivery status         | `messageId`                                       | Track message delivery and read receipts   |

#### **Real-World Use Cases**

**Customer Support Automation:**

* **Trigger:** WhatsApp message received
* **Action:** Create support ticket, auto-reply with case number
* **AI Enhancement:** Sentiment analysis, automatic categorization
* **Follow-up:** Route to appropriate specialist based on message content

**Order Management:**

* **Trigger:** Order status changed in system
* **Action:** Send WhatsApp notification with tracking info
* **Personalization:** Include customer name, order details, estimated delivery
* **Escalation:** Alert if delivery is delayed

**Lead Qualification:**

* **Trigger:** WhatsApp message from new contact
* **Action:** Run AI agent to qualify lead, update CRM
* **Automation:** Schedule follow-up, assign to sales rep
* **Integration:** Sync with HubSpot, Salesforce, or other CRM

**Appointment Reminders:**

* **Trigger:** 24 hours before appointment
* **Action:** Send WhatsApp reminder with appointment details
* **Options:** Include reschedule link, location map
* **Confirmation:** Request confirmation reply, update calendar

***

## 🏢 **Enterprise Integration Patterns**

### **Advanced CRM Workflows**

**HubSpot Revenue Operations**

```yaml
Lead Qualification Pipeline:
  Trigger: Form submission or LinkedIn connection
  
  Step 1 - Data Enrichment:
    - Agent analyzes lead profile and company
    - Enriches contact with industry, size, tech stack
    - Scores lead based on ideal customer profile
  
  Step 2 - Intelligent Routing:
    - High-value leads → Senior sales rep
    - SMB leads → Inside sales team
    - Enterprise → Account executive
    - Poor fit → Marketing nurture sequence
  
  Step 3 - Automated Follow-up:
    - Personalized email based on lead profile
    - LinkedIn connection request with custom message
    - Calendar link for qualified prospects
    - Task creation for sales rep with context

Business Impact: 300% increase in qualified meetings, 60% reduction in response time
```

**Salesforce Account Management**

```yaml
Customer Success Automation:
  Trigger: Contract renewal date approaching (90 days)
  
  Workflow:
    - Agent analyzes account health score
    - Generates renewal strategy document
    - Creates tasks for CSM with talking points
    - Schedules automated check-in sequence
    - Alerts if risk factors detected
    - Prepares expansion opportunity analysis

ROI: 85% renewal rate improvement, 40% expansion revenue increase
```

### **Microsoft Teams Enterprise Communication**

**Crisis Communication System**

```yaml
Emergency Response Protocol:
  Trigger: Critical system alert or security incident
  
  Immediate Actions:
    - Create dedicated Teams channel for incident
    - Send alert to on-call team with severity level
    - Generate incident response checklist
    - Start video call with key stakeholders
    - Document timeline in shared project
    - Update status page automatically

Recovery Actions:
    - Collect post-mortem feedback via forms
    - Generate incident report with AI analysis
    - Schedule follow-up meetings
    - Update runbooks based on learnings
```

**Executive Briefing Automation**

```yaml
Daily Executive Dashboard:
  Schedule: Every morning at 7 AM
  
  Data Collection:
    - Pull KPIs from multiple systems
    - Analyze team productivity metrics
    - Review customer satisfaction scores
    - Check financial performance indicators
    - Monitor security and compliance status
  
  Report Generation:
    - AI agent creates executive summary
    - Highlights key achievements and concerns
    - Provides actionable recommendations
    - Formats for mobile consumption
  
  Distribution:
    - Send to executive Teams channel
    - Create calendar event for leadership meeting
    - Archive in executive workspace
```

### **Advanced Marketing Automation**

**LinkedIn Content Amplification**

```yaml
Content Distribution Engine:
  Trigger: New blog post published
  
  Content Strategy:
    - Agent analyzes post for key themes
    - Generates LinkedIn post variations
    - Creates different versions for executives vs employees
    - Schedules posts across team members
    - Monitors engagement and adjusts timing
  
  Engagement Management:
    - Responds to comments with brand voice
    - Identifies potential leads in comments
    - Creates follow-up tasks for sales team
    - Tracks content performance metrics
```

**Multi-Channel Campaign Orchestration**

```yaml
Product Launch Campaign:
  Trigger: Product launch date set
  
  Pre-Launch (30 days):
    - Create LinkedIn teaser content
    - Set up Facebook ad campaigns
    - Generate press release and media kit
    - Schedule influencer outreach
    - Prepare customer email sequences
  
  Launch Day:
    - Coordinate social media posts across platforms
    - Send announcement emails to segments
    - Update website and product pages
    - Activate PR outreach sequence
    - Monitor mentions and engagement
  
  Post-Launch (30 days):
    - Analyze campaign performance
    - Generate success metrics report
    - Create case studies from early customers
    - Plan follow-up campaigns
    - Archive assets for future use
```

### **Financial Operations Integration**

**Automated Invoice Processing**

```yaml
Accounts Payable Workflow:
  Trigger: Invoice received via email or upload
  
  Processing:
    - AI agent extracts invoice data
    - Validates against purchase orders
    - Routes for approval based on amount
    - Sends to QuickBooks/Xero for payment
    - Updates project budgets automatically
    - Notifies stakeholders of status changes
  
  Exception Handling:
    - Flags discrepancies for human review
    - Escalates overdue approvals
    - Tracks vendor performance metrics
    - Generates compliance reports
```

**Revenue Recognition Automation**

```yaml
SaaS Revenue Tracking:
  Trigger: New subscription or upgrade
  
  Revenue Actions:
    - Calculate monthly recurring revenue
    - Update financial forecasts
    - Create revenue recognition schedule
    - Sync with accounting systems
    - Generate investor reporting data
    - Alert finance team of significant changes
```

### **Human Resources Automation**

**Employee Lifecycle Management**

```yaml
Onboarding Automation:
  Trigger: New hire start date confirmed
  
  Pre-boarding (1 week before):
    - Send welcome package and handbook
    - Create accounts in all systems
    - Order equipment and prepare workspace
    - Schedule first-day meetings
    - Add to team communication channels
  
  First Day:
    - Send welcome message to team
    - Create onboarding checklist project
    - Schedule check-ins with manager
    - Assign buddy/mentor
    - Begin training sequence
  
  First Month:
    - Track onboarding progress
    - Collect feedback via surveys
    - Schedule HR check-ins
    - Monitor training completion
    - Generate manager reports
```

**Performance Review Automation**

```yaml
360-Degree Review Process:
  Trigger: Review cycle start date
  
  Preparation:
    - Generate review forms for each employee
    - Collect peer feedback requests
    - Analyze performance data from systems
    - Create manager briefing documents
    - Schedule review meetings
  
  Execution:
    - Send automated reminders
    - Compile feedback from multiple sources
    - Generate performance summaries
    - Create development recommendations
    - Track completion rates
  
  Follow-up:
    - Create development plans
    - Set goals for next period
    - Schedule follow-up meetings
    - Archive review documents
    - Generate HR analytics
```

## Getting Help

### **Documentation**

Each integration has detailed setup guides and examples in our help center.

### **Community**

Join our developer community to share integration patterns and get help.

### **Support**

Enterprise customers get priority support for custom integrations.

***

> **Need a custom integration?**\
> → [Contact our team](https://taskade.com/contact) for enterprise solutions

> **Want to contribute an integration?**\
> → [Submit a request](https://taskade.com/community) to our community

→ **Next:** [**Browse Actions & Triggers**](/automations/automation/actions.md)\
→ **Complete Reference:** [**Comprehensive Automation Integrations**](/automations/automation/comprehensive-integrations.md)


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