# 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 | ## 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**](https://docs.taskade.com/docs/automations/automation/actions)\ → **Complete Reference:** [**Comprehensive Automation Integrations**](https://docs.taskade.com/docs/automations/automation/comprehensive-integrations)