Integrations Mega-Guide

Taskade connects to 100+ tools and services across communication, productivity, AI, and developer ecosystems. Each integration supports both triggers (events that start automations) and actions (tasks that automations can perform).

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

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

Connect WhatsApp Business Account - Link your verified business account
Configure System User Access Token - Set up API authentication
Verify Business Account ID - Ensure proper account linking
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

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

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

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

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

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

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

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

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

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

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 for enterprise solutions

Want to contribute an integration? → Submit a request to our community

→ Next: Browse Actions & Triggers → Complete Reference: Comprehensive Automation Integrations

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