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

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🏢 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.

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Need a custom integration? → Contact our team for enterprise solutions

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

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