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Integrations

CogniAgent connects to the tools your business already uses. With 2,700+ integrations available, you can automate workflows across your entire tech stack — from CRM and email to e-commerce, payments, and beyond.

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How integrations work

Integrations connect CogniAgent to external services so your workflows can:
  • Trigger when something happens in another app (new email, form submission, payment)
  • Take action in other apps (send message, create record, update status)
  • Read data from other systems (customer info, order details, inventory levels)
1

Connect your account

Authorize CogniAgent to access your service (OAuth, API key, or other auth methods).
2

Use in workflows

Add App Trigger or App Action nodes that use your connected accounts.
3

Automate

Your workflows can now send and receive data from connected services.

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Integration categories

Email
  • Gmail
  • Microsoft Outlook
  • SendGrid
  • Mailchimp
Messaging
  • Slack
  • Microsoft Teams
  • Discord
  • Telegram
SMS & Voice
  • Twilio (SMS)
  • WhatsApp Business
  • Salesforce
  • HubSpot
  • Pipedrive
  • Zoho CRM
  • Close
  • Copper
  • Shopify
  • WooCommerce
  • BigCommerce
  • Magento
  • Stripe
  • Square
Spreadsheets & Databases
  • Google Sheets
  • Airtable
  • Notion
  • Microsoft Excel
Project Management
  • Asana
  • Trello
  • Monday.com
  • Jira
  • Linear
  • Mailchimp
  • ActiveCampaign
  • Klaviyo
  • ConvertKit
  • Facebook Ads
  • Google Ads
  • GitHub
  • GitLab
  • Bitbucket
  • AWS
  • Google Cloud
  • Webhooks (any service)
  • Google Drive
  • Dropbox
  • OneDrive
  • Box
  • AWS S3
  • Stripe
  • PayPal
  • Square
  • QuickBooks
  • Xero
  • Plaid
This is a sample of popular integrations. CogniAgent supports 2,700+ apps through our integration partners.

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Using integrations in workflows

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App Trigger

Start workflows when something happens in a connected service. Common triggers:
  • New email received (Gmail, Outlook)
  • Form submitted (Typeform, Google Forms)
  • Record created/updated (Salesforce, HubSpot)
  • Payment received (Stripe, PayPal)
  • Message posted (Slack, Teams)

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App Action

Perform actions in connected services as part of your workflow. Common actions:
  • Send email or message
  • Create or update records
  • Post to channels
  • Upload files
  • Make API calls

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Authentication types

Different services use different authentication methods:
TypeDescriptionExamples
OAuth 2.0Secure authorization flow — you grant permission without sharing passwordsGoogle, Slack, Salesforce
API KeySimple key-based auth — paste your API key from the serviceSendGrid, Twilio, OpenAI
Basic AuthUsername and passwordLegacy systems
No AuthPublic APIs that don’t require authenticationPublic data APIs
OAuth 2.0 is the most secure option when available. Your credentials are never stored — only secure tokens that can be revoked anytime.

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Built-in integrations

Some integrations are built directly into CogniAgent for deeper functionality:

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Gmail

Full email capabilities:
  • Send emails with attachments
  • Receive and parse incoming emails
  • Search and filter messages
  • Manage labels and folders
  • Multi-turn email conversations

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Slack

Complete Slack integration:
  • Send messages to channels and DMs
  • Receive messages and react to them
  • Look up users and conversations
  • Post rich messages with buttons
  • Handle interactive responses

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Twilio SMS

Text messaging capabilities:
  • Send SMS messages
  • Receive and respond to texts
  • Multi-turn SMS conversations
  • Support for media messages (MMS)

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WhatsApp Business

WhatsApp messaging:
  • Send template messages
  • Session messaging (within 24h window)
  • Receive and respond to messages
  • Rich media support
Built-in integrations offer additional features like conversation tracking and multi-turn message handling that aren’t available through standard app actions.

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Pipedream integration platform

CogniAgent uses Pipedream as our primary integration platform, giving you access to 2,700+ pre-built integrations. Benefits:
  • No code required — Just connect your accounts and use them in workflows
  • Reliable connections — Pipedream handles auth token refresh, rate limiting, and retries
  • Always current — New integrations and updates without CogniAgent releases
  • Dynamic fields — Smart forms that show relevant options based on your account data

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Custom integrations

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HTTP Request node

For services without a pre-built integration, use the HTTP Request node: 
{
  "method": "POST",
  "url": "https://api.yourservice.com/endpoint",
  "headers": {
    "Authorization": "Bearer {{variables.api_key}}",
    "Content-Type": "application/json"
  },
  "body": {
    "customer_id": "{{trigger.customer_id}}",
    "action": "update_status"
  }
}

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Webhooks

Receive data from any service that supports webhooks:
  1. Create a workflow with a Webhook trigger
  2. Copy the unique webhook URL
  3. Configure the external service to send data to that URL
  4. Your workflow runs whenever data is received

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MCP (Model Context Protocol)

CogniAgent supports the Model Context Protocol for advanced AI integrations. MCP enables:
  • AI agents that can use external tools
  • Dynamic tool discovery
  • Standardized AI-to-service communication
MCP integrations are marked in the integrations catalog. They offer enhanced capabilities when used with AI Agent nodes.

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Managing connections

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Connecting an account

1

Go to Integrations

Navigate to your application settings and select Integrations.
2

Find the service

Search or browse for the service you want to connect.
3

Authorize

Follow the authorization flow (OAuth) or enter your credentials (API key).
4

Name your connection

Give it a descriptive name (e.g., “Marketing Gmail” or “Production Stripe”).

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Multiple connections

You can connect multiple accounts for the same service:
  • Sales Gmail — For customer communications
  • Support Gmail — For support tickets
  • Marketing Gmail — For campaigns
Each workflow node can specify which connection to use.

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Security

Never share API keys or credentials in workflow configurations visible to others. Use secure connection management.
  • Credentials are encrypted at rest
  • OAuth tokens are automatically refreshed
  • You can revoke access anytime
  • Audit logs track integration usage

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Best practices

Test connections first. Before building complex workflows, verify your integration works with a simple test action.
Use descriptive connection names. “Production Stripe” is better than “Stripe” when you have multiple environments.
Handle errors gracefully. External services can fail. Add condition nodes to handle API errors.
Mind rate limits. Most APIs have rate limits. For high-volume workflows, add pauses or batch processing.

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Requesting new integrations

Don’t see the integration you need? You can:
  1. Use HTTP Request — Connect to any REST API
  2. Use Webhooks — Receive data from any service
  3. Request it — Contact support to request a new integration

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Next steps

App Trigger

Start workflows from connected apps.

App Action

Take action in connected apps.

HTTP Request

Connect to any REST API.

Webhook

Receive data from external services.