> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cogniagent.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Integrations

> Connect CogniAgent to 2,700+ apps and services to automate across your entire stack

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.

## 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)

<Steps>
  <Step title="Connect your account">
    Authorize CogniAgent to access your service (OAuth, API key, or other auth methods).
  </Step>

  <Step title="Use in workflows">
    Add App Trigger or App Action nodes that use your connected accounts.
  </Step>

  <Step title="Automate">
    Your workflows can now send and receive data from connected services.
  </Step>
</Steps>

## Integration categories

<AccordionGroup>
  <Accordion title="Communication" icon="envelope">
    **Email**

    * Gmail
    * Microsoft Outlook
    * SendGrid
    * Mailchimp

    **Messaging**

    * Slack
    * Microsoft Teams
    * Discord
    * Telegram

    **SMS & Voice**

    * Twilio (SMS)
    * WhatsApp Business
  </Accordion>

  <Accordion title="CRM & Sales" icon="users">
    * Salesforce
    * HubSpot
    * Pipedrive
    * Zoho CRM
    * Close
    * Copper
  </Accordion>

  <Accordion title="E-commerce" icon="shopping-cart">
    * Shopify
    * WooCommerce
    * BigCommerce
    * Magento
    * Stripe
    * Square
  </Accordion>

  <Accordion title="Productivity" icon="list-check">
    **Spreadsheets & Databases**

    * Google Sheets
    * Airtable
    * Notion
    * Microsoft Excel

    **Project Management**

    * Asana
    * Trello
    * Monday.com
    * Jira
    * Linear
  </Accordion>

  <Accordion title="Marketing" icon="bullhorn">
    * Mailchimp
    * ActiveCampaign
    * Klaviyo
    * ConvertKit
    * Facebook Ads
    * Google Ads
  </Accordion>

  <Accordion title="Developer Tools" icon="code">
    * GitHub
    * GitLab
    * Bitbucket
    * AWS
    * Google Cloud
    * Webhooks (any service)
  </Accordion>

  <Accordion title="Storage & Files" icon="folder-open">
    * Google Drive
    * Dropbox
    * OneDrive
    * Box
    * AWS S3
  </Accordion>

  <Accordion title="Finance & Payments" icon="credit-card">
    * Stripe
    * PayPal
    * Square
    * QuickBooks
    * Xero
    * Plaid
  </Accordion>
</AccordionGroup>

<Note>
  This is a sample of popular integrations. CogniAgent supports 2,700+ apps through our integration partners.
</Note>

## Using integrations in workflows

### App Trigger

Start workflows when something happens in a connected service.

```mermaid theme={null}
flowchart LR
    A[App Trigger<br/>HubSpot: New Contact] --> B[Ask AI<br/>Qualify Lead]
    B --> C{Qualified?}
    C -->|Yes| D[Slack:<br/>Notify Sales]
    C -->|No| E[HubSpot:<br/>Add to Nurture]
```

**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)

### App Action

Perform actions in connected services as part of your workflow.

```mermaid theme={null}
flowchart LR
    A[Webhook<br/>New Order] --> B[Google Sheets<br/>Add Row]
    B --> C[Slack<br/>Post to #orders]
    C --> D[Gmail<br/>Send Confirmation]
```

**Common actions:**

* Send email or message
* Create or update records
* Post to channels
* Upload files
* Make API calls

## Authentication types

Different services use different authentication methods:

| Type           | Description                                                                | Examples                  |
| -------------- | -------------------------------------------------------------------------- | ------------------------- |
| **OAuth 2.0**  | Secure authorization flow — you grant permission without sharing passwords | Google, Slack, Salesforce |
| **API Key**    | Simple key-based auth — paste your API key from the service                | SendGrid, Twilio, OpenAI  |
| **Basic Auth** | Username and password                                                      | Legacy systems            |
| **No Auth**    | Public APIs that don't require authentication                              | Public data APIs          |

<Tip>
  OAuth 2.0 is the most secure option when available. Your credentials are never stored — only secure tokens that can be revoked anytime.
</Tip>

## Built-in integrations

Some integrations are built directly into CogniAgent for deeper functionality:

### 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

### 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

### Twilio SMS

Text messaging capabilities:

* Send SMS messages
* Receive and respond to texts
* Multi-turn SMS conversations
* Support for media messages (MMS)

### WhatsApp Business

WhatsApp messaging:

* Send template messages
* Session messaging (within 24h window)
* Receive and respond to messages
* Rich media support

<Info>
  Built-in integrations offer additional features like conversation tracking and multi-turn message handling that aren't available through standard app actions.
</Info>

## Pipedream integration platform

CogniAgent uses [Pipedream](https://pipedream.com) 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

## Custom integrations

### HTTP Request node

For services without a pre-built integration, use the [HTTP Request](/nodes/actions/http-request) node:

```json theme={null}
{
  "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"
  }
}
```

### Webhooks

Receive data from any service that supports webhooks:

1. Create a workflow with a [Webhook trigger](/nodes/triggers/webhook)
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

## 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

<Note>
  MCP integrations are marked in the integrations catalog. They offer enhanced capabilities when used with AI Agent nodes.
</Note>

## Managing connections

### Connecting an account

<Steps>
  <Step title="Go to Integrations">
    Navigate to your application settings and select Integrations.
  </Step>

  <Step title="Find the service">
    Search or browse for the service you want to connect.
  </Step>

  <Step title="Authorize">
    Follow the authorization flow (OAuth) or enter your credentials (API key).
  </Step>

  <Step title="Name your connection">
    Give it a descriptive name (e.g., "Marketing Gmail" or "Production Stripe").
  </Step>
</Steps>

### 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.

### Security

<Warning>
  Never share API keys or credentials in workflow configurations visible to others. Use secure connection management.
</Warning>

* Credentials are encrypted at rest
* OAuth tokens are automatically refreshed
* You can revoke access anytime
* Audit logs track integration usage

## Best practices

<Tip>
  **Test connections first.** Before building complex workflows, verify your integration works with a simple test action.
</Tip>

<Tip>
  **Use descriptive connection names.** "Production Stripe" is better than "Stripe" when you have multiple environments.
</Tip>

<Tip>
  **Handle errors gracefully.** External services can fail. Add condition nodes to handle API errors.
</Tip>

<Warning>
  **Mind rate limits.** Most APIs have rate limits. For high-volume workflows, add pauses or batch processing.
</Warning>

## 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

## Next steps

<CardGroup cols={2}>
  <Card title="App Trigger" icon="bolt" href="/nodes/triggers/app-trigger">
    Start workflows from connected apps.
  </Card>

  <Card title="App Action" icon="play" href="/nodes/actions/app-action">
    Take action in connected apps.
  </Card>

  <Card title="HTTP Request" icon="globe" href="/nodes/actions/http-request">
    Connect to any REST API.
  </Card>

  <Card title="Webhook" icon="webhook" href="/nodes/triggers/webhook">
    Receive data from external services.
  </Card>
</CardGroup>