Rebuild a workflow with third-party steps
In the legacy version of Workflow Builder, adding steps from apps allowed you to connect a workflow to a third-party service. To replicate this experience in the new version of Workflow Builder, we’ve built a variety of connectors that you can add to your workflows to send information collected by your workflow to another service, or pull information from that service into Slack.
Available connectors
|
Connector
|
Workflow steps |
|
Adobe Acrobat Sign* |
• Send an agreement |
| Airtable |
• Add a record
• Delete a record • Select a record
• Update a record |
| Asana |
• Add task to a section
• Comment on a task • Create a project • Create a task
• Update a task |
| Atlassian Bitbucket | • Create an issue • Merge pull request |
| Basecamp |
• Create a project
• Create a to-do item • Create a to-do list • Mark a to-do item as complete
• Mark a to-do item as pending |
| Box | • Copy a file • Create a folder |
| Box sign | • Create a sign request with a template |
| Calendly | • Get meeting link |
| Cisco Webex Meetings |
• Create a meeting |
| ClickUp | • Create a task in a folder |
| Deel | • Add a time-off request • Create a new contact |
| Dialpad | • Send an SMS |
| DocuSign | • Create an envelope • Send an envelope |
| Dropbox |
• Copy a document
• Create a folder • Create a shared link • Delete a document
• Move a document |
| Dropbox Sign | • Send a signature request using a template |
| FireHydrant* |
• Create a task
• Create an incident
• Update a task
• Update an incident
|
| Giphy | • Random GIF • Search for a GIF |
| GitHub | • Create an issue |
|
GitHub Enterprise Server* |
• Create an issue |
| GitLab | • Create an issue |
| Google Calendar | • Add attendee to event • Create a calendar event |
| Google Mail | • Send an email |
| Google Meet | • Start a meeting |
| Google Sheets |
• Add to spreadsheet
• Delete from a spreadsheet • Select a spreadsheet row
• Update a spreadsheet |
| Google Tasks | • Create a task list • Insert a task |
| Greenhouse – Onboarding* | • Create pending hire • Fetch employees |
| Greenhouse – Recruiting* |
• Candidate activity
• Hire application • List job candidate
• Reject application |
| Guru |
• Add a comment
• Create a card • Delete a card • Unverify a card
• Update a card • Verify a card |
| Intercom | • Create a ticket • Create an article |
| Jira Cloud | • Create an issue • Edit an issue |
| LaunchDarkly |
• Create a boolean feature flag
• Create approval request to update a feature flag’s status • Update a feature flag’s state • Update a target in a feature flag
• Update a target in a segment |
| Lever* | • Create a panel • Create an interview • Create an opportunity |
| Linear |
• Add a comment
• Create a project • Create an issue
• Update an issue |
| Loopio* | • Create a project |
| Lucid | • Create a document |
| Mailchimp |
• Add a contact to audience
• Create an email campaign • Get campaign report
• Send a campaign |
| Microsoft Excel |
• Add to worksheet
• Delete from a worksheet • Select a worksheet row
• Update a worksheet |
| Microsoft OneDrive | • Copy a file • Create a file |
| Microsoft OneNote | • Create a page • Update a page |
| Microsoft Outlook Calendar |
• Create a calendar event |
| Microsoft Outlook Email |
• Send an email |
| Microsoft Teams Calls |
• Create a meeting |
| Miro | • Copy board • Create board |
| Monday* |
• Archive a board
• Create a board • Create a group
• Create an item |
| Notion | • Archive a page • Create a page |
| PagerDuty |
• Add a note
• Change escalation level • Resolve an incident
• Trigger an incident |
| Ramp |
• Create a new physical card
• Create a new virtual card • Create spend request • Get a spend request • Suspend a card
• Terminate a card • Unlock a card |
| Ring Central | • Send an SMS |
| Rootly* | • Create a cause • Create an alert • Update a cause |
| Salesforce |
• Create a record
• Delete a record • Read a record • Run a flow
• Update a record |
| ServiceNow | • Create an incident • Get an incident |
| SmartRecruiters – SmartOnboard* | • Create a candidate • Create a candidate and assign to job • Provide feedback for a candidate |
| Smartsheet |
• Add a row to a Smartsheet
• Delete a row from Smartsheet • Select a Smartsheet row
• Update a row to Smartsheet |
| Snyk | • Ignore an issue |
| SurveyMonkey | • Copy a survey • Copy a survey from a template |
| Travis CI* | • Cancel build • Restart build • Trigger build |
| Twilio* | • Send SMS |
| Typeform |
• Create a workspace
• Duplicate an existing form • Get a form
• Get form insights |
| Workast | • Create a task |
| Wrike |
• Comment on a folder
• Comment on a task • Create a folder • Create a task
• Update a task |
| Zendesk* |
• Add tags
• Create a ticket • Remove tags
• Update a ticket |
| Zoom | • Create a meeting |
* Connector requires additional configuration. When adding these connectors to a workflow, you’ll be prompted to request configuration. Owners and admins can configure connector steps when they receive a request, or before their members request it.
Connect a workflow to a third-party service
Workflows take action in third-party services using the third-party account credentials that you provide. When you add a connector step to a workflow for the first time, you’ll be prompted to authenticate with your account in the third-party service. Then, you’ll decide whether the workflow should use your account credentials each time someone uses the workflow, or whether each person who uses the workflow should authenticate with their own account.
Here’s how to build a workflow with a connector step:
- From Workflow Builder, select a connector from the list on the right.
- Choose the action that you’d like your workflow to take in the third-party service, then select the step to add it to your workflow.
- Connect your third-party account. Click on Connect, then follow the prompts to authenticate your account. If someone else in your workspace has already built a workflow with the selected connector, you can skip this step.
- Configure the fields. Depending on how you’ve configured the third-party service, there will be different fields for you to send data to or receive data from. If you’d like to collect data for these fields with a form, tick the box next to Automatically create a form to collect these values.
- Decide whose account should be used for the step. Next to Account being used for this step, click on Edit. You can choose to use the account for the person who ran the workflow or your account.
Bear in mind
- If your workspace or Enterprise Grid organisation requires app approval, you’ll need to submit a request for an admin to approve before you can use a connector in Workflow Builder.
- If you don’t see a specific connector, or are having trouble submitting an approval request, find an owner or admin to ask for help.
- Some connectors will also require additional configuration before you can add their steps to a workflow. Connectors marked with an asterisk (*) in the table above require additional configuration.