Cassidy offers multiple ways to connect with third-party applications, enabling you to bring external data into your Knowledge Base and automate actions through Workflows. Whether you need a simple data sync or complex automation, there's an integration option that fits your needs.
Native integrations
Cassidy provides built-in integrations for popular platforms that work in two distinct ways:
Knowledge Base integrations: Import and sync data from external sources to make it searchable within Cassidy. These integrations bring content into your Knowledge Base where Assistants and Workflows can access it to generate informed responses. Examples include syncing Slack channels, Google Drive documents, Notion pages, and Zendesk tickets.
Workflow integrations: Connect to external systems within Workflows to pull information from other apps or push data to them as part of automated processes. For example, you might pull customer data from your CRM or push updates back to it. These integrations enable actions like updating HubSpot records, sending Slack messages, or creating Salesforce entries.
The key distinction is that Knowledge Base integrations focus on bringing information in for search and reference (like importing Slack channel history), while
Workflow integrations enable real-time actions during automated processes (like sending a new Slack message).
For a complete list of native integrations, visit the integrations collection.
Alternative integration options
If there's no native integration for your specific app, Cassidy provides several flexible alternatives:
Within Workflows
Webhook trigger: Set up incoming webhooks to trigger Workflows when external events occur. Learn more about webhook triggers.
Send API request: Make requests to any external system to retrieve or send data. This action works with most web-based applications that offer API access. Learn more about API requests.
Zapier integration: Connect to thousands of apps through Zapier, either by triggering Workflows from Zapier events or running Zapier actions from within Workflows. Learn more about Zapier triggers and Zapier actions.
Manual data import
For applications with noisy data streams (like support ticket systems), consider a selective approach:
Export and upload: Most applications offer data export functionality. Export only the data you need and upload it directly to your Cassidy Knowledge Base. This bottom-up approach ensures you're working with relevant information rather than overwhelming your system with unnecessary data.
Proactive data capture: Use the "Save to Knowledge Base" action at the end of Workflows to automatically add new information as it becomes available. For example, save new Zendesk tickets or customer interactions directly to your Knowledge Base for future reference.
Note that you can currently only add new documents to the Knowledge Base programmatically through Workflows. Editing and deleting Knowledge Base items must be done manually.
Getting help
We're constantly expanding our integration catalog. If you need a specific integration that isn't currently available, contact our support team to discuss your requirements and potential solutions.