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.

Types of integrations

Cassidy supports three distinct types of integrations, each serving different purposes:

Knowledge Base integrations: Import and sync data from external sources to make it searchable within Cassidy using semantic search. These integrations bring content into your Knowledge Base where Agents and Workflows can access it to generate informed responses. Use this when you want to make external data discoverable and searchable within Cassidy.
Agent tools: Enable Agents to interact with external systems in real-time during conversations. These tools allow Agents to grab and push structured data right when needed for ad-hoc queries. Examples include searching or updating CRM data.
Workflow integrations: Connect to external systems within Workflows to pull information from other apps or push data to them as part of defined, repeatable automated processes. Use this for systematic automation like updating CRM records, sending notifications, or processing data between systems.

Connection methods

Most integrations use standard authentication methods:

OAuth: Secure authentication that allows you to connect using your existing account credentials
API keys and tokens: Direct authentication using your platform's API credentials
Connection IDs: Platform-specific identifiers for accessing your data

The specific connection method depends on the platform, but most follow these standard patterns. Detailed setup instructions are available in individual integration articles.

Supported integrations

App Name	Type
Airtable	Agent Tools
Box	Knowledge Base (documents, folders) Workflows New File New Folder New Event Upload File Search for Content Get Comments Upload New File Version Download File
Coda	Knowledge Base (content)
Confluence	Knowledge Base (spaces)
Gmail	Workflows New Email Received Send Email Draft Email Add Labels to Message
Gong	Knowledge Base (calls, folders, workspaces) Workflows New Call Transcript
Google Calendar	Workflows New or Updated Event Create Event Update Event Get Schedule Get Events
Google Drive	Knowledge Base (documents, folders) Workflows Changes to Specific Files Changes to Specific Files (Shared Drive) New File New File (Shared Drive) New or Modified Comments New or Modified Files New or Modified Folders Create Folder Create File from Template Create File from Text Delete File or Folder Find Files Find Folders Get File by ID Download File Get Folder ID for Path Get Shared Drives List Files Move File Move to Trash Share File or Folder Update File Upload File
Google Sheets	Workflows New Comment New Row New Updates New Worksheet Get Spreadsheet by ID Add Row Get Values in Range Clear Cell Clear Rows Copy Worksheet Add Column Create Spreadsheet Create Worksheet Delete Rows Delete Worksheet Find Rows Get Cell Insert Anchored Note Insert Comment List Worksheets Update Cell Update Row Upsert Row
Google Slides	Workflows Create Presentation Create Presentation from Template
HubSpot	Agent Tools Workflows Record Created (Company, Contact, Deal, Ticket) Record Updated (Company, Contact, Deal, Ticket) Update Record Look Up Record Find or Create Record Create Association Remove Association Find Associated Records
Jira	Knowledge Base (projects) Workflows New Event New Issue Updated Issue Create Issue Get Issue Get All Projects Add Attachments to Issue Add Comment to Issue Add Watcher to Issue Search Issues Assign Issue Create Project Version Get Issue Transitions Get User Get Users Update Issue Transition Issue List Issue Comments Update Comment
LinkedIn	Workflows Scrape Profile Scrape Company Profile Scrape Company Posts Summarize Profile Summarize Profile from Name and Email
Microsoft Outlook	Workflows New Email Received Send Email Reply to Email Draft Email Add Label to Message
Microsoft Outlook Calendar	Workflows New Event Updated Event Create Event Update event Get Schedule Get Events
Microsoft Teams	Workflows New Channel Message New Chat Message Send Channel Message Send Chat Message
Notion	Knowledge Base (pages, tables)
OneDrive	Knowledge Base (documents, folders)
Salesforce	Agent Tools Workflows Record Created Record Updated Update Record Look Up Record Find or Create Record Find Child Records Create Child Record Delete Child Records
ServiceNow	Knowledge Base (articles, service catalog items)
SharePoint	Knowledge Base (sites, documents, pages, lists) Workflows New File Created New Folder Created Create Folder Create Item Create Link Create List Download File Find File or Folder by Name Get File(s) List Files in Folder Update List Item Upload File
Slack	Knowledge Base (channels) Workflows New Message Send Message
YouTube	Knowledge Base (transcripts by URL)
Zapier	Workflows Zapier Trigger Run Zapier Action
Zendesk	Knowledge Base (help center content) Workflows New Ticket Ticket Updated Add Comment to Ticket

The steps to connect each app can be found in their respective articles within this collection.

Note: For apps without native integrations or alternative connection methods, see Connecting to third-party apps.

Suggesting new integrations:

We are continually working on expanding our integration options to bring even more convenience and efficiency to our users.

If you have suggestions for potential integrations or require additional platforms to be integrated with Cassidy, please reach out to our support team at [email protected].

Overview of Integrations

Types of integrations

Connection methods

Supported integrations

Suggesting new integrations: