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Cassidy connects to the tools your team already uses so your Agents and Workflows can work with real company data. You can import documents into your Knowledge Base, give Agents live access to external systems through Connectors, trigger multi-step automations from events in connected apps, and deploy Agents directly into the platforms your team already works in.
Integrations page showing connected apps and available integrations in Cassidy

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Four types of integrations

Cassidy offers four types of integrations, each designed for a different purpose. Many apps support more than one type, so you can use the same tool across your Knowledge Base, Agents, Workflows, and deployed channels.

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Knowledge Base integrations

Knowledge Base integrations sync documents, files, and content from external tools into your Knowledge Base. Once imported, this content is indexed for AI-powered semantic search — your Agents and Workflows can reference it to produce accurate, cited answers grounded in your company’s own data. Examples: Import Google Drive folders, Confluence pages, Notion databases, or Slack channel history.

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Agent Connectors

Connectors let your Agents query and update data in external tools in real time during a conversation. Unlike Knowledge Base integrations, Connectors don’t copy or store data in Cassidy — they access it live, so results are always current. Examples: Look up a contact in HubSpot, update a Salesforce opportunity, or query a Snowflake data warehouse.

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Workflow integrations

Workflow integrations connect your Workflows to external apps through triggers and actions. A trigger starts the Workflow when something happens in a connected tool, and actions let the Workflow read from, write to, or interact with those tools as part of a multi-step automation. Examples: Trigger a Workflow when a Zendesk ticket is created, send a Slack message as an action step, or update a Google Sheet with results.

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Deploy integrations

Deploy integrations let you surface your Agents directly inside the communication platforms your team already uses. Once deployed, team members can chat with an Agent without leaving their daily tools — through channel mentions, direct messages, or embedded chat widgets. Examples: Deploy an Agent to Slack channels and DMs, add an Agent to Microsoft Teams, or embed an Agent on your website.

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How to connect your apps

You manage all integrations from Settings → Integrations. Cassidy supports two connection methods depending on the app:
  • OAuth — For apps like Google Drive, Slack, HubSpot, and Salesforce, you authorize access through a secure OAuth flow. Click Connect, sign in to the app, and grant Cassidy the required permissions.
  • API keys or tokens — Some apps require you to provide an API key or access token. You’ll find these in the app’s developer or admin settings, then paste them into Cassidy’s integration configuration.
Most integrations use OAuth for a simple, one-click connection. API keys are typically only needed for data warehouse and developer-oriented integrations.

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Supported integrations

Browse the full list of supported apps in the sidebar. Each integration page details the available connection types and setup instructions.

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Next steps

Set up your Knowledge Base

Import documents and content from connected apps for AI-powered search.

Explore Agent Connectors

Give your Agents live, real-time access to external business tools.

Build a Workflow

Create multi-step automations powered by your integrations.

Deploy an Agent

Put your Agent in Slack, Teams, Google Chat, or embed it on your website.

Connect non-native apps

Use webhooks and Zapier to connect tools without a native integration.