Integrations

What Are Integrations?

Integrations connect Decisional to external services, allowing your agents to send emails, update CRMs, post to Slack, query databases, and more.

Why Integrations Matter

Agents without integrations can only work with worksheet data. Integrations let agents interact with the real world - sending emails, updating records, fetching live data.

Available Integrations

Communication

Gmail

What it does:

Send emails
Read inbox
Search messages
Attach files

Use cases:

Send quotes to customers
Email notifications
Process incoming requests

Outlook

What it does:

Send emails (Office 365)
Access calendar
Read messages

Use cases:

Corporate email automation
Meeting scheduling
Email-based workflows

Slack

What it does:

Post messages to channels
Send direct messages
Create threads
Upload files

Use cases:

Team notifications
Alert on errors
Share reports

Discord

What it does:

Post to channels
Send messages
Create embeds

Use cases:

Community updates
Bot interactions
Notifications

Microsoft Teams

What it does:

Post to channels
Send messages
Create adaptive cards

Use cases:

Enterprise notifications
Team collaboration
Workflow updates

What it does:

Send messages
Create bots
Notifications

Use cases:

Personal notifications
Bot commands
Alerts

CRM & Sales

HubSpot

What it does:

Create/update contacts
Manage deals
Log activities
Custom properties

Use cases:

Auto-update deal stages
Enrich contact data
Log quote sent activities

Salesforce

What it does:

CRUD operations on objects
Query SOQL
Update opportunities
Custom fields

Use cases:

Sync quotes to opportunities
Update account data
Log interactions

Attio

What it does:

Manage records
Update lists
Custom fields

Use cases:

Modern CRM automation
Flexible data models

Pipedrive

What it does:

Manage deals
Update stages
Add activities

Use cases:

Sales pipeline automation
Deal tracking

Close

What it does:

Manage leads
Log calls
Send emails

Use cases:

Sales automation
Lead tracking

Storage & Files

Google Drive

What it does:

Upload files
Read files
Organize folders
Share links

Use cases:

Save generated reports
Read source documents
Backup data

OneDrive

What it does:

Upload/download files
SharePoint access
Folder management

Use cases:

Corporate file storage
SharePoint integration

Dropbox

What it does:

File operations
Folder sync

Use cases:

File storage
Team folders

Amazon S3

What it does:

Upload objects
Download files
Bucket operations

Use cases:

Large file storage
Data archiving
Static hosting

Databases

PostgreSQL

What it does:

Run SQL queries
Insert/update records
Read tables

Use cases:

Sync to production DB
Query live data
Write results

MySQL

What it does:

Execute queries
CRUD operations

Use cases:

Legacy system integration
Data sync

Snowflake

What it does:

Data warehouse queries
Large dataset operations

Use cases:

Analytics queries
Data pipeline

BigQuery

What it does:

Run queries
Access datasets

Use cases:

Google Cloud data
Analytics

Microsoft SQL Server

What it does:

T-SQL queries
Stored procedures

Use cases:

Enterprise databases
Windows environments

Payments & Finance

Stripe

What it does:

Create invoices
Process payments
Manage customers

Use cases:

Auto-invoice customers
Payment tracking

Bill.com

What it does:

Create bills
Manage vendors
Approve payments

Use cases:

AP automation
Vendor management

Calendar

Google Calendar

What it does:

Create events
Check availability
Send invites

Use cases:

Schedule meetings
Block time

Outlook Calendar

What it does:

Manage events
Corporate calendars

Use cases:

Meeting automation
Enterprise scheduling

Custom

Webhooks

What it does:

Trigger agents from external events
Send data to your API

Use cases:

Custom integrations
Real-time triggers

REST API

What it does:

Call any HTTP API
Custom headers/auth

Use cases:

Internal tools
Third-party APIs

Connecting an Integration

Navigate to Integrations

Go to Settings → Integrations from the sidebar

Find Your Service

Browse or search for the integration you want (e.g., “Gmail”)

Click Add Integration

Click the Add Integration button

Authorize Access

For OAuth (Gmail, Slack, HubSpot, etc.):

A popup window opens
Sign in to the service
Review permissions
Click “Allow” or “Authorize”

For API Key (databases, webhooks):

Enter your API key, host, credentials
Test connection
Save

Configure Settings

Some integrations have additional settings:

Gmail: Choose which email to send from
Slack: Select default workspace
Database: Set connection pool size

Test Connection

Click Test Connection to verify it worksSuccess: Green checkmark, “Connected”Failure: Error message with details

You can connect multiple accounts of the same integration (e.g., personal Gmail and work Gmail)

Using Integrations in Agents

Once connected, reference integrations in your agent instructions.

Email Example

Agent Instructions:

When a quote is generated:
1. Create a PDF of the quote
2. Send an email via Gmail to the customer:
   - To: Customer email from worksheet
   - Subject: "Your Quote from Acme Corp"
   - Body: "Thank you for your interest..."
   - Attach the quote PDF
3. Mark the row as "Sent"

The agent will automatically:

Use your connected Gmail account
Compose the email
Attach files
Send it
Handle errors (e.g., invalid email address)

CRM Example

Agent Instructions:

For each processed quote:
1. Look up the contact in HubSpot by email
2. If found:
   - Update the deal stage to "Quote Sent"
   - Add a note: "Quote #[ID] sent on [date]"
   - Set custom property "Last Quote Amount" to [total]
3. If not found:
   - Create a new contact
   - Create a new deal
   - Set initial stage to "Quote Sent"

Slack Example

Agent Instructions:

If a quote total exceeds $50,000:
1. Mark as "Needs Approval"
2. Post to #sales-leadership Slack channel:
   - Message: "High-value quote pending approval"
   - Include: Customer, amount, quote ID
   - Tag: @sales-manager
3. Wait for manual approval before sending

Integration Settings

Manage integration-specific settings.

Access Control

Workspace-Wide
Private

Everyone in the workspace can use this integrationBest for:

Shared team accounts (e.g., company Gmail)
Company Slack workspace
Shared CRM

How to set:

Toggle “Share with workspace” ON

Rate Limits

Some integrations have rate limits:

Integration	Limit	What Happens When Exceeded
Gmail	500 emails/day (free accounts)	Error: “Rate limit exceeded”
HubSpot	100 API calls/10 sec	Automatic retry with backoff
Slack	1 message/second per channel	Queued and sent when available
Databases	Varies by plan	Connection pool exhaustion

Best practices:

Batch operations when possible
Add delays between API calls
Monitor usage in integration settings

Advanced Configuration

Custom API Integration

For services without native integration:

Add Custom API

Click Add Integration → Custom API

Configure Endpoint

Basic settings:

Name: “My Internal API”
Base URL: https://api.mycompany.com
Authentication: Bearer token, API key, or OAuth

Headers (optional):

{
  "Content-Type": "application/json",
  "X-Custom-Header": "value"
}

Test Request

Make a test API call:

GET /health

Verify you get expected response.

Use in Agent

Call My Internal API:
- Endpoint: POST /customers
- Body: {
    "name": "[customer name]",
    "email": "[customer email]"
  }

Database Connections

For secure database access:

PostgreSQL Setup

Connection details:

Host: db.mycompany.com
Port: 5432
Database: production
User: decisional_agent
Password: [secure password]
SSL: Required (recommended)

Grant permissions (on your DB):

CREATE USER decisional_agent WITH PASSWORD 'secure_password';
GRANT SELECT, INSERT, UPDATE ON schema.table TO decisional_agent;

In agent instructions:

Query PostgreSQL database:
SELECT customer_id, total_orders
FROM customers
WHERE created_at >= '2025-01-01'

MySQL Setup

Connection string:

mysql://user:password@host:3306/database?ssl=true

Best practices:

Use read-only user for queries
Create dedicated user for Decisional
Enable SSL
Whitelist Decisional IPs (Enterprise)

Snowflake Setup

Account details:

Account: xyz12345.us-east-1
Username: DECISIONAL_AGENT
Password: [secure password]
Warehouse: DECISIONAL_WH
Database: ANALYTICS
Role: DECISIONAL_ROLE

Grant permissions (in Snowflake):

CREATE ROLE DECISIONAL_ROLE;
GRANT USAGE ON WAREHOUSE DECISIONAL_WH TO ROLE DECISIONAL_ROLE;
GRANT SELECT ON DATABASE ANALYTICS TO ROLE DECISIONAL_ROLE;
CREATE USER DECISIONAL_AGENT PASSWORD='...' DEFAULT_ROLE=DECISIONAL_ROLE;

Webhook Setup

Create custom event triggers:

Create Webhook

Go to Integrations → Add Integration → Webhook

Copy Webhook URL

You’ll get a unique URL:

https://api.decisional.com/webhooks/wh_abc123xyz

Configure Source

In the external service (Typeform, Stripe, etc.):

Add webhook URL
Select events to send
Configure payload

Example: Stripe

Event: invoice.payment_succeeded
Endpoint: [your webhook URL]

Set Trigger

In your agent:

Trigger: Webhook
Webhook: [select the one you created]

Agent runs whenever the webhook receives data.

Troubleshooting

Integration disconnected

Symptoms:

“Integration not found” error
“Authentication expired” message

Causes:

Token expired (OAuth)
Password changed
Integration deleted
Permissions revoked

Fix:

Go to Settings → Integrations
Find the disconnected integration (red warning icon)
Click Reconnect
Re-authorize

Permission denied

Error: Permission denied: Cannot send emailsCauses:

Integration not shared with workspace
Your account lacks permissions in the service
OAuth scope missing

Fix:

Check workspace sharing: Integration owner should enable “Share with workspace”
Check service permissions: Ensure your account has required permissions (e.g., can send emails in Gmail)
Re-authorize with correct scopes: Disconnect and reconnect, ensuring all permissions are granted

Rate limit exceeded

Error: Rate limit exceeded: 100 calls/minuteCauses:

Too many API calls in short time
Multiple agents using same integration
Exceeding service’s free tier limits

Fix:

Add delays: In instructions, add “Wait 1 second between each email”
Batch operations: Process fewer items per run
Upgrade plan: Service may have higher limits on paid tiers
Use multiple accounts: Distribute load across accounts

API error: 400/401/403/500

400 Bad Request:

Invalid data format
Fix: Check payload structure, required fields

401 Unauthorized:

Invalid credentials
Fix: Reconnect integration

403 Forbidden:

Insufficient permissions
Fix: Grant required permissions in the service

500 Internal Server Error:

Service is down
Fix: Wait and retry, or contact service support

Webhook not triggering

Symptoms:

Event happens in external service
Agent doesn’t run

Debug steps:

Check webhook URL: Ensure it’s correctly configured in external service
Check webhook logs: Settings → Integrations → [Webhook] → View Logs
Verify event type: Make sure you’re listening to correct events
Test webhook: Use external service’s “Test webhook” feature

Common issues:

Webhook URL copied incorrectly
Event type mismatch (listening to payment_succeeded but service sends payment.succeeded)
Firewall blocking incoming requests (Enterprise: whitelist Decisional IPs)

Security Best Practices

Use least privilege: Grant only necessary permissions (e.g., read-only for data queries)

Create dedicated accounts: Use service accounts, not personal accounts, for integrations

Enable 2FA: On all connected accounts where possible

Rotate credentials: Change API keys and passwords periodically

Audit access: Review integration logs monthly for unexpected activity

Revoke unused integrations: Disconnect integrations you’re no longer using

Use SSL/TLS: Always enable encrypted connections for databases

Integration Limits by Plan

Feature	Free	Professional	Enterprise
Max integrations	5	Unlimited	Unlimited
Custom API	❌	✅	✅
Database connections	❌	✅	✅
Webhooks	1	10	Unlimited
OAuth apps	Standard	Standard	Custom (white-label)
IP whitelisting	❌	❌	✅
Dedicated credentials	❌	❌	✅

Request New Integrations

Don’t see the integration you need?

Request Integration

Email us at [email protected] with:

Service name
What you want to automate
API documentation link (if available)

Popular requested integrations:

Airtable
Notion
QuickBooks
NetSuite
Zendesk
Intercom

Next Steps

Working with Agents

Learn how to use integrations in agent instructions

Setup Guide

Step-by-step integration setup walkthrough

Webhooks Tutorial

Build event-driven workflows

API Reference

Programmatic integration management

Getting Started

User Guides

Reference

​What Are Integrations?

Why Integrations Matter

​Available Integrations

​Communication

Gmail

Outlook

Slack

Discord

Microsoft Teams

Telegram

​CRM & Sales

HubSpot

Salesforce

Attio

Pipedrive

Close

​Storage & Files

Google Drive

OneDrive

Dropbox

Amazon S3

​Databases

PostgreSQL

MySQL

Snowflake

BigQuery

Microsoft SQL Server

​Payments & Finance

Stripe

Bill.com

​Calendar

Google Calendar

Outlook Calendar

​Custom

Webhooks

REST API

​Connecting an Integration

​Using Integrations in Agents

​Email Example

​CRM Example

​Slack Example

​Integration Settings

​Access Control

​Rate Limits

​Advanced Configuration

​Custom API Integration

​Database Connections

​Webhook Setup

​Troubleshooting

​Security Best Practices

​Integration Limits by Plan

​Request New Integrations

Request Integration

​Next Steps

Working with Agents

Setup Guide

Webhooks Tutorial

API Reference

What Are Integrations?

Available Integrations

Communication

CRM & Sales

Storage & Files

Databases

Payments & Finance

Calendar

Custom

Connecting an Integration

Using Integrations in Agents

Email Example

CRM Example

Slack Example

Integration Settings

Access Control

Rate Limits

Advanced Configuration

Custom API Integration

Database Connections

Webhook Setup

Troubleshooting

Security Best Practices

Integration Limits by Plan

Request New Integrations

Next Steps