Connections
Learn how to connect third-party applications to Workbird for use in your workflows.
Workbird supports connections to a wide range of third-party applications. Once connected, these apps can be used as triggers (to start a workflow) or actions (to perform tasks inside a workflow).
Connection Types
1. OAuth Connections
Most modern applications use OAuth 2.0 for secure authentication, which allows you to connect without sharing your password. Examples include:
Google Workspace (Gmail, Drive, Calendar, Sheets)
Microsoft 365 (Outlook, Teams, SharePoint)
Social Media Platforms (LinkedIn, Facebook)
CRM Systems (Salesforce, HubSpot)
2. API Key Connections
Some services use simple API keys for authentication. Examples include:
Email Delivery Services (SendGrid, Mailgun)
Analytics Platforms (Google Analytics, Mixpanel)
Payment Providers (Stripe, PayPal)
3. Basic Authentication
Certain legacy systems and internal tools may use username and password for authentication.
Connecting Your First App
Step 1: Access App Registry
Go to “Connections” from your main menu.
Browse or search for the app you want to connect.
Select the app to open its connection setup.
Step 2: Authenticate
OAuth: Authorize Workbird through the app’s secure login process.
API Key: Enter the key provided by your service.
Basic Auth: Enter username and password credentials (if supported).
Step 3: Configure & Test
Give your connection a clear name (e.g., “Marketing Gmail Account”).
Add optional notes to describe its use.
Test the connection to ensure everything works correctly.
Step 4: Save & Use in Workflows
Once saved, the app will be available inside the workflow builder for use as triggers or actions.
Popular Integrations
Workbird integrates with many categories of tools, including:
Email & Communication: Gmail, Outlook, Slack, Teams
CRM & Sales: Salesforce, HubSpot, Pipedrive
Marketing: Mailchimp, ActiveCampaign
Analytics & Data: Google Analytics, BigQuery
Payments & E-commerce: Stripe, PayPal, Shopify
Authentication Management
OAuth Token Refresh
OAuth connections automatically refresh when needed. If an app connection stops working, simply re-authorize it in Connections
API Key Rotation
When API keys change, update them in the connection settings. Your existing workflows will continue to work after the update.
Permission Management
Review and confirm what permissions each connection requires.
Remove connections you no longer need.
Manage which team members can use each connection.
Custom Integrations
Bring Your Own Integration
If your desired app isn’t listed, Workbird supports custom integrations:
Call APIs directly using workflow actions.
Build private, reusable integrations for your team.
Use MCP servers or internal APIs for specialized functionality.
Best Practices
Security
Grant the minimum permissions required for your workflow.
Rotate API keys regularly.
Review app connections periodically.
Organization
Use descriptive names for each connection.
Document the purpose of every connection for your team.
Remove unused or duplicate connections.
Troubleshooting
Common Issues
OAuth Failed: Check that the correct permissions were granted and re-authorize if needed.
API Key Invalid: Verify the key is correct and still active.
Connection Timeout: Check the app’s availability or try again later.
Permission Denied: Ensure the connected account has the required access.
Testing Connections
Each connection includes a Test function. Use it after setup or when troubleshooting issues to confirm everything works correctly.
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