Connections

Learn how to connect third-party applications to Workbird for use in your workflows.

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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).

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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.

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Connecting Your First App

Step 1: Access App Registry

1. Go to “Connections” from your main menu.

2. Browse or search for the app you want to connect.

3. 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.

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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

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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.

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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.

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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.

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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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