Instantly supports multiple integrations that let you connect your workspace with other apps and use them in your automation workflows.
You can manage all your integrations and connected accounts from the Integrations page. Once an app is connected, you can select the connected account when configuring an automation node.
Connect an integration
Open Settings → Integrations.
From this page, you can view the integrations available in your workspace.
Use the search bar in the Apps section to find the integrations you want to connect.
Click the Add new button to connect the app.
Follow the instructions to authorize the connection.
Manage connected accounts
You can connect multiple accounts for an integration when supported.
Click Manage to view and manage all connected accounts for an integration.
Click the pencil icon to edit the connection name.
Click the trash icon to delete a connected account.
When configuring an automation, select the app and then select the connected account you want to use.
Use an integration in an automation
Once an app is connected, you can use it in an automation workflow.
Automations can use an event from one app to trigger an action in another app. The available triggers and actions depend on the integration.
Go to the Agents tab
Click 'Create New'
Click 'Create from scratch' or select a template
Click Trigger or Actions to select the app
Select the connected account you want the automation to use
Configure the event for your workflow
Test your workflow, then activate the automation
For integration-specific triggers, actions, and configuration details in automations, please refer to this guide.
