Rebuild a workflow with third-party steps

In the legacy version of Workflow Builder, adding steps from apps allowed you to connect a workflow to a third-party service. To replicate this experience in the new version of Workflow Builder, we’ve built a variety of connectors that you can add to your workflows to send information collected by your workflow to another service, or pull information from that service into Slack.

Available connectors

Connector	Workflow steps
Adobe Acrobat Sign*	• Send an agreement
Airtable	• Add a record • Delete a record • Select a record • Update a record
Asana	• Add task to a section • Comment on a task • Create a project • Create a task • Update a task
Atlassian Bitbucket	• Create an issue • Merge pull request
Basecamp	• Create a project • Create a to-do item • Create a to-do list • Mark a to-do item as complete • Mark a to-do item as pending
Box	• Copy a file • Create a folder
Box sign	• Create a sign request with a template
Calendly	• Get meeting link
Cisco Webex Meetings	• Create a meeting
ClickUp	• Create a task in a folder
Deel	• Add a time-off request • Create a new contact
Dialpad	• Send an SMS
DocuSign	• Create an envelope • Send an envelope
Dropbox	• Copy a document • Create a folder • Create a shared link • Delete a document • Move a document
Dropbox Sign	• Send a signature request using a template
FireHydrant*	• Create a task • Create an incident • Update a task • Update an incident
Giphy	• Random GIF • Search for a GIF
GitHub	• Create an issue
GitHub Enterprise Server*	• Create an issue
GitLab	• Create an issue
Google Calendar	• Add attendee to event • Create a calendar event
Google Mail	• Send an email
Google Meet	• Start a meeting
Google Sheets	• Add to spreadsheet • Delete from a spreadsheet • Select a spreadsheet row • Update a spreadsheet
Google Tasks	• Create a task list • Insert a task
Greenhouse – Onboarding*	• Create pending hire • Fetch employees
Greenhouse – Recruiting*	• Candidate activity • Hire application • List job candidate • Reject application
Guru	• Add a comment • Create a card • Delete a card • Unverify a card • Update a card • Verify a card
Intercom	• Create a ticket • Create an article
Jira Cloud	• Create an issue • Edit an issue
LaunchDarkly	• Create a boolean feature flag • Create approval request to update a feature flag’s status • Update a feature flag’s state • Update a target in a feature flag • Update a target in a segment
Lever*	• Create a panel • Create an interview • Create an opportunity
Linear	• Add a comment • Create a project • Create an issue • Update an issue
Loopio*	• Create a project
Lucid	• Create a document
Mailchimp	• Add a contact to audience • Create an email campaign • Get campaign report • Send a campaign
Microsoft Excel	• Add to worksheet • Delete from a worksheet • Select a worksheet row • Update a worksheet
Microsoft OneDrive	• Copy a file • Create a file
Microsoft OneNote	• Create a page • Update a page
Microsoft Outlook Calendar	• Create a calendar event
Microsoft Outlook Email	• Send an email
Microsoft Teams Calls	• Create a meeting
Miro	• Copy board • Create board
Monday*	• Archive a board • Create a board • Create a group • Create an item
Notion	• Archive a page • Create a page
PagerDuty	• Add a note • Change escalation level • Resolve an incident • Trigger an incident
Ramp	• Create a new physical card • Create a new virtual card • Create spend request • Get a spend request • Suspend a card • Terminate a card • Unlock a card
Ring Central	• Send an SMS
Rootly*	• Create a cause • Create an alert • Update a cause
Salesforce	• Create a record • Delete a record • Read a record • Run a flow • Update a record
ServiceNow	• Create an incident • Get an incident
SmartRecruiters – SmartOnboard*	• Create a candidate • Create a candidate and assign to job • Provide feedback for a candidate
Smartsheet	• Add a row to a Smartsheet • Delete a row from Smartsheet • Select a Smartsheet row • Update a row to Smartsheet
Snyk	• Ignore an issue
SurveyMonkey	• Copy a survey • Copy a survey from a template
Travis CI*	• Cancel build • Restart build • Trigger build
Twilio*	• Send SMS
Typeform	• Create a workspace • Duplicate an existing form • Get a form • Get form insights
Workast	• Create a task
Wrike	• Comment on a folder • Comment on a task • Create a folder • Create a task • Update a task
Zendesk*	• Add tags • Create a ticket • Remove tags • Update a ticket
Zoom	• Create a meeting

* Connector requires additional configuration. When adding these connectors to a workflow, you’ll be prompted to request configuration. Owners and admins can configure connector steps when they receive a request, or before their members request it.

Connect a workflow to a third-party service

Workflows take ‌action in third-party services using the third-party account credentials that you provide. When you add a connector step to a workflow for the first time, you’ll be prompted to authenticate with your account in the third-party service. Then, you’ll decide whether the workflow should use your account credentials each time someone uses the workflow, or whether each person who uses the workflow should authenticate with their own account.

Here’s how to build a workflow with a connector step:

1. From Workflow Builder, select a connector from the list on the right.
2. Choose the action that you’d like your workflow to take in the third-party service, then select the step to add it to your workflow.
3. Connect your third-party account. Click on Connect, then follow the prompts to authenticate your account. If someone else in your workspace has already built a workflow with the selected connector, you can skip this step.
4. Configure the fields. Depending on how you’ve configured the third-party service, there will be different fields for you to send data to or receive data from. If you’d like to collect data for these fields with a form, tick the box next to Automatically create a form to collect these values.
5. Decide whose account should be used for the step. Next to Account being used for this step, click on Edit. You can choose to use the account for the person who ran the workflow or your account. 

Bear in mind

• If your workspace or Enterprise Grid organisation requires app approval, you’ll need to submit a request for an admin to approve before you can use a connector in Workflow Builder.
• If you don’t see a specific connector, or are having trouble submitting an approval request, find an owner or admin to ask for help.
• Some connectors will also require additional configuration before you can add their steps to a workflow. Connectors marked with an asterisk (*) in the table above require additional configuration.