Overview
Phinite integrations fall into two surfaces:- Channels — deploy assistants on WhatsApp, Slack, Teams, Email, Twilio Voice, and AI Chat.
- Predefined Tools — connect third-party APIs once under Integrations, then enable subtools per agent in Graph Studio.
Channels
Channel docs cover assistant deployment and inbound/outbound messaging on each surface. Predefined tools with the same name (e.g. WhatsApp) have separate API documentation under Predefined Tools.Configure email channel for inbound/outbound message handling.
Chat (AI)
AI chat actions and conversational AI integration.
Slack
Connect Slack as a conversational channel.
Microsoft Teams
Connect your agentic chatbot to Microsoft Teams.
Twilio Voice
Connect Twilio for voice assistants.
Connect WhatsApp for conversational assistants.
Predefined Tools
CRM & Sales
Apollo.io
Enrich people and organizations, search prospects, and manage accounts, contacts, and deals via the Apollo.io API.
Close CRM
Manage a Close CRM account — leads, contacts, opportunities, tasks, and activities (notes, calls, emails, SMS, meetin…
Copper CRM
Manage a Copper CRM account — people, companies, leads, opportunities, tasks, projects, activities, plus account/conf…
Freshsales CRM
Manage Freshsales CRM contacts, accounts, deals, notes, tasks, and perform search via the Freshsales REST API.
HubSpot CRM
Create, read, update, delete, and search HubSpot CRM records (contacts, companies, deals, tickets) and retrieve objec…
Insightly
Manage Insightly CRM records — contacts, organisations, leads, opportunities, projects, tasks, and events — via the I…
Microsoft Dynamics 365
Manage Microsoft Dynamics 365 Business Central companies, customers, vendors, items, sales/purchase invoices, sales o…
Outreach
Manage Outreach.io sales-engagement resources — prospects, accounts, sequences, sequence enrollments, mailboxes, task…
Pipedrive
Manage Pipedrive CRM deals, persons, organizations, activities, notes, pipelines, leads, products, and deal-products …
Salesforce
Connect Salesforce to create and update leads, accounts, and opportunities,
Salesloft
Manage Salesloft sales-engagement data — people, accounts, cadences and memberships, users, notes, tasks, calls, emai…
Marketing & Social
ActiveCampaign
Manage an ActiveCampaign account — contacts, tags, lists, deals, accounts, plus contact-tag/list associations and cus…
Customer.io
Manage Customer.io people, events, devices, segments, campaigns, transactional messages, and message history via the …
Manage an Instagram Business or Creator account — profile, media publishing, comments, insights, hashtags, stories, a…
SendGrid
Send emails, manage contacts and lists, create single sends, retrieve templates, handle suppressions, and view stats …
Customer Support
Front
Manage Front shared-inbox communication — conversations, messages and replies, contacts, inboxes, channels, teammates…
Gorgias
Manage Gorgias helpdesk resources — tickets, ticket messages, customers, users, tags, and views — via the Gorgias RES…
Help Scout
Manage Help Scout Mailbox support resources — conversations, threads, customers, mailboxes, users, and tags — via the…
Intercom
Manage Intercom contacts, companies, conversations, notes, tags, admins, and help-center articles via the Intercom RE…
Kustomer
Manage a Kustomer account — customers, conversations, messages, notes, tasks, companies, tags, teams, users, and shor…
Zoho Desk
Manage Zoho Desk help-desk tickets, comments, contacts, accounts, agents, departments, and knowledge-base articles vi…
Communication & Messaging
Facebook Messenger
Send messages and manage a Facebook Messenger bot via the Messenger Platform — text, attachments, quick replies, temp…
Gmail
Read, search, draft, send, and reply to emails…
Google Meet
Manage Google Meet spaces, conference records, participants, recordings, and transcripts via the Google Meet REST API…
Microsoft Teams
Manage Microsoft Teams teams, channels, messages, chats, members, online meetings, and Planner tasks via the Microsof…
Slack
Send and manage Slack messages, reactions, channels, users, scheduled messages, and pins via the Slack Web API.
Microsoft Teams (Legacy)
Send messages and approvals in Microsoft Teams, integrate Graph permissions,
Telegram
Send and receive Telegram bot messages, automate support, deliver notifications,
Twilio
Send SMS/MMS, make voice calls, manage recordings, accounts, phone numbers, conferences, and Conversations via the Tw…
Vonage
Send SMS and multi-channel messages, run phone verification (OTP) and number insight lookups, and manage account bala…
Send WhatsApp messages (text, media, location, contacts, reactions, interactive messages, templates) and manage media…
Zoom
Manage Zoom meetings, users, webinars, cloud recordings, chat channels/messages, and past-meeting participants via th…
Productivity & Collaboration
Google Calendar
Create, update, and query events, check availability, send invites,
Google Drive
Upload, download, search, and share files, manage folders and permissions,
Google Sheets
Read, write, and append spreadsheet rows, format ranges, and automate
Notion
Read and update Notion pages and databases, search content, append
Zoho Office Integrator
Create, edit, preview, convert, and compare documents, spreadsheets, and presentations via Zoho Office Integrator.
Analytics & Business Intelligence
Amplitude
Manage Amplitude event tracking, analytics queries, taxonomy, cohorts, and user lookups via the Amplitude REST APIs.
Google BigQuery
Query BigQuery datasets with SQL, inspect tables, export results, and
Looker
Query Looker data, manage Looks, dashboards, folders, users, and scheduled plans on a Looker BI instance via the Look…
Mixpanel
Manage Mixpanel event tracking, identity, user/group profiles, analytics queries, cohorts, annotations, and lookup ta…
Power BI
Manage Power BI datasets, reports, dashboards, workspaces (groups), dataflows, and gateways via the Power BI REST API.
Tableau
Manage Tableau workbooks, datasources, views, users, groups, and projects via the Tableau REST API.
Databases & Data Storage
Azure Blob Storage
Manage Azure Blob Storage containers and blobs via the Azure Blob Storage REST API.
Azure Cosmos DB
Manage Azure Cosmos DB containers and items (documents) via the Cosmos DB REST API.
MongoDB
Perform CRUD and aggregations on MongoDB collections, manage indexes,
MySQL
Execute queries, manage tables and schema, and perform CRUD operations on a MySQL database via async connection.
Redis
Run Redis operations — strings, hashes, lists, sets, sorted sets, pub/sub, TTL management, and server info via the Re…
Cloud & DevOps
Azure
Manage Azure resources via the Azure Resource Manager REST API — subscriptions, resource groups, virtual machines, st…
Docker
Manage Docker containers, images, networks, and volumes on a remote Docker daemon via the Docker Engine REST API.
GitHub
‘Manage repositories, issues, and pull requests: create tickets, comment,
Google Cloud
Manage Google Cloud Platform resources — Compute Engine VMs, Cloud Storage buckets and objects, Cloud SQL instances, …
Jira
Create, search, update, and transition Jira issues, add comments, and
ServiceNow
Manage ServiceNow incidents, change requests, problems, users, knowledge articles, CMDB CIs, and any table record via…
Identity & Security
Auth0
Manage an Auth0 tenant via the Management API v2 — users, roles, user blocks, applications, connections, organization…
Okta
Manage Okta users, groups, applications, user lifecycle, and system log events via the Okta Management API.
Finance & Payments
Braintree
Interact with the Braintree (PayPal) GraphQL API — run GraphQL queries/mutations plus convenience operations for tran…
Chargebee
Manage Chargebee billing — customers, subscriptions, invoices, transactions, credit notes, and the product catalog (i…
PayPal
Manage PayPal operations — orders, payouts, invoices, products, billing plans, and subscriptions via the PayPal REST …
Razorpay
Manage Razorpay orders, payments, refunds, customers, items, and settlements via the Razorpay REST API.
Recurly
Manage a Recurly subscription-billing site — accounts, subscriptions, plans, invoices, transactions, and coupons — vi…
Square
Manage Square payments, refunds, orders, catalog, customers, cards, invoices, payment links, subscriptions, inventory…
E-Commerce & Shipping
ShipStation
Manage ShipStation shipping and fulfillment — orders, shipments and labels, carriers, products, customers, warehouses…
Shopify
Manage a Shopify store — create, update, and retrieve products, orders, and customers via the Shopify Admin REST API.
HR Management
Workday HCM
Access Workday HCM data — workers, organizations, job profiles, positions, locations, time off, and business titles v…
Forms & Surveys
Tally
Manage Tally forms, submissions, webhooks, workspaces, and organization members via the Tally REST API.
AI & Developer Tools
API
Connect any REST API with configurable auth, headers, and retries,
Brave Search
Run privacy-first web, news, and image searches with rich snippets,
Firecrawl
Scrape pages into clean markdown, crawl domains, extract structured
MCP Client
Dynamically proxy any tool exposed by a remote MCP server over SSE or Streamable HTTP transport with optional authent…