Integrations Hub
Overview
Section titled “Overview”Phinite integrations fall into two surfaces:
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Channels — deploy assistants on WhatsApp, Slack, Teams, Email, Twilio Voice, and AI Chat.
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Predefined Tools — connect third-party APIs once under Integrations, then enable subtools per agent in Graph Studio.
Channels
Section titled “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.
EmailConfigure email channel for inbound/outbound message handling.
Chat (AI)AI chat actions and conversational AI integration.
SlackConnect Slack as a conversational channel.
Microsoft TeamsConnect your agentic chatbot to Microsoft Teams.
Twilio VoiceConnect Twilio for voice assistants.
WhatsAppConnect WhatsApp for conversational assistants.
Predefined Tools
Section titled “Predefined Tools”CRM & Sales
Section titled “CRM & Sales”
Apollo.ioEnrich people and organizations, search prospects, and manage accounts, contacts, and deals via the Apollo.io API.
Close CRMManage a Close CRM account — leads, contacts, opportunities, tasks, and activities (notes, calls, emails, SMS, meetin...
Copper CRMManage a Copper CRM account — people, companies, leads, opportunities, tasks, projects, activities, plus account/conf...
Freshsales CRMManage Freshsales CRM contacts, accounts, deals, notes, tasks, and perform search via the Freshsales REST API.
HubSpot CRMCreate, read, update, delete, and search HubSpot CRM records (contacts, companies, deals, tickets) and retrieve objec...
InsightlyManage Insightly CRM records — contacts, organisations, leads, opportunities, projects, tasks, and events — via the I...
Microsoft Dynamics 365Manage Microsoft Dynamics 365 Business Central companies, customers, vendors, items, sales/purchase invoices, sales o...
OutreachManage Outreach.io sales-engagement resources — prospects, accounts, sequences, sequence enrollments, mailboxes, task...
PipedriveManage Pipedrive CRM deals, persons, organizations, activities, notes, pipelines, leads, products, and deal-products ...
SalesforceConnect Salesforce to create and update leads, accounts, and opportunities,
SalesloftManage Salesloft sales-engagement data — people, accounts, cadences and memberships, users, notes, tasks, calls, emai...Marketing & Social
Section titled “Marketing & Social”
ActiveCampaignManage an ActiveCampaign account — contacts, tags, lists, deals, accounts, plus contact-tag/list associations and cus...
Customer.ioManage Customer.io people, events, devices, segments, campaigns, transactional messages, and message history via the ...
InstagramManage an Instagram Business or Creator account — profile, media publishing, comments, insights, hashtags, stories, a...
SendGridSend emails, manage contacts and lists, create single sends, retrieve templates, handle suppressions, and view stats ...Customer Support
Section titled “Customer Support”
FrontManage Front shared-inbox communication — conversations, messages and replies, contacts, inboxes, channels, teammates...
GorgiasManage Gorgias helpdesk resources — tickets, ticket messages, customers, users, tags, and views — via the Gorgias RES...
Help ScoutManage Help Scout Mailbox support resources — conversations, threads, customers, mailboxes, users, and tags — via the...
IntercomManage Intercom contacts, companies, conversations, notes, tags, admins, and help-center articles via the Intercom RE...
KustomerManage a Kustomer account — customers, conversations, messages, notes, tasks, companies, tags, teams, users, and shor...
Zoho DeskManage Zoho Desk help-desk tickets, comments, contacts, accounts, agents, departments, and knowledge-base articles vi...Communication & Messaging
Section titled “Communication & Messaging”
Facebook MessengerSend messages and manage a Facebook Messenger bot via the Messenger Platform — text, attachments, quick replies, temp...
GmailRead, search, draft, send, and reply to emails...
Google MeetManage Google Meet spaces, conference records, participants, recordings, and transcripts via the Google Meet REST API...
Microsoft TeamsManage Microsoft Teams teams, channels, messages, chats, members, online meetings, and Planner tasks via the Microsof...
SlackSend 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,
TelegramSend and receive Telegram bot messages, automate support, deliver notifications,
TwilioSend SMS/MMS, make voice calls, manage recordings, accounts, phone numbers, conferences, and Conversations via the Tw...
VonageSend SMS and multi-channel messages, run phone verification (OTP) and number insight lookups, and manage account bala...
WhatsAppSend WhatsApp messages (text, media, location, contacts, reactions, interactive messages, templates) and manage media...
ZoomManage Zoom meetings, users, webinars, cloud recordings, chat channels/messages, and past-meeting participants via th...Productivity & Collaboration
Section titled “Productivity & Collaboration”
Google CalendarCreate, update, and query events, check availability, send invites,
Google DriveUpload, download, search, and share files, manage folders and permissions,
Google SheetsRead, write, and append spreadsheet rows, format ranges, and automate
NotionRead and update Notion pages and databases, search content, append
Zoho Office IntegratorCreate, edit, preview, convert, and compare documents, spreadsheets, and presentations via Zoho Office Integrator.Analytics & Business Intelligence
Section titled “Analytics & Business Intelligence”
AmplitudeManage Amplitude event tracking, analytics queries, taxonomy, cohorts, and user lookups via the Amplitude REST APIs.
Google BigQueryQuery BigQuery datasets with SQL, inspect tables, export results, and
LookerQuery Looker data, manage Looks, dashboards, folders, users, and scheduled plans on a Looker BI instance via the Look...
MixpanelManage Mixpanel event tracking, identity, user/group profiles, analytics queries, cohorts, annotations, and lookup ta...
Power BIManage Power BI datasets, reports, dashboards, workspaces (groups), dataflows, and gateways via the Power BI REST API.
TableauManage Tableau workbooks, datasources, views, users, groups, and projects via the Tableau REST API.Databases & Data Storage
Section titled “Databases & Data Storage”
Azure Blob StorageManage Azure Blob Storage containers and blobs via the Azure Blob Storage REST API.Azure Cosmos DBManage Azure Cosmos DB containers and items (documents) via the Cosmos DB REST API.
MongoDBPerform CRUD and aggregations on MongoDB collections, manage indexes,
MySQLExecute queries, manage tables and schema, and perform CRUD operations on a MySQL database via async connection.
RedisRun Redis operations — strings, hashes, lists, sets, sorted sets, pub/sub, TTL management, and server info via the Re...Cloud & DevOps
Section titled “Cloud & DevOps”AzureManage Azure resources via the Azure Resource Manager REST API — subscriptions, resource groups, virtual machines, st...
DockerManage 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 CloudManage Google Cloud Platform resources — Compute Engine VMs, Cloud Storage buckets and objects, Cloud SQL instances, ...
JiraCreate, search, update, and transition Jira issues, add comments, and
ServiceNowManage ServiceNow incidents, change requests, problems, users, knowledge articles, CMDB CIs, and any table record via...Identity & Security
Section titled “Identity & Security”
Auth0Manage an Auth0 tenant via the Management API v2 — users, roles, user blocks, applications, connections, organization...
OktaManage Okta users, groups, applications, user lifecycle, and system log events via the Okta Management API.Finance & Payments
Section titled “Finance & Payments”
BraintreeInteract with the Braintree (PayPal) GraphQL API — run GraphQL queries/mutations plus convenience operations for tran...
ChargebeeManage Chargebee billing — customers, subscriptions, invoices, transactions, credit notes, and the product catalog (i...
PayPalManage PayPal operations — orders, payouts, invoices, products, billing plans, and subscriptions via the PayPal REST ...
RazorpayManage Razorpay orders, payments, refunds, customers, items, and settlements via the Razorpay REST API.
RecurlyManage a Recurly subscription-billing site — accounts, subscriptions, plans, invoices, transactions, and coupons — vi...
SquareManage Square payments, refunds, orders, catalog, customers, cards, invoices, payment links, subscriptions, inventory...E-Commerce & Shipping
Section titled “E-Commerce & Shipping”
ShipStationManage ShipStation shipping and fulfillment — orders, shipments and labels, carriers, products, customers, warehouses...
ShopifyManage a Shopify store — create, update, and retrieve products, orders, and customers via the Shopify Admin REST API.HR Management
Section titled “HR Management”
Workday HCMAccess Workday HCM data — workers, organizations, job profiles, positions, locations, time off, and business titles v...Forms & Surveys
Section titled “Forms & Surveys”
TallyManage Tally forms, submissions, webhooks, workspaces, and organization members via the Tally REST API.AI & Developer Tools
Section titled “AI & Developer Tools”
APIConnect any REST API with configurable auth, headers, and retries,
Brave SearchRun privacy-first web, news, and image searches with rich snippets,
FirecrawlScrape pages into clean markdown, crawl domains, extract structuredMCP ClientDynamically proxy any tool exposed by a remote MCP server over SSE or Streamable HTTP transport with optional authent...