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Integrations are the bridge between RCB Automation and the third-party apps your workflows depend on. Once you connect an app, you can use it as a trigger source, pull data from it, or push actions to it — all from the visual workflow builder. RCB Automation supports dozens of apps across six major categories, with new integrations added regularly.

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Integration categories

Productivity

Connect Google Workspace (Docs, Sheets, Drive, Calendar, Gmail) and Microsoft 365 (Excel, OneDrive, Outlook, Teams) to automate document creation, data syncing, and scheduling.

CRM

Sync contacts, deals, and pipeline data with Salesforce and HubSpot. Trigger workflows from CRM events and write data back when actions complete.

Communication

Send messages and notifications via Slack, Microsoft Teams, and email (including Gmail and SMTP). Keep your team informed as workflows run.

Databases

Read from and write to relational databases (PostgreSQL, MySQL) and cloud data stores. Use database rows as trigger sources or action targets.

E-commerce

Automate order processing, inventory updates, and customer notifications by connecting Shopify, WooCommerce, and other e-commerce platforms.

Developer tools

Use HTTP/REST requests and webhooks to connect any service that isn’t listed. If it has an API or can send an HTTP request, you can integrate it.

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How authentication works

Different apps use different methods to verify that RCB Automation has permission to act on your behalf. From your perspective, the process is straightforward regardless of the method used. OAuth (sign-in flow) Most consumer and business apps — including Google, Slack, HubSpot, and Salesforce — use OAuth. When you connect one of these apps, RCB Automation redirects you to that app’s sign-in page. You log in with your account credentials, review the permissions being requested, and click Allow. RCB Automation never sees your password. API key Some apps authenticate using an API key that you generate in the connected app’s settings, then paste into RCB Automation. When connecting an API key-based integration, RCB Automation shows you instructions for where to find the key in the target app.
RCB Automation stores all credentials encrypted at rest. You can revoke access at any time by disconnecting the integration from your dashboard or from within the connected app.

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Managing your connected integrations

All of your active integrations are listed on the Integrations page of your dashboard. From there you can:
  • View the status of each connection (active, expired, or errored)
  • Rename a connection to distinguish multiple accounts for the same app
  • Test a connection to confirm credentials are still valid
  • Reconnect an integration whose credentials have expired
  • Disconnect an integration you no longer need
To open the integrations dashboard, click Integrations in the left navigation menu.

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Integration limits by plan

The number of active integrations you can maintain at once depends on your subscription plan. To see the limits that apply to your account, go to Account Settings → Plan & Billing.
If you reach your plan’s integration limit, you’ll need to disconnect an existing integration before adding a new one, or upgrade your plan to increase the limit.

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Next steps

Connect an app

Step-by-step instructions for adding OAuth and API key integrations.

Set up webhooks

Use inbound webhooks as triggers or outbound HTTP requests as actions.