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Integrations connect your agents to the external tools and services your business already uses. Instead of working in isolation, your agents can read from and write to the systems that run your business.

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How integrations work

When you connect an integration, you’re giving your agent the ability to interact with that tool. Your agent can pull data from the service, trigger actions, and keep information in sync—all automatically as part of completing tasks. For example, an agent with a CRM integration can look up customer information, add notes to records, or create new contacts without you having to copy and paste between systems.

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Connecting an integration

You configure integrations in the web platform under your agent’s settings.
  1. Navigate to the Integrations section
  2. Select the service you want to connect
  3. Authorize Appy.AI to access your account
  4. Your agent can now use that integration
Once connected, your agent will automatically use the integration when it’s relevant to a task.

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What agents can do with integrations

Access data from your tools Your agent can look up information stored in connected services. Customer records, project details, calendar events—whatever you’ve given it access to. Take actions in external services Your agent can create records, send emails, update statuses, schedule events, and perform other actions in your connected tools. Keep information in sync Your agent can update multiple systems at once, ensuring information stays consistent across all your tools.
Available integrations depend on your plan. Check the web platform for the current list of supported services and what actions your agents can perform with each one.