Integrations
Connect Triform agents to the tools your team already uses, CRM, marketing, finance, support, and more.
Slack
Trigger workflows from messages, approve requests with buttons, and build knowledge bots for your team.
Salesforce
Enrich leads instantly, automate quote-to-cash workflows, and keep Salesforce data in perfect sync.
Stripe
Manage subscriptions automatically, detect failed payments instantly, and reconcile Stripe data with accounting.
HubSpot
Qualify inbound leads, automate CRM hygiene, and keep deals moving with HubSpot-powered agents.
Google Sheets
Sync data bidirectionally, generate analytics automatically, and use Sheets as your automation database.
Shopify
Automate order fulfillment, sync inventory across channels, and segment customers for targeted marketing.
Jira
Generate bug reports from support, draft release notes automatically, and keep teams synced on progress.
GitHub
Automate PR reviews, sync GitHub issues with project tools, and orchestrate deployment workflows.
Microsoft Teams
Post actionable alerts to channels, facilitate approvals with adaptive cards, and integrate with your workflows.
Facebook Events
Automate Facebook event creation with scheduled publishing. A complex integration using browser automation, 2FA bypass, and Posthook for timing.
Notion
Extract tasks from meeting notes, sync project status across tools, and generate reports as Notion pages.
Xero
Auto-generate invoices from deals, reconcile transactions with AI matching, and streamline bookkeeping.
Linear
Create Linear issues from support tickets, auto-triage bugs by severity, and sync release updates.
Asana
Keep Asana tasks synchronized across systems, auto-update project status, and streamline task handoffs.
QuickBooks
Automate invoice creation, categorize expenses with AI, and keep QuickBooks perfectly reconciled.
Airtable
Enrich Airtable records automatically, trigger workflows from status changes, and sync data across tools.
Gmail
Draft context-aware email responses, auto-categorize messages, and trigger workflows from inbox patterns.
Google Drive
Organize files automatically, extract data from documents, and sync Drive content across your workflow.
Intercom
Route conversations by intent, extract feature requests automatically, and detect churn risk in real-time.
Spotify for Artists
Automate concert listings on Spotify for Artists via Bandsintown. A complex integration using browser automation and 2FA bypass.
Zendesk
Auto-triage support tickets, draft AI-powered replies, and escalate bugs directly to engineering tools.
Automate LinkedIn publishing, sync lead data to your CRM, and monitor company mentions and engagement.
X (Twitter)
Automate X/Twitter publishing, monitor mentions and keywords, and engage with your audience at scale.
Monday.com
Sync Monday.com boards with other tools, automate status updates, and generate project status reports.
ClickUp
Sync ClickUp tasks across your stack, automate status updates, and generate productivity insights.
Freshdesk
Auto-classify support tickets, suggest responses, and escalate issues to the right teams with AI-powered triage.
Trello
Automate card movements based on triggers, sync Trello boards with other tools, and organize workflows.
Figma
Create Jira tickets from Figma comments, notify teams of design updates, and track handoff progress.
DocuSign
Send contracts for signature automatically, track signing progress, and sync signed docs to your systems.
Miro
Extract action items from Miro boards, sync sticky notes to task managers, and organize visual thinking.
Recurly
Automate subscription billing workflows, sync invoices to accounting, and get alerts on failed payments and churn signals.
Calendly
Research prospects before calls, sync meetings to your CRM, and automate personalized follow-ups.
Typeform
Route Typeform responses intelligently, enrich submissions with external data, and trigger workflows.
Confluence
Automate documentation workflows, publish research summaries, and keep your knowledge base up to date automatically.
Nortic
Automate ticket event creation on Nortic. A complex integration using reverse-engineered internal APIs and session management.
Datadog
Trigger incident workflows from Datadog alerts, correlate metrics with deployments, and automate runbooks.
Sentry
Automatically create Jira tickets from Sentry errors, notify on-call engineers, and track issue resolution.
GitLab
Orchestrate GitLab pipelines, sync merge requests with task managers, and automate release workflows.
Twilio
Send automated SMS notifications, manage voice call workflows, and handle two-factor authentication flows.
Brex
Match receipts automatically, enforce spend policies in real-time, and streamline Brex reimbursements.
Fortnox
Automate Swedish accounting workflows. Sync invoices, expenses, and financial data between Fortnox and your business tools.
Rippling
Orchestrate cross-system onboarding, provision accounts automatically, and keep Rippling data synchronized.
Expensify
Route expense reports for approval automatically, flag policy violations, and sync to your accounting system.
Braintree
Manage Braintree subscriptions automatically, detect payment failures, and sync revenue to your accounting.
PayPal
Monitor PayPal transactions in real-time, automate refund workflows, and sync payment data to accounting.
Microsoft Excel
Sync Excel workbooks with databases, automate complex calculations, and generate reports on schedule.
Microsoft Outlook
Automatically classify emails, schedule meetings seamlessly, and keep Outlook contacts synchronized.
Microsoft SharePoint
Automate SharePoint list updates, sync document libraries, and manage permissions programmatically.
Google Calendar
Automatically schedule meetings across time zones, block focus time intelligently, and prep for upcoming calls.
Microsoft OneDrive
Auto-organize OneDrive folders, extract insights from stored files, and sync documents across systems.
Google Docs
Generate first drafts from templates, extract structured data from docs, and collaborate across platforms.
Microsoft Word
Generate contracts from templates, extract data from Word documents, and automate formatting workflows.
Google Meet
Automatically transcribe meetings, extract action items, and distribute summaries to participants.
Microsoft PowerPoint
Auto-generate presentations from data, update slides with live metrics, and enforce brand standards.
Google Forms
Route form responses intelligently, enrich submissions with CRM data, and trigger multi-step workflows.
Google Slides
Generate pitch decks from templates, update charts with live data, and automate presentation formatting.
Google Chat
Build knowledge bots for Chat spaces, send actionable notifications, and facilitate team collaboration.
Mailchimp
Segment audiences dynamically, personalize campaigns at scale, and sync email data across your stack.
Klaviyo
Build hyper-personalized email flows, sync behavioral data in real-time, and optimize campaign performance.
Power BI
Distribute Power BI reports on schedule, trigger alerts from dashboard metrics, and automate data refreshes.
Automate WhatsApp support responses, send order updates to customers, and route conversations intelligently.
Snowflake
Query Snowflake on schedule, trigger workflows from data changes, and reverse ETL to operational systems.
Microsoft OneNote
Extract action items from meeting notes, sync OneNote pages with task managers, and organize knowledge.
BambooHR
Streamline onboarding workflows, automate offboarding checklists, and keep employee data in perfect sync.
How integrations work
Connect once
Securely authorize Triform to access your tools via OAuth (for Google, Microsoft, Notion) or API keys. You stay in control of scopes and permissions.
Build an agent
Design a Python-based workflow (agent) in Triform that knows when to read, write, or trigger actions in that tool.
Deploy & monitor
Run agents in production on Triform’s infrastructure, with logging, error tracking, and version control.
Integration recipes
Most of the value comes from combining two or more tools with an AI decision layer in the middle.
Lead Routing
HubSpot + Slack
New form submission in HubSpot → qualify & score → create/update deal → notify the right channel in Slack.
Invoice Approval
Xero + Email
Invoice received by email → extract & validate → create bill in Xero → route for approval.
Customer Feedback
Zendesk + Notion
New ticket with low CSAT → summarize conversation → push summary + tags to Notion ‘Voice of Customer’ space.
FAQ
Do I need engineers to set up integrations in Triform?
No, many integrations can be authenticated via OAuth with a few clicks. However, building complex custom agents may require some technical knowledge.
What data can Triform access from my tools?
Triform only accesses the data permitted by the scopes you authorize during the connection process.
How are API keys and OAuth tokens stored?
We use industry-standard encryption to secure all credentials and tokens. Your security is our priority.
Can I run Triform agents in a sandbox before production?
Yes, you can test agents in a safe environment before deploying them to your live workflows.