Working with Integrations

Core Concepts

Fullpilot's power comes from its ability to connect with your favorite third-party services and applications. This guide explains how to effectively use integrations in your automations.

Integration Capabilities

Integrations allow your Fullpilot automations to:

  • Retrieve data from external systems
  • Send information to other applications
  • React to events in connected services
  • Perform actions in those services on your behalf

Types of Integration Connections

App Functions

App functions let your automations perform specific actions within a service. For example, with Gmail integration, you can:

  • Fetch emails from your inbox
  • Send new emails
  • Apply labels to messages
  • Create draft responses

Each function is precisely defined for a specific task within that service.

Integration Triggers

Integration triggers allow your automation to start in response to events in connected services. For example:

  • When a new email arrives in Gmail
  • When a message is posted in a Slack channel
  • When a new row is added to a Google Sheet
  • When a form is submitted in HubSpot

Available Integrations

Fullpilot connects with many popular services including:

Gmail

  • Email processing
  • Sending notifications
  • Managing inbox

Google Sheets

  • Data storage
  • Reporting
  • Tracking information

Slack

  • Team notifications
  • Message processing
  • Channel management

Microsoft Teams

  • Collaboration
  • Notifications
  • Meeting management

HubSpot

  • CRM activities
  • Lead management
  • Contact updates

Salesforce

  • Customer data management
  • Opportunity tracking

Dropbox

  • File management
  • Document processing

Google Calendar

  • Event scheduling
  • Reminders
  • Availability checking

GitHub

  • Code repository monitoring
  • PR notifications

Stripe

  • Payment processing
  • Subscription management

Zapier

  • Connecting with thousands of additional applications

The list of available integrations continues to grow. You can always check the latest available integrations during automation creation.

Connecting Your Accounts

To use integrations, you'll need to authorize Fullpilot to access your accounts. This is done through a secure OAuth process:

  1. When creating an automation that requires an integration, you'll be prompted to connect the service
  2. Click the "Connect" button next to the required service
  3. You'll be redirected to the service's authorization page (e.g., Google login)
  4. Grant permission for Fullpilot to access your account
  5. You'll be redirected back to Fullpilot with the connection established

Fullpilot uses secure tokens to maintain these connections and never stores your passwords.

Permission Scopes

When connecting an integration, you'll see the specific permissions Fullpilot is requesting. These are called "scopes" and are limited to only what's needed for the functionality you're using.

For example, Gmail integration might request:

  • Read access to your emails (to process incoming messages)
  • Send email permission (if your automation needs to send emails)
  • Modify labels (if your automation organizes emails)

You can review these permissions before granting access.

Managing Your Connections

You can manage your connected services at any time:

  1. Navigate to the "Integrations" section in your Fullpilot dashboard
  2. View all your connected services
  3. Remove any connections you no longer need
  4. Add new connections or reconnect expired ones

Using App Functions in Automations

When creating steps in your automation, you can add app functions where needed:

  1. In a generate-text step, click "Add App Function"
  2. Select the service you want to use
  3. Choose the specific function you need
  4. Fullpilot will automatically include this function in your step's capabilities

Using Integration Triggers

To create an automation that responds to events in connected services:

  1. When creating a new automation, select "Integration" as the trigger type
  2. Choose the service that will trigger your automation
  3. Select the specific event type to monitor
  4. Configure any additional parameters (like which Gmail labels to watch, or which Slack channel to monitor)
  5. Specify how frequently Fullpilot should check for new events

Webhook Integration

For services without native integration, you can use webhook triggers:

  1. Create an automation with a Webhook trigger
  2. Fullpilot will generate a unique webhook URL
  3. Configure the external service to send data to this URL when events occur
  4. When data is received at this URL, your automation will trigger
  5. The incoming data will be available in your automation steps

Security & Permissions

Fullpilot takes integration security seriously:

  • All connections use OAuth 2.0 where available
  • Service credentials are encrypted and stored securely
  • You can revoke access at any time
  • Permissions are limited to only what's needed
  • Connections are monitored for suspicious activity

Troubleshooting Integrations

If you encounter issues with integrations:

  1. Connection errors: Try reconnecting the service from the Integrations page
  2. Permission issues: Check that you've granted all required permissions
  3. Rate limiting: Some services limit how frequently they can be accessed; consider adjusting your automation's schedule
  4. Data format problems: Ensure your automations correctly process the data format from the integrated service
  5. Trigger timing: For integration triggers, check the polling interval to ensure it's appropriate for your needs

For persistent issues, contact support@fullpilot.com with details of the problem.

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