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Integrations

🔗 Integrations

The Integrations page (/integrations) provides a centralized interface to browse, configure, and manage connections to external services.

📋 Integration List

The main page displays all available integrations as a searchable grid:

  • Search: Filter integrations by name or title using the search bar
  • Key Count Badge: Each card shows how many credential keys are configured (green badge if keys exist, gray if none)
  • Locked Integrations: Some integrations may show a lock icon in sandbox mode — these require a subscription upgrade to access
  • Cards are sorted with unlocked integrations first, then by key count

🔑 Key Management

Click an integration card to open its detail page where you can:

  • Add Key — Create a new credential set with a unique key name
  • View Key — View stored credentials (sensitive fields are masked)
  • Edit Key — Update existing credentials
  • Delete Key — Remove a credential set (cannot be undone)
  • Test Connection — Validate that all required credential fields are filled correctly before saving

📝 Schema-Driven Forms

Each integration type has a dynamic form that adapts to its specific requirements. Forms include:

  • Text fields, password fields, URL fields, email fields
  • Number fields with min/max constraints
  • Boolean checkboxes
  • Required field validation with inline error messages

🔔 Alert Configuration

Integrations can be assigned to tasks for alert notifications:

  • Configure alerts in the Tasks page → Edit task → Alert tab
  • Select an integration and credential key to use for notifications
  • If no keys are configured for an integration, an amber warning will guide you to create one first

💡 Example: Click the Slack integration card, then click "Add Key". Enter a name like "prod-alerts", fill in the required credential fields (e.g., Bot Token), then click "Test Connection" to validate. Save to make the key available for task alerts.

Frequently Asked Questions

Q: How do I add credentials for a third-party integration? A: Navigate to the Integrations page (/integrations), click the integration card, then click "Add Key". Enter a unique key name, fill in the required credential fields, and click "Test Connection" to validate. Save to store the credentials securely.

Q: How do I search for an integration? A: Use the search bar at the top of the Integrations page. It filters integrations by name or title in real time.

Q: What does "Test Connection" actually check? A: "Test Connection" validates that all required credential fields are filled in correctly and the credentials can be stored successfully. The actual connectivity test to the external service occurs when the integration is invoked during task execution.

Q: Why is an integration showing a lock icon? A: Locked integrations are restricted in sandbox mode. They show a lock icon and "Unlock this integration with a subscription" message. Contact EasyTask support to upgrade your subscription.

Q: Can I assign integrations to specific tasks for alerts? A: Yes. When editing a task, go to the Alert tab and add integrations. Select the integration and the credential key to use. For example, add a Slack integration with your alert key to send failure notifications to a specific channel.

Q: How do I update credentials for an existing integration? A: Go to the Integrations page, click the integration, then click the three-dot menu next to the key and select "Edit". Update the fields and click "Test Connection" before saving.

Next Steps