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Integrations

Connect Expedify with your existing tools and services to streamline workflows, sync data, and automate processes.

Available Integration Categories​

Calendar​

Sync calendars for scheduling and meeting management.

IntegrationDescriptionUse Cases
Google CalendarTwo-way calendar syncMeeting scheduling, availability checking, automated booking

View Google Calendar Setup →

CRM​

Capture leads and sync customer data.

IntegrationDescriptionUse Cases
Meta Lead FormsFacebook & Instagram lead captureSocial media lead generation, automated contact creation

View Meta Lead Forms Setup →

Email​

Send emails, sync inboxes, and manage email campaigns.

IntegrationDescriptionUse Cases
Resend (in-built)Built-in email serviceTransactional emails, campaigns (no API key needed)
GmailSend/receive via GmailPersonal/business email integration
SMTPCustom email serverSelf-hosted email delivery
SendGridEmail delivery serviceHigh-volume email campaigns

Setup Guides:

Messaging​

Connect messaging platforms for customer communication.

IntegrationDescriptionUse Cases
Expedify WhatsApp Business APIOfficial Meta Cloud APIVerified WhatsApp Business messaging
SlackTeam collaborationInternal notifications, alerts, team communication
Tata TeleWhatsApp BSP providerEnterprise WhatsApp campaigns
WATIWhatsApp platformWhatsApp automation
GupshupWhatsApp BSP providerBulk WhatsApp messaging
AISensyWhatsApp marketingWhatsApp campaigns and automation

Setup Guides:

Productivity​

Integrate productivity tools for document generation and data sync.

IntegrationDescriptionUse Cases
Google FormsForm submission captureLead capture, survey responses, contact creation
Google DocsDocument generationAutomated document creation, templating
Google SheetsSpreadsheet syncData export/import, reporting, bidirectional sync

Setup Guides:

Voice​

Connect telephony providers for AI voice calling.

IntegrationDescriptionUse Cases
VobizCloud telephonyOutbound/inbound AI voice calls
Tata Tele SmartfloEnterprise telephonyVoice campaigns, IVR, AI calling
ExotelCloud telephonyVoice automation, call tracking
TwilioProgrammable voiceCustom voice solutions

Setup Guides:

How to Connect an Integration​

OAuth Integrations (Google, Meta, etc.)​

  1. Go to Settings → Integrations
  2. Find the integration you want to connect
  3. Click Connect button
  4. Authorize in the popup window
  5. Grant required permissions
  6. Connection established ✅

Supported OAuth Integrations:

  • Google Calendar, Google Forms, Google Docs, Google Sheets
  • Meta (Facebook & Instagram)
  • Slack

API Key Integrations​

  1. Go to Settings → Integrations
  2. Find the integration
  3. Click Configure or Add Integration
  4. Enter API credentials:
    • API Key
    • Secret Key (if required)
    • Additional configuration
  5. Click Save
  6. Test connection

Supported API Key Integrations:

  • SendGrid, SMTP
  • WhatsApp BSPs (WATI, Gupshup, AISensy)
  • Telephony providers (Vobiz, Tata Tele, Exotel, Twilio)

Managed Integrations (Built-in)​

Some integrations are pre-configured by Expedify:

Resend Email:

  • Already connected out-of-the-box
  • No API key needed
  • Just verify your sending domain
  • Start sending immediately

Expedify WhatsApp Business API:

  • Managed by Expedify
  • Verified Business Account
  • Official Meta partnership
  • Simple domain verification

Managing Integrations​

View Integration Status​

Each integration shows:

  • ✅ Connected - Active and working
  • ⚠️ Error - Connection issue
  • ⭕ Disconnected - Not connected

Check Last Sync​

For sync-based integrations:

  • Last Synced: Timestamp of last successful sync
  • Next Sync: When next sync will occur
  • Sync Errors: Any sync failures

Test Integration​

After connecting:

  1. Click Test button
  2. Verify connection works
  3. Check data flow
  4. Confirm credentials

Reconnect Integration​

If connection expires or fails:

  1. Click on integration
  2. Click Reconnect
  3. Re-authorize or update credentials
  4. Test connection

Disconnect Integration​

To remove an integration:

  1. Click on integration card
  2. Click Disconnect button
  3. Confirm disconnection
  4. Integration removed (data preserved)

Note: Disconnecting does NOT delete your data. Historical data remains in Expedify.

Integration Limits​

Free Plan​

  • 5 integrations maximum
  • Basic sync frequency
  • Standard API rate limits

Professional Plan​

  • 25 integrations
  • Higher sync frequency
  • Increased API limits

Enterprise Plan​

  • Unlimited integrations
  • Real-time sync
  • Custom API limits
  • Dedicated support

Common Integration Workflows​

Scenario 1: Lead Capture from Social Media​

Setup:

  1. Connect Meta Lead Forms
  2. Configure field mapping
  3. Create workflow to:
    • Create contact in CRM
    • Send welcome email via Resend
    • Create follow-up task

Result: Automatic lead nurturing from Facebook/Instagram ads

Scenario 2: WhatsApp Customer Support​

Setup:

  1. Connect Expedify WhatsApp Business API
  2. Set up automated responses
  3. Create workflow to:
    • Route to support team
    • Create task for agent
    • Send notifications via Slack

Result: Seamless WhatsApp support with team collaboration

Scenario 3: AI Voice Calling​

Setup:

  1. Connect Vobiz or Tata Tele
  2. Configure voice agent
  3. Create workflow to:
    • Trigger calls based on events
    • Log call outcomes
    • Update deal status

Result: Automated outbound calling with AI

Scenario 4: Document Generation​

Setup:

  1. Connect Google Docs
  2. Create document template
  3. Create workflow to:
    • Generate personalized documents
    • Send via Gmail or WhatsApp
    • Store in CRM

Result: Automated contract/proposal generation

Troubleshooting​

Integration Won't Connect​

OAuth Integrations:

  • Check browser popup blocker
  • Ensure correct Google/Meta account
  • Grant all required permissions
  • Try incognito/private mode

API Key Integrations:

  • Verify API key is correct
  • Check API key permissions
  • Ensure no extra spaces in key
  • Regenerate key if needed

Integration Shows Error​

  1. Click on integration
  2. View error message
  3. Common fixes:
    • Expired token: Reconnect
    • Invalid credentials: Update API key
    • Rate limit: Wait or upgrade plan
    • Permissions: Re-grant access

Data Not Syncing​

  1. Check integration status (connected?)
  2. Verify sync settings
  3. Check last sync timestamp
  4. Review sync logs for errors
  5. Test integration connection

Webhook Not Receiving Data​

  1. Verify webhook URL is correct
  2. Check integration is active
  3. Test webhook endpoint
  4. Review webhook logs
  5. Check firewall/IP restrictions

Security & Privacy​

Data Encryption​

  • All data encrypted in transit (TLS 1.3)
  • API keys encrypted at rest
  • OAuth tokens securely stored

Permission Scopes​

  • Request minimum required permissions
  • Review what each integration accesses
  • Revoke unnecessary permissions

API Key Security​

  • Never share API keys
  • Rotate keys regularly (every 90 days)
  • Use separate keys for dev/prod
  • Revoke compromised keys immediately

Compliance​

  • GDPR compliant data handling
  • Data residency options available
  • Audit logs for all integration activity
  • Data deletion on disconnect (optional)

Best Practices​

  1. Start with Essential Integrations

    • Connect core tools first (email, messaging)
    • Add more as needed
    • Don't over-integrate initially

  2. Test Before Production

    • Use test accounts when available
    • Verify data flow is correct
    • Check workflow triggers work
    • Test error handling

  3. Monitor Integration Health

    • Check integration status weekly
    • Review sync logs
    • Set up error alerts
    • Fix issues promptly

  4. Document Custom Workflows

    • Note which integrations power which workflows
    • Document field mappings
    • Maintain integration inventory
    • Share knowledge with team

  5. Keep Credentials Secure

    • Store API keys in password manager
    • Don't commit keys to version control
    • Rotate credentials regularly
    • Limit access to integration settings

Getting Help​

Integration-Specific Help​

Each integration has detailed setup guide with:

  • Step-by-step instructions
  • Screenshots and examples
  • Common issues and solutions
  • Best practices

General Support​

  • In-App Chat: Click chat bubble for instant help
  • Email: support@expedify.ai
  • Documentation: Browse guides and tutorials
  • Community Forum: Connect with other users

Enterprise Support​

Enterprise customers get:

  • Dedicated integration specialist
  • Custom integration development
  • Priority support for connection issues
  • Advanced troubleshooting

Next Steps​

  1. ✅ Connect First Integration: Start with email or messaging
  2. ✅ Test Connection: Verify it works properly
  3. ✅ Create Workflow: Build automation using integration
  4. ✅ Monitor Performance: Check sync status and logs
  5. ✅ Add More Integrations: Expand as needed

Popular First Integrations:

  • Resend (email - already set up!)
  • Google Calendar (scheduling)
  • Expedify WhatsApp Business API (messaging)
  • Meta Lead Forms (lead capture)

Ready to connect? Go to Settings → Integrations to get started!

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