Automations Integrations
Build automations with triggers, branching, looping, and scheduling. Every run is recorded end to end, so you can see what happened and why it happened.
38 integrations in Automations
Triggers
12AI Forms Trigger
Start a workflow the moment someone submits an AI form. Hand each answer to an agent to sort, reply, or route it, so no submission sits in a queue for review.
Task Added Trigger
Run an automation when a new task lands in a selected project. The trigger waits for project edits to stop, about five minutes later, then starts the run.
Webhooks Trigger
Connect outside services to Taskade with a webhook trigger. You can protect the address with a secret token. Webhook Received needs the Pro plan or above.
Schedule Trigger
Run a workflow on the clock. Pick a date and time, or repeat it every few minutes, hour, day, week, or month, so routine work happens without you starting it.
Mail Hook Automation
Start an automation from any email client by sending a message to your Taskade mail hook address. This trigger is available on every plan, Free plan included.
Task Completed Trigger
Start the follow-up work the moment a task is checked off. Notify the next owner, update a record, or open the next stage without anyone chasing the handoff.
Custom Field Updated
Start a workflow when a custom field value changes in a Taskade project. Move a deal to the next stage, alert the owner, or send the new value to another tool.
New Comment Trigger
Respond the moment a new comment lands on a task or a project. Route the question to the right owner, or let an AI agent draft the first reply for your team.
Task Due Trigger
Start a workflow when a task approaches or passes its due date. Send the reminder, reassign the work, or escalate it, so no deadline goes by without a response.
Project Completed Trigger
Start the next set of actions once every task in a project is complete. Report the result, archive the work, or hand the finished project over to the next team.
Project Created Trigger
Start your setup steps the moment a new project lands in the workspace. Add the standard tasks, invite the owners, and post the kickoff note without redoing it.
Due Date Removed Trigger
Start an automation when a teammate clears the due date on a task. Pair it with a reminder or an audit workflow, so a dropped deadline never goes unnoticed.
Flow Control
5Loop Action
Run the same steps once for each item in a list, then collect every result together. One workflow handles a whole batch of records in a single clean pass.
Branch Action
Send a workflow down different paths based on the conditions you set. Check one value or several at once, then run the true branch or the false branch.
Filter Data Action
Filter a set of records down to the ones that match the conditions you set. The cleaned up result passes straight along to the next step of your workflow.
Delay Action
Pause a workflow for a fixed amount of time, or hold it until a set time arrives, then carry on. Space out reminders and follow ups without watching the clock.
Array Transform Action
Reshape a list of items inside a workflow. Map it into a new structure, pick only the fields you need, or flatten nested items so the next step gets clean data.
AI Utilities
5AI Action
Drop an AI step into any workflow to write, summarize, or rewrite text with frontier models. Run your prompt on the data that the previous step handed along.
Prompt AI
Send a custom AI prompt with full control over the instructions and the model you pick. Use the answer it returns in any later step of the same workflow.
AI Categorize Action
Classify inbound content into the categories that you define. Apply one label or several, then route each item to the right next step in your automation.
Ask AI Structured Output
Ask AI can return its answer as a set of fields you define, rather than free text. Every later step in the automation then reads the same predictable fields.
Summarize Website
Fetch any web page and return a clean summary in a single automation step. Research, competitor pages, and long articles arrive ready for your team to read.
Infrastructure
3HTTP Request Automation
Send secure web requests to any app's API from your automations. Ready paths cover IFTTT Maker Webhooks, Apple Shortcuts, and n8n, plus incoming webhooks.
MCP Client Automation
Connect any remote MCP server to Taskade and see the tools it offers. Call those tools as steps in your automations, so outside services run inside your flow.
Webhooks
Receive automated messages or data updates from other apps through webhooks. Every incoming webhook starts a Taskade automation the moment data lands.
Utility Actions
7Format Date
Convert any date into the format the next step expects. Match the date style an app, a report, or a message template needs without editing it by hand.
Get Multiple Values (JSONPath)
Pull a single nested field or value out of the data an earlier step returned. The next action then gets exactly what it needs, with nothing else attached.
Find and Replace Text
Run a find-and-replace across any text inside an automation step. Clean up names, swap placeholders, and fix formatting before the text moves to the next step.
Match Text with a Pattern (Regex)
Match text against a pattern and return what it finds. An automation can then pull order numbers, codes, and other details out of a block of raw text.
Get a Field from Data
Read one named value out of the data an earlier step returned, then pass it on. The right detail travels through your flow without any manual copying.
Calculate
Run math expressions over the variables in your flow without an extra Ask AI step. Add totals, apply rates, and score records inside the automation itself.
Lookup Table
Pull a value from a table by key for fast routing inside a flow. Map a code to a team, a region to an owner, or a status to the next automation step that runs.
Project Actions
3Archive Project
Archive a project from inside an automation. Clear finished work out of the workspace on a schedule and keep every active project easy for the team to find.
Set Project Title
Rename a project from inside an automation. Stamp a status onto the title or name a fresh clone so your team reads progress straight from the project list.
Export Project
Export a Taskade project as Markdown or plain text from inside a workflow. The export keeps the structure and saves the output as a downloadable file.
Task Actions
3Set Task Due Date
Push a due date onto any task as part of a scheduling automation. Every new request then carries its own deadline the moment your team first sees it there.
Clear Task Due Date
Remove the due date of a task from inside an automation. Snooze work that has to wait and reschedule it later without anyone opening the project by hand.
Attach File to Task
Attach a file to any task as part of an automation. Save a receipt, a generated PDF, or an uploaded document right where your team already does the work.
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Other Integration Categories
Automations Integrations FAQ
Automate with apps and automate your workflows
How many integrations does Taskade support?
Taskade connects to 100+ bidirectional apps and services across every category. Triggers pull events in, actions push data out:
- Communication: Slack, Discord, Microsoft Teams, Email
- Productivity: Google Workspace, Microsoft 365, Notion
- CRM & Sales: Salesforce, HubSpot
- Payments & E-Commerce: Stripe (including Checkout Sessions)
- Development: GitHub (two-way push to existing repos), Jira, Linear
- Calendar & Scheduling: Google Calendar (events, free/busy), Outlook, Apple Calendar, Calendly
- Marketing: Mailchimp, Twitter/X, LinkedIn, Facebook
- Storage: Google Drive, Dropbox, OneDrive, Box
- AI Interop: Model Context Protocol (MCP) server for Claude Desktop, Cursor, and VS Code
New integrations are added regularly. If you need a connection we don't have, our webhook and HTTP request actions let you connect any API.
How do Taskade integrations work?
Integrations in Taskade operate through the Automations system, the Execution layer of Workspace DNA. You define triggers and actions:
Triggers: Events that start a workflow:
- New email received
- Slack message posted
- GitHub issue created
- Calendar event starting
Actions: Operations performed in response:
- Create Taskade project
- Send notification
- Update CRM record
- Trigger AI agent analysis
Workflows can chain multiple actions. One trigger can update Slack, create a task, and notify your agent, all automatically.
Can AI agents use integrations?
Yes. AI agents can both trigger and respond to integration events. This is what makes Taskade different from simple automation tools.
Agents can:
- Read data from connected apps (emails, Slack messages, CRM records)
- Analyze information and make decisions
- Take actions across integrations based on context
- Learn from interaction patterns over time
Example workflow:
- Customer emails support
- AI agent reads email, checks CRM history
- Agent drafts personalized response
- Agent sends reply and logs activity
- Agent flags for human review if needed
This happens automatically. The agent doesn't wait for instructions. It acts based on training and context.
Can I connect custom APIs?
Yes. Taskade supports webhooks and HTTP request actions for connecting any service with an API.
Webhooks: Receive data from external services:
- Set up a Taskade webhook URL
- Configure external service to POST data
- Trigger automations when data arrives
HTTP Requests: Send data to external services:
- Make GET, POST, PUT, DELETE requests
- Include custom headers and authentication
- Parse JSON responses in workflows
This means if it has an API, Taskade can connect to it, even if there's no native integration.
How is this different from Zapier or Make?
Zapier and Make connect apps through predefined triggers and actions. Taskade adds AI intelligence to the equation.
Key differences:
| Zapier/Make | Taskade Automations |
|---|---|
| Rule-based logic | AI-powered decisions |
| Static workflows | Adaptive workflows |
| Separate tool | Built into workspace |
| Per-task pricing | Included in plans |
| No context | Workspace-aware |
Zapier can move data between apps. Taskade can also analyze that data, make decisions, draft responses, and keep results in your workspace.
How long does setup take?
Most integrations connect in a few minutes:
- Select integration: Choose from the integrations library
- Connect or configure: Sign in, enter an API key, or add a source URL
- Configure trigger: Select what event starts the workflow
- Add actions: Define what happens when triggered
- Activate: Turn on the automation
Pre-built templates can reduce setup. Browse automation templates that match your use case, then activate them.
How do integrations fit into Workspace DNA?
Integrations are part of the Execution layer in the Workspace DNA architecture. They connect your Taskade workspace to the outside world.
The cycle:
- External event (email, Slack, form) → Triggers automation
- Automation → Processes data, invokes AI agents
- Agent → Analyzes, decides, takes action
- Results → Stored in projects (Memory layer)
- Memory → Feeds future agent decisions
Integrations aren't just connections. They're the nervous system that lets your workspace respond to the outside world in real-time.
Every integration event can become part of your workspace's learning. Customer email patterns, support ticket trends, sales pipeline changes, all feed into a smarter system.
Does Taskade integrate with Shopify and Stripe?
Stripe is available now with 23 actions and 8 triggers. Shopify is not available right now while its app listing is on hold.
Shopify: The connector is built, but it stays off until the Shopify app listing returns. Its permanent guide and capability list remain published for planning.
Stripe: Automate payments, subscriptions, invoices, refunds, and customer management. The Stripe Checkout Session action generates a payment URL from an automation, so Taskade Genesis apps can take payment without server code. Trigger workflows on successful payments, failures, and subscription events.
Stripe can work with AI agents to route support requests by payment status or flag high-value customers for review.
What is the Taskade MCP integration?
Taskade runs a hosted Model Context Protocol (MCP) server, so your workspace becomes a tool that external AI clients can read and write. It's available on every paid plan.
Taskade as an MCP Server: external AI tools read and write Taskade:
- Claude Desktop, Cursor, VS Code, and other AI IDEs
- List spaces and projects, inspect content, edit files
- Secure, token-based sign-in that keeps your data protected
Taskade as an MCP Client: your automations call tools on someone else's MCP server. Add the MCP Client step to any automation, point it at a server, list the tools it publishes, and call one — on every plan, including Free. An AI agent cannot reach a remote server on its own, so let it decide what needs doing and hand the call to the step. Agents also carry a large built-in toolkit (web search, code execution, file analysis, persistent memory) and reach 100+ integrations through Automations.
The MCP server uses the same Workspace DNA that powers Taskade Genesis apps. External clients and your own agents can read from one shared workspace.
Build an app, agent, or workflow from a prompt
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