ZyanDocs

Integrations directory

Where every integration lives, the three ways they connect, what pausing does that disconnecting does not, and who is allowed to authorise an account.

Every integration in Zyan lives in one place: SettingsIntegrations. It is a searchable grid of tiles grouped into twelve categories, and each tile opens a connect card with a status pill and an on/off switch. If you cannot find where a provider is configured, it is here.

Before you start

Most connections are owner or admin only — non-owners see A workspace owner or admin can authorize and disconnect accounts. Some personal Pipedream accounts can be connected by an entitled member.

The twelve categories

The grid is grouped into twelve categories:

  • Content & publishing
  • Communication
  • Email marketing
  • Scheduling
  • CRM & data
  • Projects & tasks
  • Lead capture
  • Advertising
  • Payments & bookkeeping
  • Analytics & SEO
  • Prospecting & outreach
  • Automation & developer

Search rather than scan — the search box is faster than deciding which category a provider was filed under. With nothing matching you get No integrations match.

Three ways a provider connects

MethodWhat happensExamples
OAuthYou sign in at the provider and grant scopesGoogle Ads, Slack, Gmail, Microsoft 365, Google Sheets, Google Calendar, Make, Zapier
Pasted keyYou paste an API key or token, verified live before it is storedTwilio, Telnyx, Adsterra
Pipedream sign-inPipedream manages the provider OAuth; Zyan stores only a bindingNotion, Airtable, HubSpot, Teams, LinkedIn, Pipedrive, Mailchimp, Constant Contact, Attio, Zoho CRM, Asana, ClickUp, Google Business Profile

Webhooks is the fourth case, and the odd one out: it needs no provider account at all.

Pipedream-backed connections

These carry the note Sign-in by Pipedream on the card.

Open the provider's tile and click Connect

The card notes Sign-in by Pipedream — Pipedream manages the sign-in.

Complete the provider's sign-in and grant scopes

At the provider, not in Zyan.

Select the resources the actions may write to

The page, base, list, project or location. This is the part people skip.

Use the provider's step in an automation

The Inspector offers the resources you selected.

Zyan stores only a binding — never the provider's tokens.

Connecting is not the same as being able to write

Selecting an account does not prove write access. The resources you picked and what the provider actually allows remain provider-gated. Test the step on a real record before you build a process on it.

Reconnecting needs the same person

A reconnect requires the original consenting actor and a verified provider identity, so an account cannot be silently swapped underneath a running automation. If the colleague who connected it has left, reconnect as a new connection rather than trying to inherit theirs.

Pipedream-backed connections are not available in client-scoped workflows or in the iOS admin shell.

Make and Zapier

Open the Make or Zapier tile

At SettingsIntegrations. Authorise the workspace when prompted, choosing the correct workspace explicitly.

In Make or Zapier, add the Zyan app and pick a trigger

Seven are available: successful form submission, booking created, booking status changed, booking no-show, lead created, deal stage changed, and selected workflow dispatch data.

To send data out of Zyan, add a Send to Make or Zapier step

In a Zyan automation.

To start a Zyan automation from outside, use the External event trigger

Publish the automation, then select it in the provider's action.

Both are provider-gated

Make and Zapier require a private or test installation first; public marketplace approval is a separate state. Zyan-side starter recipes stay disabled until you enable them explicitly, and delivery rows marked Needs review — check provider before taking further action are never replayed automatically.

Pausing is not disconnecting

Each tile has a switch. Pausing keeps the credentials and takes the provider out of service; the provider's own settings card then shows no connect form and says Turn it back on under Settings → Integrations.

Pausing a telephony provider pauses texting too

Voice and SMS share the provider connection. Pausing Twilio or Telnyx from its tile stops your texting lines as well as your calling, and you are not asked a second time.

Settings reference

SettingWhat it changesDefault
Tile switchPauses or resumes a connected provider without removing its credentials. The label reads paused, on, or not connected.
ConnectStarts the provider's connect flow — OAuth, a pasted key, or a Pipedream sign-in.
DisconnectRemoves the connection. Owner or admin only, and refused where something still depends on it.
Find actionPipedream connections. Looks up an older provider operation by ID so you can inspect its result.
Retry original workflow stepPipedream connections. Re-runs a failed workflow step against the provider, where that is safe.

Troubleshooting

SymptomCauseFix
No integrations matchThe search term does not match a tileSearch by provider name, or browse the category
A settings card has no connect formThe provider is paused from its tileTurn it back on under Settings → Integrations
Texting stopped when you paused a carrierVoice and SMS share the connectionResume the provider from its tile
You cannot connect anythingMost connections are owner or admin onlyAsk a workspace owner or admin
A step's action fails although the account is connectedConnecting does not prove write access at the providerCheck the selected resources and the provider's own permissions
A reconnect is refusedIt needs the original consenting actor and a verified identityCreate a new connection instead
A Make or Zapier recipe is not runningZyan-side starter recipes stay disabled until enabledEnable it explicitly on both sides