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Integrations

Connect your tools — securely, on your plan

Sign in to connect tools to your workspace. You can still import data manually via Import data.
Plan starterConnected 0 / 3
Keys are encrypted (AES-256-GCM) and never shown again after saving.
Your own AI provider
Run Cortex on your own Gemini, OpenAI, Anthropic or Groq key — your account, your data terms, no AI credits charged
Vault

Stores credentials only — Cortex does not yet pull data from Your own AI provider. Bring these numbers in by CSV import or the API.

Workspace admins can manage integrations.

Zoho Books
Verifies and stores your Zoho Books token. Not synced yet — Zoho tokens expire in about an hour
Watch

Workspace admins can manage integrations.

Tally
Via the Tally bridge, which runs on your PC and pushes with an API key (Developers → API keys). Nothing saved here is read by Cortex
Watch

Workspace admins can manage integrations.

QuickBooks
Store your QuickBooks access token
Watch Pro

Workspace admins can manage integrations.

Razorpay
Payments and settlements, read-only. Razorpay keys cannot be limited to read-only; Cortex only calls GET endpoints — use a separate key you can revoke
Watch

Workspace admins can manage integrations.

Stripe
Global payments and subscriptions — read-only: use a restricted key (rk_…) with Charges: Read and Balance: Read
Watch

Workspace admins can manage integrations.

Shopify
Orders, read-only: a custom-app token with read_orders only (write scopes are refused)
Watch

Workspace admins can manage integrations.

WooCommerce
WordPress store orders
Watch Pro

Workspace admins can manage integrations.

Amazon Seller
Marketplace orders and settlements
Watch Pro

Workspace admins can manage integrations.

HubSpot
Contacts, deals and pipeline
Watch

Workspace admins can manage integrations.

Salesforce
Store your Salesforce credentials
Watch Pro

Workspace admins can manage integrations.

Zoho CRM
Leads, contacts and deals
Watch

Workspace admins can manage integrations.

Pipedrive
Sales pipeline and activities
Watch

Workspace admins can manage integrations.

Slack
Verifies a channel webhook with a test message and stores it. Alerts are delivered by email today
Vault

Stores credentials only — Cortex does not yet pull data from Slack. Bring these numbers in by CSV import or the API.

Workspace admins can manage integrations.

WhatsApp Business
Payment reminders from your own number (Cloud API); broadcasts are drafted for you to send
Watch

Workspace admins can manage integrations.

Resend
Send collections reminders from your own domain
Vault

Stores credentials only — Cortex does not yet pull data from Resend. Bring these numbers in by CSV import or the API.

Workspace admins can manage integrations.

Twilio
SMS and voice notifications
Watch Pro

Workspace admins can manage integrations.

Telegram
Verifies and stores a bot token and chat. Alerts are delivered by email today
Vault

Stores credentials only — Cortex does not yet pull data from Telegram. Bring these numbers in by CSV import or the API.

Workspace admins can manage integrations.

Google Sheets
Import from a published sheet
Syncs

Workspace admins can manage integrations.

Notion
Databases, docs and wikis
Watch

Workspace admins can manage integrations.

Airtable
Bases and records
Watch

Workspace admins can manage integrations.

Gmail / Workspace
Email and calendar context
Watch Pro

Workspace admins can manage integrations.

Google Analytics 4
Traffic, conversions and funnels
Watch

Workspace admins can manage integrations.

Meta Ads
Facebook & Instagram ad spend and ROAS
Watch Pro

Workspace admins can manage integrations.

Google Ads
Campaign spend and conversions
Watch Pro

Workspace admins can manage integrations.

Custom Webhook
Stores a URL. For live Cortex events, add it under Developers → Webhooks
Watch

Workspace admins can manage integrations.

Zapier
Stores your hook URL. To trigger Zaps from Cortex events, add it under Developers → Webhooks
Watch

Workspace admins can manage integrations.

OpenAI
Verifies and stores a key. To run Cortex's AI on your own key, use “Your own AI provider”
Watch Pro

Workspace admins can manage integrations.

External Postgres
Read from your own database
Enterprise

Workspace admins can manage integrations.

Odoo
ERP: sales, invoicing, CRM, inventory
Watch

Workspace admins can manage integrations.

Vyapar
Billing & accounting for small business
Watch

Workspace admins can manage integrations.

Busy Accounting
Ledger & GST accounting
Watch Pro

Workspace admins can manage integrations.

ClearTax
GST filing & reconciliation
Watch Pro

Workspace admins can manage integrations.

Cashfree
Payments & payouts
Watch

Workspace admins can manage integrations.

PayU
Online payment gateway
Watch Pro

Workspace admins can manage integrations.

Instamojo
Payments & payment links
Watch

Workspace admins can manage integrations.

PhonePe
UPI & payment gateway
Watch Pro

Workspace admins can manage integrations.

MSG91
SMS & OTP (India)
Vault

Stores credentials only — Cortex does not yet pull data from MSG91. Bring these numbers in by CSV import or the API.

Workspace admins can manage integrations.

Gupshup
WhatsApp & SMS messaging
Watch

Workspace admins can manage integrations.

Interakt
WhatsApp Business engagement
Watch

Workspace admins can manage integrations.

Plivo
Voice & SMS
Watch Pro

Workspace admins can manage integrations.

SendGrid
Transactional & marketing email
Watch

Workspace admins can manage integrations.

Brevo
Email, SMS & automation
Watch

Workspace admins can manage integrations.

Mailchimp
Email marketing & audiences
Watch

Workspace admins can manage integrations.

Freshdesk
Customer support tickets
Watch

Workspace admins can manage integrations.

Zoho Desk
Helpdesk & tickets
Watch Pro

Workspace admins can manage integrations.

Intercom
Customer messaging & support
Watch Pro

Workspace admins can manage integrations.

Crisp
Live chat & inbox
Watch Pro

Workspace admins can manage integrations.

Calendly
Scheduling & bookings
Watch

Workspace admins can manage integrations.

Typeform
Forms & survey responses
Watch

Workspace admins can manage integrations.

Dropbox
File storage & sharing
Watch Pro

Workspace admins can manage integrations.

Google Drive
Documents & files
Watch Pro

Workspace admins can manage integrations.

Microsoft 365
Outlook, Teams & OneDrive
Watch Pro

Workspace admins can manage integrations.

Mixpanel
Product analytics & funnels
Watch Pro

Workspace admins can manage integrations.

Amplitude
Behavioural analytics
Watch Pro

Workspace admins can manage integrations.

Google Search Console
Search traffic & keywords
Watch Pro

Workspace admins can manage integrations.

LinkedIn
Company page posts & analytics
Watch Pro

Workspace admins can manage integrations.

Instagram
Content & engagement (Graph API)
Watch Pro

Workspace admins can manage integrations.

YouTube
Channel & video analytics
Watch Pro

Workspace admins can manage integrations.

X (Twitter)
Posts & analytics
Watch Pro

Workspace admins can manage integrations.

Make (Integromat)
Stores your webhook URL. To trigger scenarios from Cortex events, add it under Developers → Webhooks
Watch

Workspace admins can manage integrations.

n8n
Stores your webhook URL. To trigger workflows from Cortex events, add it under Developers → Webhooks
Watch

Workspace admins can manage integrations.

Custom API key
Securely store a key for any other tool
Vault

Stores credentials only — Cortex does not yet pull data from Custom API key. Bring these numbers in by CSV import or the API.

Workspace admins can manage integrations.

How your credentials are protected

Security model

Encrypted at rest. Every secret is encrypted with AES-256-GCM before it reaches the database. The database never sees a plaintext key.

Never returned to the browser. After saving, only a masked hint (e.g. sk_••••••a4f2) is shown. Decryption happens server-side, only when calling that provider.

Admin-only and workspace-isolated. Only workspace admins and owners can add or remove integrations, and row-level security keeps each workspace's credentials separate.

Verified before saving, where the provider allows it. For providers with a live check, we call the provider first — a key it rejects is not stored. Providers without a check are stored and marked "Saved", not "Live".

What each plan includes

Integration allowances by tier

Try Cortex
4
integrations
Your own AI provider, Slack, Resend, Telegram, Google Sheets, MSG91 and 1 more
Watch
10
integrations
+ Zoho Books, Tally, Razorpay, Stripe, Shopify, HubSpot and 22 more
Watch Pro
30
integrations
+ QuickBooks, WooCommerce, Amazon Seller, Salesforce, Twilio, Gmail / Workspace and 21 more
Command
Unlimited
integrations
Everything above, with no limit on connections
Enterprise
Unlimited
integrations
+ External Postgres, plus custom connectors

Connecting a tool stores its credential securely. Today Cortex pulls data in from Shopify, Razorpay, Stripe and Google Sheets every night, sends through WhatsApp Business and your own AI provider, and can email from your Resend domain; the rest are stored for the connectors that follow. Need something not listed? Talk to us — custom connectors are available on Enterprise.