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Integration Setup Guide

Connect your favorite third-party services to ATOM SaaS agents.

Overview

ATOM SaaS supports 39+ native OAuth integrations including:

  • CRM: Salesforce, HubSpot, Zendesk
  • Communication: Slack, WhatsApp, Microsoft Teams
  • Storage: Google Drive, Dropbox, OneDrive
  • Project Management: Asana, Jira, Linear, Notion
  • Finance: Stripe, QuickBooks, Xero

Quick Setup

Step 1: Navigate to Integrations

  1. Log in to https://app.atomagentos.com
  2. Click "Integrations" in the left sidebar
  3. Browse available integrations

Step 2: Connect Integration

  1. Find the service you want to connect
  2. Click "Connect"
  3. Authorize with the service (OAuth)
  4. Configure permissions

Step 3: Grant Agent Access

  1. Navigate to your agent
  2. Click "Integrations" tab
  3. Select connected integrations
  4. Configure access level

Common Integrations

Salesforce

Capabilities:

  • Query CRM data
  • Analyze deals and contacts
  • Create and update records
  • Generate reports

Setup:

  1. Click "Connect Salesforce"
  2. Enter Salesforce credentials
  3. Grant permissions:
    • Read: Accounts, Contacts, Opportunities
    • Write: Create/Update records (if needed)
  4. Test connection

Use Cases:

  • "Analyze deals closed this month"
  • "Find contacts in territory West"
  • "Create opportunity from lead"

Slack

Capabilities:

  • Monitor channels
  • Post messages
  • Analyze conversations
  • Automate responses

Setup:

  1. Click "Connect Slack"
  2. Authorize with Slack workspace
  3. Select channels to monitor
  4. Configure notification settings

Use Cases:

  • "Monitor #sales for mentions of budget"
  • "Post daily summary to #reports"
  • "Answer FAQs in #support"

Google Drive

Capabilities:

  • Access documents
  • Create files
  • Organize folders
  • Search content

Setup:

  1. Click "Connect Google Drive"
  2. Sign in with Google
  3. Grant Drive permissions
  4. Select folders to access

Use Cases:

  • "Find all Q4 reports"
  • "Create summary document"
  • "Organize invoices by month"

Stripe

Capabilities:

  • Query payments and invoices
  • Analyze revenue
  • Create subscriptions
  • Generate reports

Setup:

  1. Click "Connect Stripe"
  2. Enter Stripe API keys
  3. Grant permissions (read or read/write)
  4. Test connection

Use Cases:

  • "Analyze MRR this quarter"
  • "Find failed payments"
  • "Generate invoice report"

Permissions Model

Read-Only Access

Agent can:

  • Query data from integration
  • Read records and files
  • Analyze content
  • Generate reports

Agent cannot:

  • Create, update, or delete data
  • Send messages or emails
  • Modify records

Use for: Student and Intern level agents

Read-Write Access

Agent can:

  • All read-only capabilities
  • Create new records
  • Update existing records
  • Send messages (if applicable)

Agent cannot:

  • Delete records or files
  • Execute high-risk actions

Use for: Supervised level agents

Full Access

Agent can:

  • All read-write capabilities
  • Delete records
  • Execute high-risk actions
  • Modify configurations

Use for: Autonomous level agents (with caution)

Testing Integrations

After connecting:

  1. Verify Connection

    • Integration status should show "Connected"
    • Last sync timestamp updates

  2. Test with Agent

    • Create simple task using integration
    • Example: "List recent Salesforce opportunities"
    • Verify agent can access data

  3. Check Permissions

    • Ensure agent has appropriate access
    • Test read vs write operations
    • Verify scope limitations

Troubleshooting

Connection Failed

Problem: OAuth authorization fails

Solutions:

  1. Verify credentials are correct
  2. Check service status (is Salesforce/Slack down?)
  3. Ensure pop-ups are allowed
  4. Try incognito/private browser mode

Data Not Accessible

Problem: Agent can't access integration data

Solutions:

  1. Verify integration is connected
  2. Check agent has permission to use integration
  3. Ensure access level is appropriate
  4. Test connection in integration settings

Rate Limiting

Problem: "Rate limit exceeded" errors

Solutions:

  1. Check integration rate limits
  2. Implement request queuing
  3. Add delays between bulk operations
  4. Consider upgrading plan

Security Best Practices

Principle of Least Privilege

  • Grant minimum required access
  • Use read-only when possible
  • Limit scope to necessary data
  • Regularly audit access

Credential Management

  • Use OAuth whenever available
  • Never share API keys publicly
  • Rotate credentials periodically
  • Revoke access when not needed

Audit Trail

  • Monitor agent actions
  • Review integration usage
  • Check access logs regularly
  • Set up alerts for suspicious activity

Complete Integration List

CRM & Sales:

  • Salesforce
  • HubSpot
  • Zendesk
  • Pipedrive
  • Zoho CRM

Communication:

  • Slack
  • Microsoft Teams
  • WhatsApp Business
  • Telegram
  • Discord

Storage & Files:

  • Google Drive
  • Dropbox
  • OneDrive
  • Box
  • SharePoint

Project Management:

  • Asana
  • Jira
  • Linear
  • Notion
  • Monday.com
  • Trello

Finance:

  • Stripe
  • QuickBooks
  • Xero
  • FreshBooks
  • Wave

Email & Marketing:

  • Mailchimp
  • SendGrid
  • Amazon SES
  • Mailgun

Development:

  • GitHub
  • GitLab
  • Bitbucket
  • Jira Software

Next Steps

Last Updated: 2025-02-06 Version: 1.0.0