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Agencies & MSPsSupported Integrations

Supported Integrations

Connect client systems using pre-built app actions, authenticated custom API requests, HTTP requests, and inbound webhooks. Choose the method each system supports and configure its credentials in that client’s workspace.

At a glanceVerified in app · Oct 30, 2026
Use it to
Connect PSA, RMM, identity, EDR, documentation, and billing tools in each client workspace and manage partner OAuth app registrations
Find it
Canvas → Dock → Apps, Connections → Connections, or Clients → Settings → App registrations
Limits
Credentials and secrets resolve inside the client workspace where the automation runs · Public internet endpoints only
Instead
App Directory (to look up a specific vendor's authentication method and setup guide)

During execution, authenticated requests send credentials or authorization tokens to the configured service.

Build a reusable automation in your own workspace, then choose a deployment method for the client rollout. Review the results and complete each client copy before activation.

Pre-builtApp ConnectionsUse the directory to check available triggers and actions
Per workspaceClient CredentialsConfigure each client's accounts and secrets in their own workspace
REST & webhooksCustom ConnectionsConnect services that expose a compatible API or webhook

Connection Methods

Choose the connection method that fits the service and operation. How Glow Integrations Work covers the runtime, authorization, and controls for a technical review.

Use Apps and Integrations when the service and operation are available in the catalogue:

  1. Open the automation canvas, click Apps in the dock, and select the application.
  2. Complete the app’s OAuth sign-in or credential form in the client’s workspace (revoked OAuth grants require reconnection).
  3. Pick the action or trigger in the App drawer and map inputs using dynamic variable tags.

Use the categories below to scope a project. The examples are common client systems to assess, not a guarantee that every operation has a pre-built action; see the App Directory.

CategoryClient systemsExample work to assess
PSA & Service DeskConnectWise PSA, Autotask, ServiceNow, Zendesk, JiraTicket dispatch, configuration records, agreements, technician time
Identity & IAMMicrosoft 365, Entra ID, Google Workspace, OktaApproved provisioning, offboarding, licenses, groups, session revocation
RMM & Endpoint ManagementNinjaOne, Datto RMM, ConnectWise AutomateDevice alerts, hardware details, approved remediation
Documentation & CMDBIT Glue, Hudu, ScalePad, LiongardAsset records, warranty dates, contact synchronization
Cybersecurity & EDRCrowdStrike Falcon, SentinelOne, Huntress, DuoDetection intake, triage, authorized containment
Cloud Commerce & AccountingPax8, QuickBooks, Xero, StripeSubscription reconciliation, billing exceptions, accounting records
Alerts & Team CommunicationsMicrosoft Teams, Slack, PagerDuty, TwilioNotifications, on-call escalation, messages

Partner App Registrations

Clients → Settings → App registrations lets an Admin in your practice’s workspace manage partner-owned OAuth app registrations. A registration identifies the OAuth client application used during sign-in; each client still authorizes their own connected account.

Custom OAuth app credentials in connection setup
Configure custom OAuth app credentials when a client or partner practice uses its own OAuth registration.

Record any partner registration used by a client and include it in handover planning alongside connection ownership. Ending management does not transfer a partner registration to the client; test the intended post-handover configuration before ending access.

Workspace Credential Isolation

App bindings, workspace variables, and secrets always resolve inside the client workspace where the automation runs. Clients can connect accounts and store credentials without exposing raw secret values to your practice. Review Step configurations and deployment receipts in Pushing Automations to Clients and see How Multi-Tenancy Works.


Explore Integrations & Blueprints

Verify it works
Run
Connect a test account or configure a secret in a client workspace and run a single Step test
You should see
The Step authenticates using the client workspace's own credentials and returns the expected response.

What’s Next?

👉 App Directory →: find the connection method available for a specific MSP platform.

Sideways from here: How Multi-Tenancy Works explains what stays inside each client workspace.

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