Adding Integrations

Integrations are the foundation of Tectra's power. By connecting your favorite tools and platforms, you enable Tectra to automate tasks, sync data, and work seamlessly across your entire tech stack.

What Are Integrations?

Integrations allow Tectra to:

• Read and write data from your connected tools
• Trigger workflows based on changes in your systems
• Perform actions on your behalf
• Sync information between different platforms

Popular integrations include email platforms, project management tools, CRM systems, communication platforms, and many more.

Adding Your First Integration

Step 1: Navigate to Integrations

1. Go to the integrations page: https://app.tectra.ai/manager/integrations
2. You'll see all available integrations

Step 2: Choose an Integration

1. Click the "Add Integration" button in the top right
2. Browse the available integrations
3. Choose the integration you want to add from the list
4. Each integration will show:
   • What it connects to
   • What actions are available
   • Any special requirements

Step 3: Configure Integration Details

Depending on the integration you selected, you may need to provide:

• API keys or tokens: For direct API access
• Account credentials: Username and password for some services
• Server information: URLs, ports, or connection strings
• Permissions: Specific access levels or scopes

Step 4: Connect and Authenticate

1. Click "Connect" to initiate the connection process
2. A popup window will appear with authentication instructions
3. Follow the specific steps for your chosen integration:
   • OAuth platforms: You'll be redirected to authorize Tectra
   • API-based tools: Enter your API credentials
   • Enterprise systems: Follow custom authentication flows

Step 5: Complete the Authentication Process

The authentication process varies by platform:

For OAuth Platforms (like Google, Microsoft, Salesforce):

1. You'll be redirected to the platform's login page
2. Sign in with your account credentials
3. Review and approve the permissions Tectra is requesting
4. You'll be redirected back to Tectra with a success message

Step 6: Verify the Connection

1. Once authentication is complete, you'll see a success message
2. The integration will appear in your integrations list as "Connected"

Managing Your Integrations

Updating Integrations

To update an existing integration:

1. Remove the existing integration by clicking the "Remove" or "Disconnect" option
2. Confirm the removal
3. Add the integration again by clicking "Add Integration" and following the setup process
4. Reconfigure any workflows that were using the previous integration

Removing Integrations

To remove an integration:

1. Click on the integration you want to remove
2. Look for the "Remove" or "Disconnect" option
3. Confirm the removal
4. Note: This will disable any workflows using this integration and remove all relevant data from the database

Integration Limits

Your billing tier determines how many integrations you can have:

• Check your current usage on the billing page
• Additional integrations available beyond your tier limit
• You can upgrade your tier for more included integrations

Troubleshooting Integrations

Common Issues and Solutions

Authentication Expired

• Problem: Integration shows "Needs Attention"
• Solution: Re-authenticate by clicking the integration and following the auth flow again

Permission Errors

• Problem: Tectra can't perform certain actions
• Solution: Check that you granted all necessary permissions during setup

Connection Timeouts

• Problem: Integration fails to connect
• Solution: Check your internet connection and the service's status page

Getting Help

If you're having trouble with an integration:

1. Check the integration's documentation in Tectra
2. Verify your credentials with the original service
3. Contact Tectra support with specific error messages

What's Next?

With your integrations connected, you're ready to create powerful workflows that automate your tasks:

Remember: You can add more integrations at any time as your needs grow. Start with the tools you use most frequently, then expand your automation capabilities by adding more integrations later.