Booflow

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Integrations

Connect Booflow to your existing tools so tasks trigger real actions automatically.

Overview

Booflow connects to external services so that tasks can trigger real actions automatically — generating meeting links, sending documents for signature, posting Slack notifications, or firing webhooks. Integrations live at the workspace level: connect once, use everywhere.

Each integration uses OAuth 2.0, which means you authenticate with the provider directly — Booflow never sees your password. OAuth tokens are stored encrypted at rest using AES-256-GCM.

How to connect

Only workspace Owners and Admins can connect or disconnect integrations.

Settings → Integrations → click "Connect" next to a provider

1. You are redirected to the provider's OAuth consent screen.
2. You grant the required permissions.
3. You are redirected back to Booflow.
4. The integration status changes to "Connected".

Once connected, the integration is available to all flows and tasks in your workspace immediately.

Available integrations

Google Calendar

Productivity

Create calendar events with all task attendees directly from a CALENDAR_EVENT task.

Google Meet

Meetings

Generate a Meet link automatically when a MEETING task becomes active.

Google Drive

Storage

Browse and share Drive files inside task descriptions and checklist items.

Google Sheets

Data

Read data from or write results to a spreadsheet when a task is completed.

DocuSign

Signatures

Send a document for e-signature via DocuSign. The task auto-completes once all parties have signed.

Slack

Notifications

Post a message to a Slack channel when tasks or flows change status.

Microsoft Teams

Meetings

Generate Teams meeting links in MEETING tasks and send channel notifications.

Zoom

Meetings

Generate a Zoom meeting link automatically in MEETING tasks.

Dropbox

Storage

Store and share files via Dropbox in FILE_UPLOAD tasks.

OneDrive

Storage

Store and share files via Microsoft OneDrive in FILE_UPLOAD tasks.

Figma

Design

Link Figma frames or files in task descriptions for design-review flows.

Zapier / Webhook

Automation

Trigger any external workflow on flow events via a custom HTTP webhook or Zapier.

Using integrations in tasks

Integrations fire automatically based on the task type. You don't have to do anything extra after connecting — just set the task type correctly and the integration runs at the right moment.

MEETING task

When the task becomes READY, Booflow calls the connected video provider (Meet, Teams, or Zoom) to generate a meeting link and embeds it in the task automatically.

SIGNATURE task

When the task becomes READY, Booflow sends the configured DocuSign envelope to all signers. The task auto-completes once all signatures are collected.

CALENDAR_EVENT task

When the task becomes READY, Booflow creates a calendar event in Google Calendar with all flow participants as attendees.

FILE_UPLOAD task with storage

Uploaded files are synced to your connected Google Drive, Dropbox, or OneDrive folder if a destination is configured.

Any task with Slack/Teams

When a task completes or a flow changes status, a notification is posted to the configured channel.

Token security

OAuth access tokens and refresh tokens are encrypted at rest using AES-256-GCM before being stored in the Booflow database. The encryption key is stored separately from the data. Booflow staff cannot read your tokens in plaintext.

When you disconnect an integration from Settings → Integrations → Disconnect, Booflow performs two actions: it revokes the token at the provider level (so the token is invalidated even if it were somehow leaked), and it deletes the encrypted token record from the Booflow database. Re-connecting requires a fresh OAuth consent.

Webhook events

If you connect a custom webhook URL or use Zapier, Booflow will POST a JSON payload to your endpoint when any of the following events occur. Each payload includes the event type, a timestamp, and the relevant object (flow, task, or participant).

flow.started
flow.completed
flow.paused
flow.cancelled
task.completed
task.assigned
task.approved
task.rejected
external.joined
file.uploaded

Example payload for a task.completed event:

{
  "event": "task.completed",
  "timestamp": "2026-05-19T14:32:00.000Z",
  "data": {
    "taskId": "cmp4task01...",
    "taskName": "NDA Signed",
    "taskType": "SIGNATURE",
    "flowId": "cmp4n4ala001u...",
    "flowName": "Client Onboarding",
    "completedBy": "vendor@acme.com"
  }
}

Booflow expects a 200 response within 10 seconds. Failed deliveries are retried up to 3 times with exponential back-off. If all retries fail, the error is logged in the integration settings page.

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