Integration Guides

Extend your agents by connecting them to the systems your team already operates. These guides focus on the setup choices that matter in production.

Collaboration

Connect agents to channels, direct messages, and threaded workflows with scoped Slack OAuth credentials.

Key steps

Create a Slack app

Configure OAuth scopes

Subscribe to events and verify delivery

CRM

Move lead, account, and opportunity data between ServoAgent and Salesforce with controlled field mapping.

Key steps

Authorize a connected app

Map object fields

Turn on outbound verification

CRM

Automate lifecycle stages, deal workflows, and enrichment tasks with HubSpot CRM data.

Key steps

Install the HubSpot connector

Define lifecycle triggers

Attach action nodes

Event-driven

Connect any external system to ServoAgent with signed inbound and outbound webhook flows.

Key steps

Create an inbound webhook

Verify the signing secret

Persist event IDs for replay protection

Integration readiness checklist

Separate staging and production credentials so failed tests do not contaminate customer data.

Keep OAuth scopes and webhook events narrowly tailored to the actions your agent actually performs.

Add request IDs, event IDs, and retry-safe dedupe rules before enabling write-side automations.

Validate error handling, circuit breaking, and rollback steps before production cutover.