Skip to main content

​
What Integration Apps Selection is for

Integration Apps Selection allows you to control which integration apps a customer can access in their portal’s Integration section. This gives you granular control over:
  • Which third-party services customers can connect
  • Tier-based access restrictions
  • Custom integration packages per customer

​
Where to find it

  1. Go to Customer List.
  2. Select a customer.
  3. Click Manage.
  4. Go to the Features & Add-ons tab.
  5. Find the Integration section.

​
Enable integrations for a customer

Before selecting specific apps, you must enable the Integration menu:
  1. In the Menu Visibility section, toggle Show Integration to ON.
  2. The Integration menu will now appear in the customer’s portal.
Enable Integration Toggle

​
Select allowed apps

Once integrations are enabled, you can choose which apps the customer can access:
  1. In the Features & Add-ons tab, find Allowed Apps.
  2. Click Select Apps.
  3. A modal will appear with all available integration apps.
  4. Check the apps you want to allow for this customer.
  5. Click Save.

​
Available integration apps

The app selection modal displays apps in categories: Communication
  • Gmail
  • Outlook
  • Slack
  • Microsoft Teams
  • Zoom
CRM & Sales
  • HubSpot
  • Salesforce
  • Pipedrive
  • Close
  • Copper
Project Management
  • Asana
  • Trello
  • Monday.com
  • ClickUp
  • Notion
Automation
  • Zapier
  • Make (Integromat)
  • N8N
  • Webhooks
Other Apps
  • Google Calendar
  • Google Sheets
  • Airtable
  • And many more…
App Selection Modal

​
How app restrictions work

When you select specific apps for a customer:

​
Customer sees only allowed apps

In their portal’s Integration section, customers will only see:
  • Apps you’ve explicitly allowed
  • Apps they can connect or configure
  • No upgrade prompts for restricted apps

​
OAuth and API key flows

When a customer tries to connect an app:
  • Allowed apps – Full connection flow works normally
  • Restricted apps – Connection is blocked server-side with error message: “This integration is not available for your account. Please contact your administrator.”

​
Tier access validation

The system validates app access at multiple levels:
  1. Client-side – Only displays allowed apps
  2. Server-side – Validates OAuth requests
  3. API endpoint – Checks permissions on API key connections
Customer Integration Grid - Filtered Apps

​
Use cases

​
Tier-based packages

Create integration packages for different customer tiers: Basic Tier
  • Gmail
  • Google Calendar
  • Webhooks
Pro Tier
  • All Basic apps
  • HubSpot
  • Slack
  • Zapier
Enterprise Tier
  • All apps available

​
Custom integration bundles

Offer specialized packages: CRM Bundle
  • HubSpot
  • Salesforce
  • Pipedrive
Communication Bundle
  • Slack
  • Microsoft Teams
  • Zoom
Automation Bundle
  • Zapier
  • Make
  • N8N
Integration Packages Example

​
Allow all apps vs selective apps

​
Allow all apps

To give a customer access to all integration apps:
  1. In the app selection modal, check Select All.
  2. Save.
This is useful for:
  • Enterprise customers
  • Testing environments
  • Full-featured accounts

​
Selective apps

To restrict to specific apps:
  1. Uncheck Select All.
  2. Check only the apps you want to allow.
  3. Save.
This is useful for:
  • Free tier users
  • Specialized use cases
  • Security-conscious customers

​
Integration visibility without apps

If you enable Show Integration but don’t select any apps:
  • The Integration menu appears in the customer portal
  • No apps are displayed
  • Customer sees an empty state or upgrade prompt
Best practice: Always select at least one app when enabling integrations.

​
Troubleshooting

​
Customer can’t see Integration menu

  • Verify Show Integration is toggled ON
  • Check that at least one app is selected in Allowed Apps

​
Customer can’t connect an app

  • Confirm the app is in the Allowed Apps list
  • Check server logs for permission errors
  • Verify OAuth credentials are configured for the app

​
App selection modal doesn’t open

  • Ensure Show Integration is enabled first
  • Refresh the page and try again

​
Changes not reflected in customer portal

  • Customer may need to log out and log back in
  • Clear browser cache
  • Wait 1-2 minutes for cache invalidation

​
Best practices

  • Start conservative – Begin with fewer apps and add more based on customer needs
  • Document packages – Create clear tier definitions (Basic, Pro, Enterprise)
  • Test restrictions – Verify blocked apps show appropriate error messages
  • Monitor usage – Track which apps customers actually use
  • Regular reviews – Quarterly review of app access per customer