Beginner4 min

Installing Plugins

Add new capabilities to your workspace by installing plugins from the marketplace.

Finding Plugins

Plugin Marketplace

  1. Go to Plugins > Browse Marketplace
  2. Filter by category
  3. Search by name or function

Categories

  • Communication - Slack, Discord, Email
  • CRM - Salesforce, HubSpot, Pipedrive
  • Databases - Airtable, Notion, PostgreSQL
  • Developer - GitHub, GitLab, AWS
  • Marketing - Mailchimp, SendGrid, Meta
  • Productivity - Google Workspace, Microsoft 365

Installation Process

Step 1: Select Plugin

  1. Find the plugin you need
  2. Click to view details
  3. Review features and requirements

Step 2: Check Requirements

Verify:

  • Workspace permissions
  • Account tier (some require Pro)
  • Integration prerequisites

Step 3: Install

  1. Click Install Plugin
  2. Confirm installation
  3. Wait for completion

Step 4: Configure

Most plugins need setup:

  1. Go to Plugins > Installed
  2. Click Configure
  3. Enter credentials or settings
  4. Test the connection

Plugin Details Page

Overview Tab

  • Description
  • Features list
  • Screenshots
  • Demo video

Actions Tab

See available actions:

  • What each action does
  • Required inputs
  • Expected outputs

Reviews Tab

  • User ratings
  • Written reviews
  • Response from creator

Changelog Tab

  • Version history
  • Recent updates
  • Bug fixes

After Installation

Using in Workflows

  1. Create or edit a workflow
  2. Open node panel
  3. Find plugin under its category
  4. Drag actions to canvas

Managing Plugins

View installed plugins:

  1. Go to Plugins > Installed
  2. See all active plugins
  3. Configure or remove

Updating Plugins

When updates are available:

  1. Notification appears
  2. Click Update
  3. Review changes
  4. Confirm update

Uninstalling

Remove a Plugin

  1. Go to Plugins > Installed
  2. Find the plugin
  3. Click Uninstall
  4. Confirm removal

Impact Warning

Before uninstalling, you'll see:

  • Workflows using this plugin
  • What will break
  • Confirmation required

Data Handling

When uninstalling:

  • Credentials are removed
  • Workflow nodes are disabled
  • Execution history preserved

Troubleshooting

Installation Failed

  • Check internet connection
  • Verify permissions
  • Try again later
  • Contact support if persists

Plugin Not Showing

  • Refresh the page
  • Check Installed tab
  • Verify installation completed

Configuration Issues

  • Double-check credentials
  • Ensure API access enabled
  • Review plugin documentation

Plugin Permissions

What Plugins Can Access

Plugins may need:

  • Workflow data
  • Execution context
  • Integration credentials

Security Review

All marketplace plugins:

  • Reviewed before listing
  • Scanned for vulnerabilities
  • Monitored for issues

Next Steps

Tags

marketplacepluginsinstallation