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A connector is a set of ready-made blocks for one product — the triggers that listen to it and the actions that write to it. Before a connector’s blocks can run, the app needs a connection: the stored authorisation that lets Callivox act on your account.

The Connections modal, opened from the Connections button on the Automations page.

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The catalogue

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Callivox’s own actions

The Callivox section of the palette acts on your own workspace:
Conversation variables are internal. They are never shown to the customer.

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Connected apps

  • HubSpot — create, update, get, find and delete Contacts, Companies, Deals and Tickets; create Tickets and Notes; associate two records; add a contact to a static list. The settings rail loads your live properties, lists, pipelines, stages and owners.
  • Bitrix24 — add, update, get and list Leads, Deals, Contacts and Companies, plus Add Activity to log a call, comment or email.
  • Dynamics 365 — Create Record, Update Record, Get Record and Find Records against any entity set. The entity dropdown lists what your organisation has, with a Custom… option for anything not listed.
  • Business Central — Create Customer, Get Customer, Get Item and Create Sales Order (with a header-and-lines editor).
  • Salla — Update Order Status, Get Order, Create Customer, Update Customer and Get Customer.
  • Drupal Commerce — Find Products, Get Product, Create Product, Update Product, Find Orders, Get Order, Apply Order Transition (place, validate, fulfil, complete or cancel), Find Customer and Create Customer. Stores, product types, order states and transitions are picked from live lists.
  • JotForm — Get Submission, List Submissions and List Forms, alongside the submission trigger.
  • Microsoft Forms — a response trigger only; there are no Microsoft Forms actions.
  • Google Sheets — Append Rows, Update Rows, Delete Rows, Find Rows, Read Columns and Read Range.
  • Microsoft Excel — Append Rows, Update Rows, Delete Rows, Find Rows, Read Columns and List Rows. Excel adds a workbook browser so you can search your OneDrive or SharePoint files, then pick a table and its columns.
  • Asana — create, update, get, find, complete and delete Tasks; create, get and list Projects; Create Section, Add Task to Section, Add Comment and Add Tag.
  • ClickUp — create, update, get, delete and list Tasks; Create Comment, Create List, Get List, List Folders, List Spaces and Set Custom Field.
  • Monday.com — Create Item, Update Item and Create Update.
  • Airtable — List Records, Get Record, Create Records, Update Records, Delete Record, List Bases and List Tables.
  • Microsoft Outlook — Send Email.
  • Microsoft Teams — Post to Channel and Send Chat. Teams, channels, chats and people are chosen from live pickers.
  • Facebook and LinkedIn — lead and comment triggers only; there are no actions.

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Anything else — the HTTP blocks

Two blocks in the HTTP section cover products that have no dedicated connector:
  • HTTP Request — Call an external API. Set the URL, Method, Authorization, Content type and the body and headers. It has a separate error output, so you can branch on a failed call.
  • HTTP Response — Reply to the incoming webhook request. Only meaningful in a flow started by a Webhook trigger.

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Authorising a connection

Click Connections in the Automations page header. The modal lists every provider, with the connections you already hold under each. There are two ways to authorise, depending on the provider.
Google, Microsoft, Facebook, HubSpot, Asana, ClickUp, Monday.com, Dynamics 365, Business Central and Salla.
1

Click Connect

Find the provider’s section and click Connect. A sign-in window opens and the section reads “Finish signing in to in the popup window…”
2

Sign in and approve

Sign in to that account and approve the access it asks for. The window closes itself and the new connection appears in the list.
3

Finish provider-specific setup

A few providers need one more detail — see below.
If the window does not appear you will see “Popup blocked. Allow popups for this site and try again.” — allow popups for hub.callivox.com and retry.Three providers ask for a little more:
  • Dynamics 365 — enter your organisation URL before clicking Connect. It must look like https://yourorg.crm.dynamics.com; other regions use crm3, crm4, crm5 or crm11. You can change it later with Configure.
  • Business Central — after signing in, an environment and company picker opens. The connection row then shows {environment} · {company}. Configure reopens the picker.
  • Facebook — after signing in, a page picker opens so you can choose which pages Callivox may use. The row shows how many pages are selected; the Pages button reopens the picker.
One Microsoft sign-in covers Excel, Outlook, Teams, Microsoft Forms, Dynamics 365 and Business Central.
If a provider shows “Not configured on this platform.” with Connect greyed out, that integration is not enabled for your Callivox deployment. Contact support.

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Using a connection in a flow

Blocks that talk to an outside app show a Connection dropdown in the settings rail, set to — default connection —. Pick a specific connection if you hold more than one for that provider — two HubSpot accounts, two Drupal stores. If the dropdown shows {id} (stale — connection may have been deleted), the connection it pointed at is gone. Choose a current one.

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Reconnecting and removing

Each connection row shows its display name and a status: When the status is not Active, a Reconnect button appears. Click it and repeat the sign-in, or paste a fresh key. Everything that used the connection resumes without any change to your flows. To remove a connection, click its trash icon; the row turns into an inline Delete? with Yes and No.
Deleting a connection immediately breaks every flow that uses it. Triggers on that connection stop firing and actions fail on their next run. Reconnect instead if you only need to refresh the sign-in.

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Next steps

Triggers

The events each connector can listen for.

Building a flow

Wiring connector blocks together on the canvas.

Runs and troubleshooting

What to check when a connector step fails.

Automations overview

Flows, runs and your monthly run allowance.