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SHAPP.

Integration help

Your tools, connected to SHAPP.

Use your data in the business applications you create with Shappy. This guide explains how to authorize a connection, choose its access and remove it.

Connect your account

  1. Open your company in SHAPP, then go to Integrations.
  2. Choose the provider and install the connector if SHAPP offers that option. When a managed connection is available, choose “Connect with” the provider.
  3. In the provider window, check the account, organization and permissions. Select the required pages or bases where that option is available, then authorize the connection.
  4. Back in SHAPP, refresh accounts, choose the connected account and verify access. Then enable the connection for the application that needs it.

Each customer connects their own accounts. You do not need to provide SHAPP’s server key. If you are asked to create an OAuth application when you expect a ready-to-use SHAPP connection, contact support before continuing.

Understand access

The provider consent screen describes the permissions actually requested. Some extend beyond a single document or operation. Review them before accepting and tell Shappy which resources and actions you want to use.

Google Drive

Read and organize files and folders accessible to the connected account. Review the permissions displayed by Google before continuing.

Choose the correct Google account; Drive sharing still limits accessible files.

Gmail

Read messages, manage drafts and send messages. Access applies to the authorized mailbox, not just one label.

Gmail permissions: read and compose. Google verification is required before general availability.

Google Calendar

List calendars, check availability and create, read, update or delete events according to your permissions.

Permissions: read the calendar list, events and free/busy information. Specify the calendar to use in your request.

Google Sheets

Read and edit spreadsheets, append values and read Drive metadata to find documents.

Google consent is not restricted to a single spreadsheet. Specify the document and tab to use.

Notion

Read, create and update authorized content, inspect its structure and access permitted user information, including email addresses.

Select only the pages you need during consent. Pages that have not been shared are not accessible to the connection.

Airtable

Read base schemas and read, create, update or delete records.

Select the authorized bases on the Airtable consent screen. An unselected base will not be accessible.

HubSpot

Read, create and update contacts, search contacts and read their schema.

Choose the relevant HubSpot account.

Salesforce

Use the Salesforce API according to the account’s permissions: contacts, opportunities, queries and any data those permissions allow.

Permissions: API, identity and session renewal. Your administrator may need to authorize the application in your organization.

Slack

List accessible channels, read their history and post messages as a bot.

Choose the Slack workspace and add the bot to the channels you need. Workspace policies and Slack API limits apply.

Stripe

Manage authorized Stripe data, including customers, products, subscriptions and invoices, through the SHAPP app.

Choose the Stripe account to connect and approve the SHAPP app permissions. Always check the account and mode before an operation.

Remove or revoke access

“Remove from this app” disables its use in that application. “Disconnect account” removes the connection from SHAPP. To also revoke authorization with the provider, remove SHAPP or Shappy from its connected application settings. Removing a connection does not delete documents, messages or records already created or copied.

After revocation, expiration or a permissions change, reconnect the account and verify access before resuming operations.

Having trouble connecting?

The window does not open

Allow sign-in popups for SHAPP, then try again.

The provider refuses access

Check the selected account, administrator permissions and integration availability. Do not bypass your organization’s refusal.

A source is missing

Check which pages, bases, documents or channels are shared with the connection, then refresh sources.

An action appears to have failed

First check with the provider whether it was completed, especially for an invoice or message, before repeating it.

Privacy and data

Requested actions use resources accessible to the connected account. Read the privacy policy for data processing and requests concerning your rights; contact us for a deletion request.

Need help?

Email contact@shapp.ai with the provider name, your SHAPP company, the time of the issue and the error message. Do not send passwords, API keys, tokens or sensitive customer data.

contact@shapp.ai