How to connect platforms for automations (CRM, store, payments)
Connect HubSpot, Pipedrive, RD Station, Shopify, Nuvemshop, Correios, Asaas, and others for the AI and automations to use.
1 min readBasicUpdated on November 12, 2026
Where to find it in Cognizy
Video lesson coming soon. For now, follow the steps below.
Each connected app becomes actions that the AI and automations can use: look up an order, create a contact in the CRM, check a tracking status. The connection is made via token or API key (stored encrypted) or, on some stores, by logging into the platform itself.
Where to find it in Cognizy
Before you start
- Only the owner and admins can connect apps.
- Have the platform's token or API key ready, created in its own dashboard.
Step by step
- Step 1:
Open . Apps are grouped by type: CRM and ERP, E-commerce, Shipping and tracking, Payment, and Others. Each one shows how many actions it brings.
- Step 2:
Click Connect on the app. For stores with Connect via OAuth (Nuvemshop, Shopify), you log into the store account and authorize it; for others, a credential window opens.
- Step 3:
Give it a Credential name and paste the token or key generated by the platform (the window shows where to find it in its dashboard). Click Connect.
How to know it worked
The app shows up as connected, and its actions become available in the automation builder and for the AI.
If something goes wrong
The connection failed.
Check that the token was copied in full and has the permissions required by the platform. Generate a new one and connect again.
Next step
Use the app's actions in a visual automation.
Sign in with your Cognizy account to save your progress.
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