> ## Documentation Index > Fetch the complete documentation index at: https://docs.kaanha.ai/llms.txt > Use this file to discover all available pages before exploring further. # Integrations > Connect CRMs, Shopify, WooCommerce, Slack, Notion, MCP servers, and more to your Kaanha AI workspace. # Integrations Kaanha AI integrates with your existing tools — CRMs, e-commerce platforms, automation tools, and communication channels. Most integrations live under the **Integrations** page (`/integrations`), organized into tabs: **Webhooks**, **Zapier**, **E-commerce**, **Slack**, **CRM**. A few connection-specific settings (Notion OAuth, MCP servers, payment provider keys) live under **Settings** instead — each section below says where to go. ## Plan Gating Third-party integrations are **gated by subscription tier**. Connecting an integration does **not** consume AI credits — only AI features running inside an integration (e.g., AI summarising a Slack thread) do. | Capability | Free | Starter | Pro | Premium | Enterprise | | ---------------------------------------------------- | ---- | ------- | --- | ------- | ---------- | | Outgoing Webhooks | — | ✅ | ✅ | ✅ | ✅ | | Slack | — | — | ✅ | ✅ | ✅ | | Notion (KB + sync) | — | — | ✅ | ✅ | ✅ | | HubSpot / Zoho CRM / Salesforce | — | — | ✅ | ✅ | ✅ | | Shopify / WooCommerce | — | — | ✅ | ✅ | ✅ | | Companies, Products, Orders, Suppliers (B2B modules) | — | — | — | ✅ | ✅ | | MCP Server (stdio + SSE) | — | — | ✅ | ✅ | ✅ | | Custom MCP tools / SSO / dedicated IP | — | — | — | — | ✅ | > **Pro+** unlocks all standard third-party integrations (Slack, Notion, HubSpot, Zoho, Salesforce, Shopify, WooCommerce). > > **Premium** adds the B2B CRM modules — Companies, Products, Orders, Suppliers — for organizations selling to other businesses. > > See the [Subscription Plans](./billing-plans.md) page for the canonical feature matrix and pricing. *** ## Outgoing Webhooks Send real-time events to any HTTP endpoint. Available from **Starter** upward. See the [Webhooks Guide](./webhooks.md) for full documentation. *** ## CRM Integrations Automatically sync contacts and conversation data to your CRM. **Available on Pro and above.** ### Supported CRMs | CRM | Features | | ------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **HubSpot** | Upsert contact by phone, create notes on conversations | | **Zoho CRM** | Upsert contact, multi-datacenter support | | **Salesforce** | OAuth2, upsert Contact/Lead by phone, configurable field mapping | | **Notion** | Bidirectional — pulls Notion database rows into contacts/companies/products/deals/etc, and pushes back out (see [Notion Integration](#notion-integration) below) | | **Generic Webhook** | POST to any URL — Airtable, Pipedrive, n8n, custom APIs | ### Setup 1. Go to **Integrations → CRM** 2. Select your CRM provider 3. Enter API credentials (encrypted at rest) 4. Click **Test Connection** 5. Toggle **Sync Enabled** ### When CRM Sync Runs Contact data is synced to your CRM whenever: * A new contact is created * A contact profile is updated * A conversation is resolved CRM sync failures never block the primary request — they are logged and retried. *** ## Slack Integration Slack connects to Kaanha AI two different ways, and it's worth knowing which one you're using: * **Native Slack channel** — your team works directly out of a connected Slack workspace. Messages in a mapped Slack DM or channel become Conversations in Kaanha AI's inbox (and vice versa), the same way a WhatsApp or SMS conversation would. This is the current, fully supported integration. * **Legacy WhatsApp↔Slack mirroring bridge** — an older feature that copied WhatsApp conversations into Slack as a read/reply mirror. This has been **retired** — if you're setting Slack up today, you're using the native channel above, not this. ### Setup 1. Go to **Integrations → Slack** 2. Click **Connect Slack** — this opens Slack's own OAuth authorization popup (you're not asked to paste a bot token manually) 3. Approve the requested scopes in the popup 4. Once connected, map Slack channels/DMs to how you want them handled — routed to a human queue, to an AI Agent, or to an Ops Agent — from **Settings → CRM → Pipelines** (channel-to-mode routing) or directly from an agent's own **Channels** tab (see [AI Chatbots — Connecting a Bot to a Slack Channel](./ai-chatbots.md#connecting-a-bot-directly-to-a-slack-channel-or-whatsapp-group)) ### How It Works ``` Slack DM or channel message → Kaanha AI Conversation (channel: "slack") Reply from Kaanha AI (human, AI Agent, or Ops Agent) → posted back to the same Slack thread/channel ``` Inbound Slack messages — including rich Block Kit cards and file attachments from other bots posting into the same channel — render as full cards in the Chat inbox, with author attribution. Interactive buttons on someone else's Block Kit message render read-only, since clicking them would fire back to that other bot, not to Kaanha AI. *** ## E-Commerce E-commerce integrations are **available on Pro and above**. ### Shopify 1. Go to **Integrations → E-commerce → Shopify** 2. Enter your **Shop Domain** (e.g., `myshop.myshopify.com`) 3. Enter your **Access Token** (from Shopify Admin → Apps → API credentials) 4. Copy the webhook URL and add it in Shopify Admin **Supported Shopify Events:** | Event | Trigger | | ------------------ | --------------------------------------- | | `orders/create` | New order placed | | `orders/paid` | Order payment confirmed | | `checkouts/create` | Cart created | | `checkouts/update` | Cart updated (abandoned cart detection) | ### WooCommerce 1. Go to **Integrations → E-commerce → WooCommerce** 2. Enter your **Shop URL** 3. Enter your **Consumer Key** and **Consumer Secret** 4. Copy the webhook URL and add it in WooCommerce → Settings → Advanced → Webhooks *** ## Zapier / Make / n8n Kaanha AI works with no-code automation platforms via webhooks. ### Zapier 1. Create a new Zap 2. Use **Webhooks by Zapier** as the trigger 3. Enter your Kaanha AI webhook URL (from Integrations → Webhooks) 4. Test and activate ### Make (Integromat) 1. Create a new scenario 2. Add a **Webhooks** module as trigger 3. Use the Kaanha AI webhook URL ### Discovery Endpoint (for custom integrations) ``` GET https://app.kaanha.ai/api/integrations/describe Authorization: Bearer YOUR_API_KEY ``` Returns a JSON description of all available triggers, actions, and auth info — compatible with Zapier/Make app development. *** ## Payment Links Create and send Stripe payment links directly from the chat inbox. ### Setup 1. Go to **Settings → Payments** 2. Add your **Stripe** credentials: * **Secret Key** (`sk_live_...`) * **Webhook Secret** (`whsec_...`) > Stripe is the default payment provider for new signups. Razorpay and PayPal are fully functional alternatives — not legacy or inactive — for organizations that configure their own credentials for either. See [Payments](./payments.md) for details. ### Creating a Payment Link 1. Go to **Payments → Create Link** 2. Enter amount, description, and optionally select a contact 3. Share the link via WhatsApp chat Paid links trigger a `payment.completed` webhook event. *** ## Notion Integration Notion connects to Kaanha AI in two ways, and both reuse the same one-time OAuth connection — you don't authorize Notion twice. ### Connecting Notion 1. Go to **Settings → Integrations** (or **Integrations → CRM → Notion**) and click **Connect Notion** 2. Approve the OAuth popup and pick which Notion pages/databases to share access to 3. That's it — both uses below (Knowledge Base and CRM sync) can now see your shared databases without any separate API key entry ### Notion as an AI Knowledge Base To let a chatbot answer questions from a Notion database or page: 1. Go to **Knowledge Bases → Create Knowledge Base**, choose source type **Notion** 2. Pick the database from the picker (populated automatically from your org's Notion OAuth connection — no manual database ID or API key needed) 3. Click **Sync** to import content 4. Link the Knowledge Base to a `builtin_llm` AI Agent (Knowledge Base tab in the agent editor) — the agent retrieves relevant Notion content at answer time via the same RAG pipeline used for uploaded files and manual FAQs There's no separate "Notion agent type" — any regular AI Agent can be Notion-backed by linking it to a Notion-sourced Knowledge Base. See [AI Chatbots](./ai-chatbots.md) for full agent configuration. ### Notion ↔ CRM Sync (bidirectional) Beyond knowledge retrieval, Notion can also sync structured records both ways: * **Pull**: map a Notion database to a CRM entity (contact, company, product, supplier, deal, task, order, or any custom entity type) under **CRM → Notion Mappings** — incremental sync pulls new/changed rows in automatically, with a full-resync option and a manual "Sync now" button * **Push**: an **Automation Rule** with the `notionCreatePage` action can create a page in a connected Notion database whenever a trigger fires (e.g., create a Notion row whenever a new deal closes) — configure the database and per-property field mapping in the automation's action editor This is a genuinely two-way sync — not just a one-time contact import. *** ## Meta Embedded Signup The fastest way to connect a WhatsApp number is Meta's own **Embedded Signup** flow — a one-click OAuth popup that provisions your WhatsApp Business Account, phone number, and access token automatically, without you having to copy any credentials out of Meta Business Manager by hand. See [WhatsApp Connection](./whatsapp-connection.md) for the full setup flow — manual credential entry remains available as a fallback if you prefer to manage your own Meta app. *** ## Connect External Tools via MCP (Bots Calling Out) This is the reverse direction from the **MCP Server** integration described below: instead of an external client calling into Kaanha AI, your own AI Agents can call out to *your* external MCP server as a tool during a conversation. 1. Go to **Settings → AI → MCP Servers** 2. Add your MCP server's URL and any auth token it requires 3. The tools that server exposes become available for any AI Agent to call, alongside Kaanha AI's built-in tools (product lookup, CRM tools, etc.) This is useful for exposing your own internal systems — an inventory service, a custom database, an internal API — to a chatbot without writing a bespoke integration for each one. *** ## MCP Server (Kaanha AI as an MCP Server) Kaanha AI itself can be used as an MCP server, so an external MCP client (e.g. Claude Code, Claude Desktop) can call Kaanha AI's own tools — contacts, conversations, deals, and more. ```bash theme={null} npm install -g @kaanha-ai/mcp claude mcp add kaanha -- npx @kaanha-ai/mcp serve ``` Requires an OWNER-role account on Starter plan or above. See [API Reference](./api-reference.md) for the CLI auth flow. *** ## Push Notifications The Kaanha AI mobile app receives push notifications for new messages, assigned conversations, and SLA breaches, via Expo push tokens registered per device. No setup is needed beyond installing the mobile app and signing in — tokens register automatically. *** ## Premium-Only B2B Modules Organizations on the **Premium** or **Enterprise** plan unlock structured B2B CRM modules in addition to the standard Contacts/Conversations: | Module | Purpose | | ------------- | -------------------------------------------------------------------------- | | **Companies** | Organize Contacts under a parent Company record (industry, HQ, ARR, etc.) | | **Products** | SKU-level catalog for quoting, orders, and chat-driven product lookups | | **Orders** | Track customer orders end-to-end (linked to Contacts, Companies, Products) | | **Suppliers** | Vendor records for procurement workflows | These are first-party modules inside Kaanha AI — not third-party integrations. They appear in the sidebar once your organization is on Premium or Enterprise. See [Subscription Plans](./billing-plans.md). *** ## See Also * [Subscription Plans](./billing-plans.md) — canonical feature matrix and pricing * [Webhooks](./webhooks.md) — outgoing event webhooks * [API Reference](./api-reference.md) — REST endpoints * [AI Chatbots](./ai-chatbots.md) — Knowledge Bases, MCP tool calling, and agent-to-channel routing