Triggers & Actions: Smoother Integration Setup with Field Previews

What’s new?

We’ve launched a common integration experience for workflow actions and triggers. Integration-powered steps now show the required fields upfront, guide users to connect the right account without having to leave the workflow, and support multiple connected accounts where available.

How it works

When an integration is not connected, the action or trigger panel now shows a connect banner and a preview of the fields in a locked state. Clicking Connect your account opens the integration setup in a new browser tab, so users can complete the connection without losing their workflow setup. Once connected, the fields unlock and the selected account appears directly in the action or trigger.

How to use it

Open an integration-powered action or trigger in a workflow.
Click Connect your account if no account is connected.
Select the connected account and configure the fields.

Why we built it

Previously, users often discovered missing integrations only after saving a workflow, with little guidance on how to fix it. They also couldn’t see what fields or options an integration supported before connecting an account, which made it harder to evaluate actions from scratch. This update reduces setup errors, keeps users inside their workflow context, and makes integration-powered actions easier to understand and adopt.

Simple examples

A user opens a Typeform action from a workflow template. They can now see all the available fields in this integration as a preview which can be updated after connecting their account.
A user opens a Slack action with multiple connected accounts. They choose the right account from the account dropdown, and the available connections reload for that account.

Additional Notes

Available field options now now appear as a preview before an integration is connected.
If a connected account is removed or becomes invalid, the step returns to a locked connection-required state.
Some apps load fields step by step after connection, based on earlier selections if it requires fetching information to load.
Dynamic fields that depend on the selected account may reset when the account changes.

Preview