How Integrations Work?

laptop with archive icons is a work operating system (Work OS) that allows teams to manage projects, workflows, and processes in one place. One of the key features of regarding project management tools, is its ability to integrate with other tools and platforms that teams use on a daily basis. In this blog post, we will explore how integrations work and how they can help you streamline your work, save time, and make team collaboration better.

What are Integrations? integrations are predefined flows that connect with external platforms, such as Slack, Gmail, Zoom, Jira, and more. These integrations allow you to sync data in real time, automate actions, and communicate in context without leaving
For example, you can use the Slack integration to share updates and files in Slack channels from directly inside Or you can use the Zoom integration to set Zoom calls within any board to communicate in context. Or you can use the Jira integration to collaborate widely across different departments on any project. has integrated around 200 apps, you can explore them in the integrations marketplace.

Why Use Integrations? integrations can help you work smarter, faster, and better by:

  • Centralizing data in one place: You can keep all your data in to increase team alignment and improve business organization. You can avoid juggling disconnected apps and make sure nothing falls between the cracks.
  • Automating work: You can increase productivity and avoid repetitive work by connecting tools that automate your daily workflows. You can easily schedule notifications, automate emails, sync meetings, and more.
  • Syncing tools in seconds: You can seamlessly integrate your favorite tools without disrupting your work. All integrations can be set up in just a few clicks – no coding required.

How to Set Up Integrations?

To set up an integration, follow these steps:

  1. Go to the board that you want to integrate with another platform.
  2. Click on the Apps button at the top right corner of the board.
  1. Choose the platform that you want to integrate with from the list of available integrations.
  1. Read the Overview, Pricing and Permissions Tab
  2. Click on Add to your account to activate the integration.
  3. Setup the parameters (you will recognize them as they are usually underlined). Think about parameters as rules you apply for using the information you got on
  1. If information should be displayed, you will be asked to map the information (it is just a way of asking what, when, and where you want to display the information)

You can also edit or delete an existing integration by clicking on the Apps button and choosing the Installed apps option.
When installed, you can set up automations to maximize productivity and steer away from redundant tasks by setting up automations. For more, you can check this article about automations.

Most frequent integrations (and how to set them up)


  1. In the board you are working on, at the right upper corner, tap on the integration button and select outlook among the logos displayed
  1. Select the type of integration you want to create, then will connect to Outlook. Keep in mind that personal accounts cannot connect. Also, you should have a Microsoft 365 Business Premium Licence.
  2. You will be asked for permission to access to Outlook’s data through, you can accept
  1. Now you have both accounts connected. If you have any questions, you can reach out to customer support here


To integrate Salesforce into, you will need to be subscribed to the enterprise plan in and also to the enterprise or unlimited plan in Salesforce.

  • Tap the integration option at the top right corner of your screen
  • Select the Salesforce logo
  • Select the “recipe” or rule you want your integration to follow
  • Enter your Salesforce sub-domain and allow access
  • Customize the integration

As costs can be high for the integration between Salesforce and, you might want to consider the CRM platform solution. It will depend on your company needs, if you want a free assessment, you can contact us.

Microsoft Teams

Before you start, make sure to do the integration connection with the credentials of the Office 365 global administrator, the global administrator should also be in the team you want to integrate. This will be only necessary for the connection, after that, anyone can build the integration in

  1. Go to the board you want to create the integration
  2. Tap on the right top corner the integration button, select the Teams banner
  1. Select the recipe (or condition) you want to set up
  1. Connect Teams to

Keep in mind that you will be able to connect team channels, chats are not supported yet by

Jira worked in a new Jira integration that overrides the old one. In this new version, you will not need to have admin credentials to do the connection between Jira and Also it just has one recipe, but that one recipe will allow you to create several small recipes so you can configure the integration properly.

  1. Click on the board you want to integrate and then on the Jira logo, do not choose the deprecated banner
  1. Click on the only recipe available and start customizing it
  1. Connect Jira and
  1. Start customizing the recipe, you can choose the direction, if from Jira to or to Jira or both ways, you can include the information there. It’s important to notice that just the creators of the integration will be able to edit the recipe. API has an api built on has also prepared a documentation with details about how to use the queries and use the app here. You will be able to test the queries here

How Delta PMO Can Help You integrations can be confusing when setting them up. Our experts can structure your environment, customize your integrations, and train your team on how to use them effectively. 

Ensure your integrations run smoothly and securely with our ongoing support and maintenance.  Schedule a complimentary assessment call with our experts. We have helped clients across various industries and sectors to leverage their business.

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