App integrations setup guide

In this article:

Before we start, please, learn more information about app integrations here

How to connect Jira integration:

Make sure that emails registered to your Jira and Desktop.com accounts correspond. The Jira account you shall use for connecting to the app integration in Desktop.com app must be an administrator user in Jira Also, you need to check that your visibility settings for the account email is correct
Firstly you need to generate a Jira token for authentication (get a token from your Jira account which you are going to use to authenticate with a Jira instance from the Desktop.com application.)

     1) Navigate to your Profile icon and select Account Settings in the drop-down menu

     2) Navigate to the Security menu, scroll down to API token section and click Create and manage API tokens

     3) Click Create API token button

     4) Enter a token label name and click Create button

     5) The token is generated. Make sure to copy it so you can use it for authentication and linking the Desktop.com account to the Jira account.

Now you can link Jira to Desktop.com account from Desktop.com application:

1) Log in with your Desktop.com account (having the same email address as in your Jira account)

2) Click the workspace name -> navigate to Workspace settings

3) Alternatively, click your Profile icon on the top right -> Preferences. You can also click Settings button on the left side panel

4) Navigate to the App integrations menu and select the Workspace or Personal tab depending on the purpose of usage. Click View button next to Jira

5) Start from enabling Jira Search integration

6) Follow the steps in the setup guide Jira.  Start by entering the JIRA URL. It shall be the name of your Jira instance/workspace. Click Next button when you are ready.

 7) Enter your username (your Desktop.com and Jira account email address) and your password (the API token you generated in Jira) and click Next button

8) Jira integration is now activated

9) You will receive a chat message from the Jira bot

10) Now, when the integration is first in place, you can also activate Jira notifications integration

     

You need to make sure that the administrator user who connected the Jira Notification integration has read access to each Jira user's email to be able to make the connection between Jira user and Desktop account. That means Contact visible in Jira needs to be set to the correct scope level. Usually it should be sufficient having it on the organization level as all your users are part of the scope level

11) After enabling Jira notifications you will be able to get the following notifications from the chatbot:

  • When you are assigned to the task
  • Being re-assigned to the task
  • Being mentioned in the task
  • The task assigned to you was commented

 

12) Now you can search Jira tasks through Desktop.com. Navigate to the Search field on the upper panel and then select Search across your tools option

How to connect Asana integration:

Make sure that emails registered to your Asana and Desktop.com accounts correspond.Log in to both accounts

 1) Log in with your Desktop.com account

2) Click the workspace name -> navigate to Workspace settings

 3)  Alternatively, click your Profile icon on the top right -> Preferences. You can also click Settings button on the left side panel

4) Navigate to the App integrations menu

 5) Select the Workspace tab and click Enable button under Asana Search

 6) Click Sign In button to start connecting Desktop.com to your Asana account

 7) To connect both accounts, click Allow button

 8) Asana integration has been successfully enabled

 9) Now you can search Asana tasks through Desktop.com. Navigate to the Search field on the upper panel -> Switch to Integrated apps search

How to connect Trello integration:

Make sure that emails registered to your Trello and Desktop.com accounts correspond. Log in to both accounts

1) Log in with your Desktop.com account. Click the workspace name -> navigate to Workspace settings

2) Alternatively, click your Profile icon on the top right ->Preferences. You can also click Settings button on the left side panel

3) Navigate to the App integrations menu

4) Select the Personal tab and click Install button under the Trello Search

5) Click Sign In button to start connecting Desktop.com to your Trello account

6) You will be offered to grant Desktop.com access to your account

7) Scroll down the page and click Allow button to proceed with the setup

8) The Trello Search integration has been successfully enabled

Make sure that emails registered to your Notion and Desktop.com accounts correspond. Log in to both accounts

How to connect Notion integration:

1) Log in with your Desktop.com account. Click the workspace name -> navigate to Workspace settings

2) Alternatively, click your Profile icon on the top right ->Preferences. You can also click Settings button on the left side panel

3) Navigate to App integrations

 4) Select the Personal tab, and click View button under the Notion app

 5) Click Install button

 6) You will need to Sign In with your Notion account

 7) You will need to provide an access to your Notion account. Click Select pages button to decide which pages you would like to provide an access

8) Here you can select  certain pages or  provide access to all the pages

9) The integration has been set up

10) Now you can search Notion tasks through Desktop.com. Navigate to the Search field on the upper panel and then Switch to Integrated apps search

How to connect Dropbox integration:

Make sure that emails registered to your Dropbox and Desktop.com accounts correspond. Log in to both accounts

1) Log in with your Desktop.com account. Click the workspace name -> navigate to Workspace settings

2) Alternatively, click your Profile icon on the top right ->Preferences. You can also click Settings button on the left side panel

3) Navigate to the App integrations

4) Select the Personal tab and then click View button under Dropbox app

5) Click Install button

 6) You will need to Sign In with your Dropbox account

7) The Dropbox integration has been set up.

8) Now you can search Dropbox tasks through Desktop.com. Navigate to the Search field on the upper panel and then Switch to Integrated apps search

How to connect Google Drive integration:

1) Log in with your Desktop.com account. Click the workspace name -> navigate to Workspace settings

2) Alternatively, click your Profile icon on the top right ->Preferences. You can also click Settings button on the left side panel

3) Navigate to App integrations menu

4) Switch to the Personal tab and click View button under Google

5) Click Install button under Google Drive Search

6) You will need to sign in with your Google account

7) Enter your registered Google email address

8) Enter a password associated with this account and then click Next button

9) You will need to grant an access to your Google Account in order to be able to search for your Google documents across your workspace. Click Continue button

How to connect MailChimp Search Integration:

1) Log in with your Desktop.com account and click the workspace name -> navigate to Workspace settings

 2) Alternatively, click your Profile icon on the top right ->Preferences. You can also click Settings button on the left side panel

3) Navigate to App integrations menu

 4) Select the Personal tab and scroll down the list of app integrations. Click Install button under MailChimp Search

 5) You will need to connect your Desktop.com to your MailChimp account, click Sign In button

6) Enter your MailChimp username/email and password, click Log In button

7) You will need to authorize  Desktop.com access to your MailChimp account to search through your MailChimp campaigns. Click Allow button.

8) Now you can search through your MailChimp campaigns across your Desktop.com account. Click the Search field and then select Switch to integrated apps search

9) Select MailChimp in the list of connected integrations and start searching for campaigns