App integrations setup guide

This option is available if you enabled the Organize&Search feature package

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

1) Open the Desktop.com app

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

3) Navigate to the App Integrations

4) Click the arrow button next to the Jira

5) Start from proceeding the API password here

6) Log in to your Jira account

7) Click the Create API token button

8) Enter your label and click the Create button when you are ready

9) 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.

10) Enter your Jira registered email address. Use the generated API token as the password here. Use your Jira project URL for the Domain field. Click the Save button when you are ready

11) Proceed with setting up the Jira Notifications integration if that is required for you.

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

12) Now you can search Jira tasks through Desktop.com. Navigate to the Search field on the upper panel -> 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. Click the workspace name -> navigate to Workspace settings

2) Navigate to the App integrations menu

3) Click the Arrow button next to the Asana integration

4) Click the Login button to start connecting Desktop.com account to your Asana account

5) To connect both accounts, click the Allow button

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

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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) Navigate to the App integrations menu

3) Click the arrow button next to the Trello integration

4) Click the Login button to start connecting Desktop.com to your Trello account

5) You will be offered to grant Desktop.com access to your account. Proceed with logging in.

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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) Navigate to App integrations

3) Click the arrow button next to the Notion

4) Click the Login button to start connecting Desktop.com to your Notion account

5) 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

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

7) 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

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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) Navigate to the App integrations

3) Click the arrow button next to the Dropbox

4) You will need to login with your Dropbox account

5) 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) Navigate to App integrations menu

3) Click the Arrow button next to the Google

4) You will need to login with your Google account

5) Enter your registered Google email address

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

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

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How to connect MailChimp Search Integration:

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

2) Navigate to App integrations menu

3) Click the arrow button next to the MailChimp

4) You will need to connect your Desktop.com to your MailChimp account, click the Login button

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

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

7) 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

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