How do you connect other tools to Motion.io?
Have a tool you want to connect to Motion.io but don’t see instructions for it?
So long as the tool you want to connect provides an iFrame embed code, you can integrate it directly into your Motion.io client portals — even if we haven’t created instructions for it yet.
Read the FAQs below to learn more about how software integrations work in Motion.io.
Integrations FAQs
How do integrations work in Motion.io?
In addition to the two tabs added by default ('Tasks' and 'Files') when you create a new portal in Motion.io, integration tabs allow you to create dedicated spaces in your portals to give clients easy access to other resources, links, and third-party tools they'll need throughout a project.
Can I add content to an integration tab that isn't an iFrame?
Using Motion.io's integration tabs, you can quickly connect any tool you're using that provides an iFrame embed code and make that tool accessible to clients within a dedicated tab at the top of their portal.
To connect a tool you're using to an integration tab in Motion.io, all you have to do is paste the code provided by that application into the 'App Embed Code' section of a integration tab you're editing.
Can I add content to an integration tab that isn’t an iFrame?
Adding an iFrame embed code or URL is optional, and you can use integration tabs for anything you want clients to have easy access to during a project.
In addition to providing clients access to external software, integration tabs make a perfect home base for things like welcome/walkthrough videos, project roadmaps, and any other helpful links or information.
If the tool I want to connect doesn't provide an iFrame embed code, what should I do?
There are two options for making regular links accessible to clients through integration tabs:
1. Paste a shareable URL for the tool into the 'App Embed Code' field
In addition to adding iFrames to the 'App Embed Code' section, you can also add shareable URLs. When you paste a URL into the 'App Embed Code' field of the integrations tab editor, Motion.io will wrap the link in an iFrame to make that URL display visually for clients.
1. Add links in the 'Description' area
When editing an integration tab, paste the link or links you want to make accessible to clients into the 'Description' section. However, please note that URLs added this way will display as text-based links instead of embedded software.
The tool I want to connect isn't listed on your integrations page; can it still be connected to Motion.io?
So long as the tool you want to connect provides an iFrame embed code, you can integrate it directly into your Motion.io client portals.
In addition to tools that provide an iFrame embed code, most (but not all) tools that provide shareable links can also be connected to integration tabs in your Motion.io client portals.