feat(polling-groups): can invite multiple people to have their gmail/outlook inboxes connected to a workflow (#2695)

* progress on cred sets

* fix credential set system

* return data to render credential set in block preview

* progress

* invite flow

* simplify code

* fix ui

* fix tests

* fix types

* fix

* fix icon for outlook

* fix cred set name not showing up for owner

* fix rendering of credential set name

* fix outlook well known folder id resolution

* fix perms for creating cred set

* add to docs and simplify ui

* consolidate webhook code better

* fix tests

* fix credential collab logic issue

* fix ui

* fix lint

Author: icecrasher321

apps/docs/content/docs/en/triggers/index.mdx

@@ -33,6 +33,9 @@ Use the Start block for everything originating from the editor, deploy-to-API, o
   <Card title="RSS Feed" href="/triggers/rss">
     Monitor RSS and Atom feeds for new content
   </Card>
+  <Card title="Email Polling Groups" href="#email-polling-groups">
+    Monitor team Gmail and Outlook inboxes
+  </Card>
 </Cards>
 
 ## Quick Comparison
@@ -43,6 +46,7 @@ Use the Start block for everything originating from the editor, deploy-to-API, o
 | **Schedule** | Timer managed in schedule block |
 | **Webhook** | On inbound HTTP request |
 | **RSS Feed** | New item published to feed |
+| **Email Polling Groups** | New email received in team Gmail or Outlook inboxes |
 
 > The Start block always exposes `input`, `conversationId`, and `files` fields. Add custom fields to the input format for additional structured data.
 
@@ -66,3 +70,24 @@ If your workflow has multiple triggers, the highest priority trigger will be exe
 
 **External triggers with mock payloads**: When external triggers (webhooks and integrations) are executed manually, Sim automatically generates mock payloads based on the trigger's expected data structure. This ensures downstream blocks can resolve variables correctly during testing.
 
+## Email Polling Groups
+
+Polling Groups let you monitor multiple team members' Gmail or Outlook inboxes with a single trigger. Requires a Team or Enterprise plan.
+
+**Creating a Polling Group** (Admin/Owner)
+
+1. Go to **Settings → Email Polling**
+2. Click **Create** and choose Gmail or Outlook
+3. Enter a name for the group
+
+**Inviting Members**
+
+1. Click **Add Members** on your polling group
+2. Enter email addresses (comma or newline separated, or drag & drop a CSV)
+3. Click **Send Invites**
+
+Invitees receive an email with a link to connect their account. Once connected, their inbox is automatically included in the polling group. Invitees don't need to be members of your Sim organization.
+
+**Using in a Workflow**
+
+When configuring an email trigger, select your polling group from the credentials dropdown instead of an individual account. The system creates webhooks for each member and routes all emails through your workflow.

apps/sim/app/(auth)/signup/signup-form.tsx

@@ -109,11 +109,15 @@ function SignupFormContent({
       setEmail(emailParam)
     }
 
-    const redirectParam = searchParams.get('redirect')
+    // Check both 'redirect' and 'callbackUrl' params (login page uses callbackUrl)
+    const redirectParam = searchParams.get('redirect') || searchParams.get('callbackUrl')
     if (redirectParam) {
       setRedirectUrl(redirectParam)
 
-      if (redirectParam.startsWith('/invite/')) {
+      if (
+        redirectParam.startsWith('/invite/') ||
+        redirectParam.startsWith('/credential-account/')
+      ) {
         setIsInviteFlow(true)
       }
     }

apps/sim/app/api/auth/oauth/disconnect/route.test.ts

@@ -8,11 +8,18 @@ import { createMockLogger, createMockRequest } from '@/app/api/__test-utils__/ut
 
 describe('OAuth Disconnect API Route', () => {
   const mockGetSession = vi.fn()
+  const mockSelectChain = {
+    from: vi.fn().mockReturnThis(),
+    innerJoin: vi.fn().mockReturnThis(),
+    where: vi.fn().mockResolvedValue([]),
+  }
   const mockDb = {
     delete: vi.fn().mockReturnThis(),
     where: vi.fn(),
+    select: vi.fn().mockReturnValue(mockSelectChain),
   }
   const mockLogger = createMockLogger()
+  const mockSyncAllWebhooksForCredentialSet = vi.fn().mockResolvedValue({})
 
   const mockUUID = 'mock-uuid-12345678-90ab-cdef-1234-567890abcdef'
 
@@ -33,6 +40,13 @@ describe('OAuth Disconnect API Route', () => {
 
     vi.doMock('@sim/db/schema', () => ({
       account: { userId: 'userId', providerId: 'providerId' },
+      credentialSetMember: {
+        id: 'id',
+        credentialSetId: 'credentialSetId',
+        userId: 'userId',
+        status: 'status',
+      },
+      credentialSet: { id: 'id', providerId: 'providerId' },
     }))
 
     vi.doMock('drizzle-orm', () => ({
@@ -45,6 +59,14 @@ describe('OAuth Disconnect API Route', () => {
     vi.doMock('@sim/logger', () => ({
       createLogger: vi.fn().mockReturnValue(mockLogger),
     }))
+
+    vi.doMock('@/lib/core/utils/request', () => ({
+      generateRequestId: vi.fn().mockReturnValue('test-request-id'),
+    }))
+
+    vi.doMock('@/lib/webhooks/utils.server', () => ({
+      syncAllWebhooksForCredentialSet: mockSyncAllWebhooksForCredentialSet,
+    }))
   })
 
   afterEach(() => {

apps/sim/app/api/auth/oauth/disconnect/route.ts

@@ -1,11 +1,12 @@
 import { db } from '@sim/db'
-import { account } from '@sim/db/schema'
+import { account, credentialSet, credentialSetMember } from '@sim/db/schema'
 import { createLogger } from '@sim/logger'
 import { and, eq, like, or } from 'drizzle-orm'
 import { type NextRequest, NextResponse } from 'next/server'
 import { z } from 'zod'
 import { getSession } from '@/lib/auth'
 import { generateRequestId } from '@/lib/core/utils/request'
+import { syncAllWebhooksForCredentialSet } from '@/lib/webhooks/utils.server'
 
 export const dynamic = 'force-dynamic'
 
@@ -74,6 +75,49 @@ export async function POST(request: NextRequest) {
         )
     }
 
+    // Sync webhooks for all credential sets the user is a member of
+    // This removes webhooks that were using the disconnected credential
+    const userMemberships = await db
+      .select({
+        id: credentialSetMember.id,
+        credentialSetId: credentialSetMember.credentialSetId,
+        providerId: credentialSet.providerId,
+      })
+      .from(credentialSetMember)
+      .innerJoin(credentialSet, eq(credentialSetMember.credentialSetId, credentialSet.id))
+      .where(
+        and(
+          eq(credentialSetMember.userId, session.user.id),
+          eq(credentialSetMember.status, 'active')
+        )
+      )
+
+    for (const membership of userMemberships) {
+      // Only sync if the credential set matches this provider
+      // Credential sets store OAuth provider IDs like 'google-email' or 'outlook'
+      const matchesProvider =
+        membership.providerId === provider ||
+        membership.providerId === providerId ||
+        membership.providerId?.startsWith(`${provider}-`)
+
+      if (matchesProvider) {
+        try {
+          await syncAllWebhooksForCredentialSet(membership.credentialSetId, requestId)
+          logger.info(`[${requestId}] Synced webhooks after credential disconnect`, {
+            credentialSetId: membership.credentialSetId,
+            provider,
+          })
+        } catch (error) {
+          // Log but don't fail the disconnect - credential is already removed
+          logger.error(`[${requestId}] Failed to sync webhooks after credential disconnect`, {
+            credentialSetId: membership.credentialSetId,
+            provider,
+            error,
+          })
+        }
+      }
+    }
+
     return NextResponse.json({ success: true }, { status: 200 })
   } catch (error) {
     logger.error(`[${requestId}] Error disconnecting OAuth provider`, error)

apps/sim/app/api/auth/oauth/token/route.test.ts

@@ -138,7 +138,10 @@ describe('OAuth Token API Routes', () => {
       const data = await response.json()
 
       expect(response.status).toBe(400)
-      expect(data).toHaveProperty('error', 'Credential ID is required')
+      expect(data).toHaveProperty(
+        'error',
+        'Either credentialId or (credentialAccountUserId + providerId) is required'
+      )
       expect(mockLogger.warn).toHaveBeenCalled()
     })
 

apps/sim/app/api/auth/oauth/token/route.ts

@@ -4,20 +4,25 @@ import { z } from 'zod'
 import { authorizeCredentialUse } from '@/lib/auth/credential-access'
 import { checkHybridAuth } from '@/lib/auth/hybrid'
 import { generateRequestId } from '@/lib/core/utils/request'
-import { getCredential, refreshTokenIfNeeded } from '@/app/api/auth/oauth/utils'
+import { getCredential, getOAuthToken, refreshTokenIfNeeded } from '@/app/api/auth/oauth/utils'
 
 export const dynamic = 'force-dynamic'
 
 const logger = createLogger('OAuthTokenAPI')
 
 const SALESFORCE_INSTANCE_URL_REGEX = /__sf_instance__:([^\s]+)/
 
-const tokenRequestSchema = z.object({
-  credentialId: z
-    .string({ required_error: 'Credential ID is required' })
-    .min(1, 'Credential ID is required'),
-  workflowId: z.string().min(1, 'Workflow ID is required').nullish(),
-})
+const tokenRequestSchema = z
+  .object({
+    credentialId: z.string().min(1).optional(),
+    credentialAccountUserId: z.string().min(1).optional(),
+    providerId: z.string().min(1).optional(),
+    workflowId: z.string().min(1).nullish(),
+  })
+  .refine(
+    (data) => data.credentialId || (data.credentialAccountUserId && data.providerId),
+    'Either credentialId or (credentialAccountUserId + providerId) is required'
+  )
 
 const tokenQuerySchema = z.object({
   credentialId: z
@@ -58,9 +63,37 @@ export async function POST(request: NextRequest) {
       )
     }
 
-    const { credentialId, workflowId } = parseResult.data
+    const { credentialId, credentialAccountUserId, providerId, workflowId } = parseResult.data
+
+    if (credentialAccountUserId && providerId) {
+      logger.info(`[${requestId}] Fetching token by credentialAccountUserId + providerId`, {
+        credentialAccountUserId,
+        providerId,
+      })
+
+      try {
+        const accessToken = await getOAuthToken(credentialAccountUserId, providerId)
+        if (!accessToken) {
+          return NextResponse.json(
+            {
+              error: `No credential found for user ${credentialAccountUserId} and provider ${providerId}`,
+            },
+            { status: 404 }
+          )
+        }
+
+        return NextResponse.json({ accessToken }, { status: 200 })
+      } catch (error) {
+        const message = error instanceof Error ? error.message : 'Failed to get OAuth token'
+        logger.warn(`[${requestId}] OAuth token error: ${message}`)
+        return NextResponse.json({ error: message }, { status: 403 })
+      }
+    }
+
+    if (!credentialId) {
+      return NextResponse.json({ error: 'Credential ID is required' }, { status: 400 })
+    }
 
-    // We already have workflowId from the parsed body; avoid forcing hybrid auth to re-read it
     const authz = await authorizeCredentialUse(request, {
       credentialId,
       workflowId: workflowId ?? undefined,
@@ -70,15 +103,13 @@ export async function POST(request: NextRequest) {
       return NextResponse.json({ error: authz.error || 'Unauthorized' }, { status: 403 })
     }
 
-    // Fetch the credential as the owner to enforce ownership scoping
     const credential = await getCredential(requestId, credentialId, authz.credentialOwnerUserId)
 
     if (!credential) {
       return NextResponse.json({ error: 'Credential not found' }, { status: 404 })
     }
 
     try {
-      // Refresh the token if needed
       const { accessToken } = await refreshTokenIfNeeded(requestId, credential, credentialId)
 
       let instanceUrl: string | undefined
@@ -145,7 +176,6 @@ export async function GET(request: NextRequest) {
       return NextResponse.json({ error: 'User not authenticated' }, { status: 401 })
     }
 
-    // Get the credential from the database
     const credential = await getCredential(requestId, credentialId, auth.userId)
 
     if (!credential) {