Connected Apps

Connecting your favourite third-party applications allows you to seamlessly integrate their functionality into your workflows, automate tasks, and sync data across platforms. This guide will walk you through connecting, managing, and removing app integrations.

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Navigating to Connected Apps

You can access the integrations hub from the main navigation menu.

1. From your workspace dashboard, locate the left-hand navigation menu.

2. Click on the Connected Apps icon.

You will be taken to the Connected Apps page, which is divided into two sections:

• Your Integrations: A list of applications that are already connected to your workspace.

• Available Integrations: A list of applications that are available to be connected.

We are alwyas looking to support new integrations. Please email [e-mail] for any specific requests.

Connecting a New App

To add a new integration, you will need the correct credentials from the third-party service.

1. On the Connected Apps page, scroll to the Available Integrations section.

2. Locate the application you wish to connect and click the Setup button.

   

3. A configuration modal will appear, prompting you for your credentials. Enter the required key or token into the input field.

   Note: Each application may require a different type of credential. For example, SendGrid requires an API Key, while Slack requires a Bot User OAuth Token. Ensure you have the correct credential before proceeding.

4. Click Save

5. Validation: Upon successful connection, a success notification will appear at the top-right of the screen. The application will move from the Available Integrations section to Your Integrations.

Managing an Existing Integration

You can update the credentials for an already connected app at any time.

1. Navigate to the Your Integrations section.

2. Find the relevant application and click Manage.

3. In the modal that appears, you can view or update the existing credentials.

4. After making changes, click Save.

Removing an Integration

Disconnecting an app will remove its connection to your workspace and may disrupt any active workflows that rely on it.

1. In the Your Integrations section, locate the app you wish to remove and click Manage.

2. In the management modal, click the Remove Integration button.

3. A confirmation dialogue will appear. To proceed, click the red Delete button.

   Warning: Removing an integration is permanent and cannot be undone. Any workflows or automations that depend on this connection will cease to function correctly. You will need to set up the integration again to restore functionality.