Connect integrations and verify workflows
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Connect available tools, understand triggers, and prove the intended result.
Outcome
The connection state and a real supported sync or workflow result agree.
Last reviewed
2026-09-12 · Operations
Before you begin
- The required package, provider account and permission to connect it.
Open the right workspace
- 1Sign in and open Dashboard.
- 2Choose Settings from the dashboard navigation.
- 3If the item is not shown, ask an owner to check your access and the account package.
Connect and check
- 1Choose only an integration displayed as available for your account.
- 2Review the requested provider permissions before authorising.
- 3After connection, create one controlled supported event and confirm the expected result in both systems.
- 4For a workflow, confirm its displayed trigger and action before enabling it.
How to know it worked
- • A controlled event produces one expected result without duplication.
If something goes wrong
- Check connection state, provider permission and event time before reconnecting.
- If the problem remains, open Support and describe what you expected and what appeared.