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Integrations

Integrations

Connect your organization’s tools

Set up available providers and check their status.

Before you begin

Open Administration → Integrations with the appropriate access. Have an account authorized to connect the relevant external provider.

Connect your organization’s tools

  1. Open Administration → Integrations and inspect the provider’s availability.

  2. Use Connect and complete the provider’s authorization flow for available connections.

  3. Configure the relevant capability, such as documents, calendar, email, chat, or meetings.

  4. Check connection status and use the available test action before relying on notifications or delivery.

Key concepts & fields

ConceptWhat to know
Available connectionMicrosoft 365, Google Workspace, Slack, and Zoom have connection workflows. Deployment configuration still determines availability.
AuthorizationComplete the provider's connection flow using the intended account.
CapabilityConfigure the relevant documents, calendar, email, chat, or meetings capability after connecting.
Coming soonA catalog entry is not necessarily an available connection. Check its availability before planning a workflow around it.

Troubleshooting

Connected but nothing is delivered

Check the capability configuration and connection status, then use the available test action.

The provider cannot be connected

Check whether it is marked Coming soon or requires deployment configuration; ask your administrator to review the setup.