Connect an Integration
An integration links an outside service to your workspace, so the things you do here — collecting money, issuing an invoice, sending an update — happen through an account you already have with that provider. Your workspace handles the work; the provider handles the delivery.
Everything lives under Integrations.
Find the one you need
The page has two parts. Active connections at the top shows what you've already connected. All integrations below it is the full catalogue.
Filter by category — Payments, Accounting, Messaging, or Tools — or search by name. Integration categories explains what each one adds to your workspace.
Two ways to connect
Select an integration to open its details, then choose Connect. What happens next depends on the provider:
- Approve at the provider. You're taken to the provider's own site to sign in and approve access, then brought straight back here. You never type that provider's password into your workspace.
- Enter credentials. The provider issues keys or tokens from its own dashboard, and you paste them into the form. Secret fields are stored securely and never shown again, so keep your own copy in a password manager.
Once it's ready, the integration moves up into Active connections.
What the status labels mean
Not everything in the catalogue can be connected today. Each one carries its current status:
- Active — ready to connect and use.
- Coming soon — on its way, but not open yet.
- Maintenance — temporarily unavailable while we work on it. Existing connections keep working.
- Deprecated — being retired. It can no longer be connected.
Connect only what you need
There's no benefit to connecting everything. Start with the one category that unblocks you — usually payments if you're chasing money, or messaging if you're chasing people — and add the rest when you actually need them.
You only need one active connection per category for that capability to work across your workspace.
Disconnect
Choose Disconnect on an active connection and confirm. The connection and its saved settings are removed, and anything relying on that provider stops until you connect another.
You can reconnect at any time. You'll be asked to approve access or enter credentials again — the old secrets are gone for good, so have them to hand before you start.
If something stops working
If a provider reports an error, the usual cause is at their end: a revoked key, an expired approval, or a plan that no longer covers the feature. Check the account on the provider's own dashboard first, then disconnect and reconnect here to store a fresh set of credentials.