Connections

Add a service with a clear scope

Understand availability, permissions and price before connecting.

1. Find the service in Add-ons & connections and read its availability. A planned listing is not an activated integration.
2. Identify the company account and the exact work the connection needs to perform. Keep each client’s access separate.
3. Review provider costs, setup requirements and the terms shown before accepting. Some services need provider approval or a scoped quote.
4. Confirm the full workflow with a permitted test before relying on it for a live document, message or payment.

Key Managing guide · September 15, 2026