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Connections

Before you begin

You need the project admin or owner role to add, reconnect, reconfigure, or disconnect a source. A viewer or member can inspect connection status and use the troubleshooting guide, but must hand setup to an administrator.

If Add connector or a configuration action is unavailable, do not borrow another user's session, request their credentials, or start an OAuth flow on their behalf. Send this guide and the intended project/source to an administrator or owner.

Before connecting a service, check its status in the integration matrix. A card in the interface does not mean that every workflow has passed live end-to-end testing. A card whose Connect action is disabled with "Not available on this deployment" belongs to an OAuth provider whose app has not been configured on this deployment; ask the operator, who sets the provider's client id and secret.

Connection catalog in a new test project

General rules:

  1. Use a separate test workspace for the first verification.
  2. Grant only the scopes required by the selected workflow.
  3. Confirm that the correct project is active.
  4. After connecting, select Sync now and check Activity.
  5. Before disconnecting, assess the effect on automations and pending approvals.

Connector guides: