Connect storage and other services

Integrations are optional and workspace-specific. Documentation of a connector does not mean it is connected, entitled or tested in your workspace.

Start with the exact service

Open the integration card in the current workspace. Review the official sign-in or configuration path, the account and requested permissions. Enter secrets only in the intended secure settings page or approved credential manager, never in a client questionnaire, shared prompt or screenshot.

Storage behavior

Client uploads are saved on the platform before transfer to configured storage. Saved accounts can coexist, with a preferred destination for new uploads. Changing the preferred account does not disconnect the others, and existing transfer jobs can retain their original destination. Check the actual saved file and transfer state; a connected badge alone does not prove a copy arrived.

Other integrations

CRM fields need mappings to actual supported field keys. Scheduling needs a usable calendar. Payments need the appropriate provider connection. Client analytics needs a configured provider, enabled tracking and an initial data collection before historical comparisons are meaningful. Check the current setup and any usage charge before enabling collection.

Verify the result

Perform a small authorized read or test operation, then inspect the destination. Keep a record of the intended account and any returned error. Do not reconnect repeatedly after an unknown result or expand permissions just to make a test pass.