Creating a connection

Making a connection yourself with New connection, and when to.

New connection opens a full-screen Connect a system picker: a Search systems box, an A–Z index, a counter reading 354 of 354 systems, and one row per connector showing its auth-method label.

Use it for connections your organisation owns (your own Slack workspace, your own data warehouse), which a workflow then uses at account level rather than per customer.

Customer connections should be created by the customer, through your embedded widget. That is what keeps their credentials theirs.