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Manage connected services

Connections let Sayvy exchange data with services such as calendars, messaging providers, and other workspace tools.

Add a connection

  1. Open Connections and choose the service.
  2. Review the permissions requested before authorizing it.
  3. Give the connection a descriptive name if you have more than one account.
  4. Run a small test from the workflow or agent that will use it.

Keep connections healthy

  • Remove connections that are no longer used.
  • Reauthorize when a provider password, token, or permission changes.
  • Use separate credentials for test and production workspaces.
  • Give teammates enough access to operate a connection, but not more than they need.
See Integrations for implementation details.