Connections
Providers and services, sign-in and key connections, and what each service status means.
A connection is a client's access to one provider, held by Operate As. A provider is who they sign in with, such as Google. A service is what you ask for, such as Google Sheets.
- One sign-in covers every service you asked for from that provider. On the client's page they share one Google card.
- Connections are per provider, so disconnecting Google ends every Google service for that client.
See Providers for every provider and its services.
Two ways to connect
| Sign in | Paste a key | |
|---|---|---|
| Used by | Most providers | Stripe, Calendly, Pipedrive and others with no sign-in for apps |
| The client | Approves on the provider's own screen | Makes a key in the service's settings and pastes it on their page |
| It can do | Only the permissions they approved | Whatever that key can do |
| It lasts | Renewed by Operate As before it runs out | Until it's deleted or changed in the service |
In the dashboard's service picker, each service is marked Sign in or Paste a key. See Services that use a key.
Service status
| Status | What it means | What to do |
|---|---|---|
| Waiting | Not connected, or connected without a permission it needs | Send the client their link |
| Connected | Ready to use | Nothing |
| Expired | Access ended and the provider refused to renew it | Send them their link. They open it, confirm it's them with their passkey, and press Reconnect |
Permissions decide Connected
When a client signs in, the provider tells us which permissions they approved. A service is Connected only if every permission it needs is on that list.
Google lets clients deselect single permissions, so one sign-in can leave Sheets Connected and Gmail Waiting. See Permissions.
Last used and reconnecting
Last used
Every call stamps the connection. You see “Used 2 hours ago” or “Not used yet” on the client and the Connections board; your client sees it as “Last used”.
Reconnecting
New access replaces the old connection and the status goes back to Connected. Your workflows keep calling the same client and service, unchanged.