Integrations

Integrations Control Plane

Configure, secure, test, and monitor third-party and internal connections used by workflow actions.

Audience: Integration admins and platform engineersRead Time: 10 minUpdated: May 2026

Connection lifecycle

Create a named connection per provider and environment to avoid cross-tenant confusion.
Store auth mode, base URL, timeout, and header/body templates in one connection profile.
Use separate sandbox and production credentials so testing never affects live data.

Use token rotation windows and test connection health before switching active credentials.
Restrict scopes to minimum required API permissions for each provider integration.
Set conservative timeout and retry behavior for latency-sensitive user journeys.

Bind API nodes to connections by stable connection IDs, not ad-hoc inline credentials.
Map API response fields to variables with null-safe fallback values.
Add explicit error branches for provider outages, auth failures, and 4xx business rejects.

Apply this guide in your workspace and keep notes for your team in one shared SOP so onboarding and support remain consistent.

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