Configure integrations and routing
Connect external services deliberately and keep credentials, endpoints, and test traffic under control.
Guide typeStep by step
Estimated time2 minutes
Best forAutomation
Open Integrations for supported external services and routing settings.
Safe connection process
- Create a dedicated business account or application when the provider supports it.
- Choose sandbox or production deliberately.
- Enter only the permissions and credentials the integration requires.
- Run the smallest available connection test.
- Confirm the destination account, number, location, or endpoint.
- Document who owns the connection and how credentials will be rotated.
Secrets: password fields, API tokens, application secrets, and webhook signing keys must be redacted from screenshots and support messages.