Find the application
Open Integrations and search for the application you want. Choose a supported connection method. A catalog entry describes a possible integration; connection readiness and the provider's own authorization rules determine whether you can use it.
Authorize the correct account
Follow the provider's authorization flow or enter credentials in the secure connection form. Read the requested permissions. Never paste credentials into chat, a shared document, or a support email.
Check access and tool modes
Name the connection so teammates can distinguish accounts. Review its scope and permission modes. A personal account and a shared team account may have different readers even when they connect to the same provider.
Test a read before a write
Ask for a small read you can verify, such as listing a known project or reading an agreed date range. If that works, try a draft for the next action. Repair an expired connection through Integrations rather than repeating a failed task.
Open the relevant screen
Use Connect your tools in the active workspace. Sign in if needed. Check the workspace name before changing shared settings, connections, or billing.
If a control is unavailable, ask the workspace administrator or contact support. Include the screen, the action you tried, and the approximate time. Keep credentials and private customer material out of the request.