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  1. Home
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  3. ERP•AI guide
  4. Connections (integrations)

Connections (integrations)

Connections store the credentials that workflows and services use to talk to other software, such as Slack, Gmail, HubSpot, Stripe, AWS, or your own databases. You set a connection up once and then reuse it in any workflow node.

ERP•AI guide 2 min read Article 2 of 3 in App settings

On this page

  1. Open Connections
  2. What you’ll see
  3. Email (SMTP)
  4. Add a connection
  5. Tips

App settings

  1. App settings: General, Theme, Currency, Storage
  2. Connections (integrations)
  3. App access and app roles/permissions

Open Connections

  • App menu → App Settings → Connections, or
  • The key icon on the Workflows page, or
  • Manage Connections inside a workflow node

What you’ll see

  • A list of more than 140 integrations, each showing whether it’s Connected or Not connected (and how many authentication methods it supports, for example Airtable: 3 methods).
  • Search integrations…
  • Category filters: AI, CRM, ERP, IT, Communication, Custom, Developer, Finance, Other, Productivity, Trigger

Examples: ActiveCampaign, Agile CRM, Airtable, AMQP, Asana, Autotask, AWS, Baserow, Bitbucket, Bitly, Box, Brevo, Cal.com, Calendly, Chargebee, CircleCI, ClickUp, Clockify, Cloudflare, Coda, CoinGecko, and many more.

App Settings › Connections
App Settings › Connections

Email (SMTP)

Workflows send email through an SMTP connection that you set up. You’ll need these details from your email provider: the SMTP server (host), port, username, and password (many providers, including Gmail and Outlook, require an app password rather than your normal one). Add it like any other connection below, then pick it in the workflow’s Email node. See the example in Build your first workflow.

Add a connection

  1. Find the integration (search or filter).
  2. Click it and choose an authentication method, such as an API key or OAuth sign-in.
  3. Enter the details the service asks for, or sign in with your account.
  4. Save. The integration now shows as connected, and you can select it under Credentials in workflow nodes.

Tips

  • Use a dedicated service account in the other system where you can, so the automation keeps working if someone leaves the company.
  • If a workflow step starts failing with authentication errors, reconnect it here.
  • Who can manage connections is controlled by the Connections permission in app roles.
PreviousApp settings: General, Theme, Currency, Storage Next App access and app roles/permissions

Related articles

Nodes reference Nodes are the steps of a workflow. Add one by clicking + after an existing node, then search or browse by category in the Add node panel.Triggers reference A trigger is the first node of every workflow. It decides when the workflow runs.

Get help from the team.

In ERP•AI, open the organization or app menu and choose Report an issue. For deployment, billing or contract questions, write to the team.

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