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Managing Connectors

Connectors allow Connect Machine to communicate with your external services.

What are Connectors?

Connectors are integrations with external services that:

  • Handle authentication
  • Format data appropriately
  • Manage API calls
  • Handle errors and retries

Available Connectors

Connect Machine supports connectors for:

  • Email: Gmail, Outlook, custom SMTP
  • CRM: Salesforce, HubSpot, Pipedrive
  • Productivity: Slack, Microsoft Teams, Asana
  • Database: PostgreSQL, MySQL, MongoDB
  • Cloud: Google Drive, Dropbox, AWS S3
  • Payment: Stripe, PayPal
  • Webhooks: Generic HTTP webhooks

And many more...

Connecting a Service

Step 1: Add Connector

  1. Go to Settings → Connectors
  2. Click "Add Connector"
  3. Search for your service
  4. Click "Connect"

Step 2: Authenticate

Different connectors require different authentication:

  • OAuth: Redirects to the service to authorize
  • API Key: Paste your API key from the service
  • Username/Password: Enter credentials
  • Custom: Other authentication methods

Step 3: Grant Permissions

Grant the specific permissions needed for your workflows.

Step 4: Test Connection

Click "Test Connection" to verify it works.

Managing Connections

Viewing Connections

  1. Go to Settings → Connectors
  2. See all connected services
  3. View details and last used date

Updating Connections

  1. Click the connector
  2. Update permissions or settings
  3. Reauthorize if needed
  4. Click "Save"

Disconnecting

  1. Click the connector
  2. Click "Disconnect"
  3. Confirm removal

Troubleshooting Connections

Connection Failed

  • Check username/password
  • Verify API key is valid
  • Check service status page
  • Review error logs

Permission Denied

  • Reauthorize with proper permissions
  • Check service account permissions
  • Contact your service administrator

Connection Timeout

  • Check internet connection
  • Verify service is responding
  • Try reconnecting

Security Best Practices

  • Store API keys securely
  • Use minimal required permissions
  • Monitor connection usage
  • Disconnect unused connectors
  • Rotate credentials regularly
  • Use OAuth when available