Automation and integrations with business context

Use available connectors and public APIs to connect external services. Configure field mappings, schedules, and workflow behavior for the services your company uses.

External data freshness depends on each connection and its sync schedule. A scheduled sync should not be treated as an instant update.

Integration Builder supports configured actions and workflow execution. Test the supported path and inspect operational logs when reviewing results or investigating a failure.

Agentic workflows combine persistent AI instructions, company context, and supported operations. Business AI Agents can use supported Integration Builder actions within the company’s current authorization.

An Agent does not create a new connector or gain access to every external system simply because it has instructions. Configure the required connections and permissions first.