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Design automations that act across client systems. Connect toolkits, define workflows, and decide how they start.

What to cover

Integrator checklist

  • Confirm required connectors are Connected before building steps.
  • Keep workflows in Draft/Pilot with approvals on until the client signs off.
  • Use manual runs to validate outputs before enabling triggers.
  • For sensitive flows, keep Pilot mode even after launch to retain approvals.
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