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Connectors bring records, files, and events from external systems into Flowglad. They give agents and teams a consistent way to work with client data across ledgers, payroll, banking, email, spreadsheets, practice-management tools, and browser-accessed applications. Connectors is the account-level catalog of supported providers and access products. A Connection is one configured provider instance that can be exposed to Spaces and used by their chats, Pages, and Automations. To configure one, see Connections.

Connector responsibilities

A connector can provide:
  • Authorization and connection lifecycle management
  • Provider-specific reads and writes
  • Identity and scope information for the connected account
  • Normalized records and events for search, analysis, and automations

Source-grounded work

Connector data remains tied to its source. When Flowglad uses a connected record in analysis or an action proposal, reviewers should be able to understand which system supplied the evidence.

Connection lifecycle

Authorization and connection availability are separate concerns. Revoking an authorization can make its connections unavailable while preserving their configuration and space exposure, so reconnecting can restore access without rebuilding the workspace setup. Use the current Browse catalog under organization menuConnectors as the source of truth for supported providers. A provider absent from Browse has no self-serve native Connector; Connections explains the bounded browser-access and file-based alternatives.