Integrations Web app

Shows which connection is in use and what data is being shared.

8 checks · 3 content groups

Checklist contents

Review progress

Information and structure

Compare information and presentation in context of use.

State the effect of each connectionShows the name, description, and compatibility of each integration.Explain access permissions before sending the user to the permissions screen.Example Connecting a calendar requires “Read selected calendar”, not just saying “Connect”.Search according to your needsUse search or topic grouping when the number of integrations is large.Search by tool name and function; Once connected, filter the part you're using so you don't have to search through the entire directory again.Distinguish between connections and errorsIf it is active, needs to re-authenticate, is synchronizing or not connected.Authentication errors and synchronization errors need different labels because of different fixes; one colored dot is not enough to explain the status.Indicates the data being accessedDescribes read and write scopes, associated accounts, and how to change them.If the account and workspace are actually connected; Users can have multiple accounts of the same tool.

Actions and status

Try the operation, change the status and continue working.

There are clear connection and disconnection stepsResponds to the results and explains the data or tasks affected by the interrupt.Before interrupt, list the task to stop and the data to keep; Confirm the results after the supplier accepts the change.Retrieve synchronization timesDisplays the time, results and handling instructions when an error occurs.There is a proposed new connectionIf appropriateIf the tool you need is not yet supported, send a request with clear expectations.Indicate that the request has been acknowledged and avoid promising a support date without a plan; Group similar requests for easy tracking.

Complete the experience

Check for details that are easy to miss when putting the design into use.

Provide configuration for each integrationFrom the integration directory, open details for choosing data, sync direction, schedules, and conflict handling rules where supported.Show current settings before editing; Changing the synchronization scope should state whether to reprocess old data or only affect the new run.

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GUIDANCE

How to review

State the effect of each connection

Explain access permissions before sending the user to the permissions screen.

EXAMPLES

Usage examples

State the effect of each connection

Connecting a calendar requires “Read selected calendar”, not just saying “Connect”.

Integrations Web app

Information and structure

Actions and status

Complete the experience

How to review

State the effect of each connection

Usage examples

State the effect of each connection

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