Our connection flow allows your customers to configure and validate their credentials so we can sync data. For deeper integrations, additional configuration steps are often required, such as mapping custom fields not covered by our model or specifying filters to limit shared data. These setup steps can now be offered in a self-serve manner to your customers via our Setup Flow.
In the form where you create the connection link, scroll to the bottom to find the Setup Flow options.
Toggle on the specific steps of the Setup Flow you wish to enable.
Alternatively, you can enable filtering by providing the enable_filtering parameter in the Create Connection Link endpoint. Note that field mapping is not yet available via API; it will be available once it exits BETA.
We plan to add more steps to the self-serve flow in the future. If you have any feedback or feature requests, please let us know.Currently, we are working on the following steps:
SFTP Validation
Remote Webhook Setup
Verification Step: Display the exact data that will be shared.
Action Test Step: Allow users to send a sample application to one of their jobs to validate the setup.
Source Setup Step
Possibly moving our Permission Tests into the Setup Flow.