Ergoly Docs · Workers

Connections

How a worker uses the tools it has been given. The tools themselves are set up under Work.

A worker uses whatever connections reach it: apps your company has connected and placed with the company, with this worker, with a client, or with this worker for one client. The worker's Connections tab lists the apps that reach it in the chosen context, and nothing else.

It never holds a password or a key. It calls the app by name, and Ergoly supplies the credential on the way out. Connect and place apps on the company's Connections page; the worker's tab is a view of the result.

From Slack

A worker can also ask for a connection itself, within its own reach. For an app that signs in, it posts a link anyone in the conversation can open; for an app that takes a key, you paste the key in the thread and it goes straight to the vault, never echoed back. A client's copy can place a connection only with itself for that client, or with that client.

Your agency
# acme-internal
Sam09:14

@Nora you'll need Acme's HubSpot for this.

NoraAPP09:15

I'll connect HubSpot for Acme only. Here's the sign-in link; it works for a few minutes. Once someone signs in, I can read Acme's pipeline.

Connect HubSpot to Nora for Acme

  • · Opens a sign-in in a new tab
  • · Placed with: Nora for Acme