Connect an app account
A connection is one authorised account for one app, shared by every flow that uses it. Six steps to add one, plus what each of the seven apps asks you to pick during setup.
<h2>What a connection is</h2><p>A connection is one authorised account for one app. Flows borrow connections rather than owning them, so five flows can share a single Slack workspace, and reconnecting that workspace once fixes all five at the same time.</p><p>Connections belong to the workspace, not to the person who created them. That matters when somebody leaves: the flows keep running, but the underlying account may not, which is why a shared mailbox beats a personal one for anything that has to survive a resignation.</p><h2>Add a connection</h2><ol><li><strong>Open Settings, then Connections.</strong> The list shows each account, the app it belongs to, its health and the number of flows using it.</li><li><strong>Click Add connection and choose the app.</strong> All seven appear, with the ones you already use pushed to the top of the list.</li><li><strong>Sign in on the app's own screen.</strong> Syncline sends you to the provider. You type your password there, never here, and we do not see it at any point.</li><li><strong>Pick the scope of access.</strong> This is the step worth slowing down for. Notion asks which pages and databases to share, Airtable asks which bases, Trello asks which boards, Slack asks which workspace.</li><li><strong>Approve and come back.</strong> The provider returns you to Syncline with a token. We store it encrypted and show you only the account name from then on.</li><li><strong>Name the connection and run the check.</strong> Give it a name a colleague would recognise, such as <em>Support inbox</em> rather than <em>Gmail 2</em>, then click <em>Test connection</em>. We read one record and show you what came back.</li></ol><blockquote><p>Note: for Stripe and HubSpot, connect the test or sandbox account first. Build the flow against it, watch a few records go through, and only then add the live connection and switch the flow over. The mapping stays identical.</p></blockquote><h2>What each app asks you to pick</h2><table><thead><tr><th>App</th><th>Method</th><th>What you choose during setup</th></tr></thead><tbody><tr><td>Notion</td><td>OAuth 2.0</td><td>The specific pages and databases to share</td></tr><tr><td>Slack</td><td>OAuth 2.0</td><td>The workspace, then the channels per flow</td></tr><tr><td>Gmail</td><td>OAuth 2.0</td><td>The mailbox, then a search string per flow</td></tr><tr><td>HubSpot</td><td>OAuth 2.0</td><td>The portal, sandbox or production</td></tr><tr><td>Airtable</td><td>OAuth 2.0 or a personal token</td><td>The bases Syncline may read</td></tr><tr><td>Trello</td><td>OAuth 1.0a</td><td>The boards your account can already see</td></tr><tr><td>Stripe</td><td>Stripe Connect, restricted key</td><td>Test or live mode</td></tr></tbody></table><h3>Two accounts for the same app</h3><p>Adding a second account for an app you already connected is the normal case, not an edge case. Agencies run one Trello connection per client, and support teams keep the sales mailbox separate from the support one. Name them so nobody has to open both to find out which is which, because the flow builder shows only the name you typed.</p>
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