Manage connected tools
Before connecting a tool to a Stream, an Integration with the tool must exist.
Connecting a Stream to a component in a tool offers the following features:
Requests post as tasks in the connected tool component and relevant fields are populated.
Changes made to Request fields are reflected in each connected tool component.
Conflicts in the
Status
,Due date
, andAssignee
fields due to changes made in tools are resolved in the private team channel for the Stream.Thread replies on the Request messages are posted as comments on the tasks in connected tool components.
This includes uploaded files and edits made to thread replies.
Each Stream can have one connection to each integrated tool.
The point of connection for a Stream in a tool is referred to as an integration component.
e.g. Projects in Asana or Sheets in Smartsheet
Choose a tool from the menu in the modal to begin the setup process.
Learn about the connection options for specific tools using the links below.
Last updated