Manage connected tools

After setting up an Integration with a tool, you can connect one or more Streams to that tool.

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, and Assignee 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.

To connect a tool to a Stream, select 🔌Manage connected tools from the overflow menu () in the Streams section of the app home.

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.

Asana

Smartsheet