A practical workflow
- Check the public integration directory for current availability labels.
- Confirm that your organization has the necessary provider account, permissions and agreement.
- Ask an authorized administrator to configure credentials or OAuth inside the application.
- Test the specific workflow you need before using it for production records.
- For custom APIs, webhooks or unsupported providers, contact the StaffFlow team to agree the scope.
Exact screens and actions depend on your role, workspace configuration and connected services. Use the interactive tour for sample data, or contact us to discuss your organization’s setup.