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Integrations Overview

Integrations connect XY to the systems your team already uses. In practice, they help workflows pull in data, send updates, access inboxes, or work from trusted document sources.

What an integration does​

An integration gives a workflow access to another system so it can do useful work there.

Examples include:

  • reading or sending email
  • syncing files from cloud storage
  • working with supported business systems

Connected vs. browser-based work​

Not every system needs a native integration.

  • Use a native integration when the system is supported directly in XY.
  • Use the Browser Agent when the work happens mainly through a website or portal.

Many customers use both.

Common integration categories​

Storage​

Storage integrations such as Google Drive and OneDrive help teams use shared files and folders inside XY.

Email​

Email integrations such as Gmail and Outlook support inbox- and attachment-driven workflows.

Business systems​

Supported EHR, practice-management, and other business-system connections can be used directly inside workflows where appropriate.

Typical setup flow​

  1. Open Integrations in the XY Web App.
  2. Find the system you want to connect.
  3. Complete the connection flow.
  4. Confirm the integration appears under your connected integrations.
  5. Use it inside a workflow.

Best practices​

  • Start with the systems your most important workflow depends on.
  • Connect storage early if your team works heavily from shared files.
  • Use the least access needed for the workflow.
  • Revisit connected systems as your automations evolve.

Next steps​