Integration setup wizard, configure integrations in minutes
Setting up integrations is now made easier by a guided setup wizard. Instead of filling in fields manually, the wizard walks you through the configuration step by step, including hints on where to find the credentials you need.
How the wizard works
Section titled “How the wizard works”When you set up a new integration, the wizard opens automatically. It guides you through the following steps:
- Pick a template: Choose the service you want to connect (e.g. Jira, HubSpot, Lexware Office)
- Enter credentials: For each field the wizard explains where to find the value (e.g. “You can find the API key under Settings → API → Create key”)
- Test the connection: An automatic test checks that the connection works
- Activate: The integration is immediately ready to use
Why a wizard?
Section titled “Why a wizard?”Until now, setting up integrations was a manual process that required technical background. Many users did not know where to find API keys or which URL to enter. The wizard answers these questions right inside the form.
For existing integrations
Section titled “For existing integrations”The wizard is available for new integrations. You can continue to manage and edit existing integrations under Settings → Integrations.
Learn more in our documentation under Set up & configure a tool.