Connect external systems to a workspace.
Use remote functions for API calls, hooks for record-level events, and automations for scheduled synchronization. Workspace policies still apply when apps or agents use those integrations.
Define typed server queries and commands for external APIs and multi-record work.
Run validation or side effects when a collection record changes.
Run recurring imports, exports, reconciliations, and notifications on a schedule.
Let approved users work through web chat, WhatsApp, or Telegram under workspace policies.
When there is no native connector
Call the system through a typed remote function when it has an API. Use a scheduled automation for recurring imports or exports. If neither is possible, map the remaining manual handoff before deciding whether browser automation is appropriate.