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Use connected applications in workflows

Connected applications add provider-specific blocks and actions to the workflow builder. Use them to read business data, create or update records, send approved messages, and connect Odella processes with other systems. A connected application has two separate concerns:
  1. Workspace connection — authenticates Odella to the application.
  2. Workflow use — adds and configures an application block in a specific process.

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Before adding an application block

Confirm that:
  • The application is connected to the correct organizational account.
  • Granted permissions match the intended process.
  • The workflow owner is authorized to use the data and action.
  • Approval is required before sensitive writes, sends, or destructive actions.
See Integrations for workspace connection guidance.

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Add an application block

1

Open the block library

On the workflow canvas, open the Add menu and find the connected application.
2

Choose an operation

Select the specific read or action block required by the process.
3

Configure inputs

Connect validated values from earlier blocks. Do not place credentials directly in workflow text or code.
4

Handle the response

Connect success output to the next step and define what should happen when the application returns an error or incomplete data.
5

Test safely

Begin with a sandbox, test record, draft action, or read-only operation where the provider supports it.

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Read and write operations

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Connection changes

If an account is disconnected, expires, or loses permission, dependent workflows can fail. Document the connection owner and test affected workflows after reconnecting or changing credentials.

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Production checklist

  • Correct application account connected
  • Minimum required permission granted
  • Test data removed or clearly separated
  • Input validation configured
  • Duplicate prevention considered
  • Error and retry behavior understood
  • Human approval present where required
  • Logs do not expose secrets or sensitive values
A successful connection does not make every operation appropriate. Apply your organization’s authorization, data-handling, and review requirements to each workflow step.