Connections

Manage your connections with third-party services to enhance your experience by allowing seamless access and integration of your data.

What are Connections?

Connections in Refly allow you to link your account with various third-party services using OAuth. This secure authorization framework lets you grant Refly permission to access your data on these services without sharing your password. By establishing these connections, Refly can access and interact with your data on your behalf, enabling enhanced features and integrations.

Why Use Connections?

Streamlined Workflows:

Automatically pull in data from your connected services to streamline your workflows and reduce manual effort.

Enhanced Features:

Unlock advanced features and functionalities that rely on data from third-party services.

Centralized Management:

Manage and monitor all your connected services in one place, ensuring you have control over your integrations.

Available connections

We currently offer 4 connections to make integrating with our platform seamless. Below are the available connections:

Google

Connect Google services with OAuth (e.g., Drive, Sheets, Docs) to power automations and data access.

View

Shopify

Connect your Shopify store to enable commerce-related workflows using shop data.

View

Microsoft

Connect Microsoft services with OAuth to enable workflows across Microsoft data and files.

View

Klaviyo

Connect Klaviyo to enable marketing workflows using your audiences and events.

View

How to Set Up Connections

Setting up a connection with a third-party service is simple and secure. Follow these steps to connect your Refly account with services like Google:

Go to your assistant settings and select "Connections."

Choose a Service

Select the third-party service you want to connect with, such as Google Spreadsheets.

Authorize Access

You will be redirected to the service's OAuth authorization page. Log in with your credentials for the third-party service. Grant Refly the necessary permissions to access your data.

Confirmation

Once authorized, you will be redirected back to Refly. If the connection was succesfull, you will be able to manage and disconnect the service.

Managing Your Connections

You can view and manage all your connected services from the Connections page.

Here, you can:

  • View Connected Services: See a list of all services you have connected to your Refly account.
  • Revoke Access: If you no longer wish to allow Refly to access a particular service, you can revoke the connection at any time by clicking on "disconnect".

If access is revoked, Refly will lose its connection to that provider for this email address immediately.

  • Update Permissions: Modify the permissions granted to Refly if the third-party service allows it.

Security and Privacy

Your security and privacy are paramount. When you connect to third-party services, Refly uses OAuth, a secure authorization framework, to ensure that your credentials are never shared with us. Only the permissions you explicitly grant are used, and you can revoke access at any time.

Troubleshooting Connections

If you encounter any issues while setting up or managing your connections, you can:

Check Permissions: Ensure that you have granted all necessary permissions during the authorization process. Review OAuth Settings: Verify that your OAuth settings on the third-party service are configured correctly. Contact Support: Reach out to our support team for assistance with any connection-related issues. By leveraging Connections, you can maximize the potential of Refly by integrating it seamlessly with your preferred third-party services, making your workflow more efficient and productive.