/docs/settings/integrations
Settings — integrations
Turn third-party connections on only when you are ready to operate them.
Purpose
The integrations screen centralizes secrets, OAuth, and status chips — green when live, amber when missing, never fake “connected.”
Setup workflow
- Open Settings → Integrations.
- Pick integration — read inline honesty note (what works without keys).
- Paste API key / OAuth — save; status chip updates.
- Run test action (test email, test SMS, sample Carfax VIN).
- Document who owns rotation when staff leaves.
Integrations map
| Integration | Enables | Marketing doc |
|---|---|---|
| Resend | Email nurture, invoice send | Email & Meta |
| Twilio | SMS, after-hours AI | SMS |
| Stripe | Deposits, invoice pay | Payments |
| Carfax | Report attach | Carfax |
| Meta | Social publishing | Social |
| Feeds | Kijiji pack, AutoTrader | Integrations overview |
Permissions
- Admin — view/edit secrets.
- Manager — view status only (recommended split).
- Never share screen with secrets visible in training recordings.
Troubleshooting
See Integration troubleshooting.