Who it’s for: Administrators
Platform: Sense Automate
Available on: Elite and Enterprise plans.
Before you begin
Make sure you:
☑️ Have administrator access to Sense Automate
☑️ Know which external service you want to connect
☑️ Have the credentials required by the third-party provider, such as API keys, client IDs, client secrets, or authentication tokens. 
🖊️ Note: The exact credentials and authorisation method vary by connector and are provided by the external system you are connecting to.
🖊️ Note: Adding and authorising a connector does not grant every possible action automatically. Workflows can only perform actions that the third-party system allows through that account, app registration, or permission scope.
Overview
Use this process to add and authorise a service connector in Sense Automate. Once authorised, the connector becomes available for use in workflows across the wider Sense Workplace ecosystem.
Adding the connector creates the authorised connection. The workflow that uses it and third-party configuration controls when it runs and what it tries to do.
Navigation path
Add and authorise a service connector
Step 1. Open service connectors
Open Sense Automate
Select Service Connectors from the left-hand navigation menu.
Step 2. Start a new connector
Click Add to open the list of available service connectors.
Select the connector you want to add from the available list.
Click Add
💡 Tip: Connectors are shown by their third-party service name, so it is usually quickest to use the search box to find the provider you want.
Step 3. Name the connector
Enter a Name for the connector.
You can use the third-party name, follow your internal naming convention, or combine both. For example, you might use a name such as Microsoft – HR + Outlook. 
💡 Tip: Use a name that makes the connector’s purpose clear
Step 4. Enter the authorisation details
Enter the credentials required to authorise the connection. These are provided by the third-party system and may include items such as API keys, client IDs, client secrets, or authentication tokens. 
🖊️ Note: Do not assume every connector uses the same fields or setup method. Always use the credential values and configuration guidance supplied by the external provider. 
5. Add the connector
Click Add to complete the setup. Sense Automate validates the credentials and, if authorisation is successful, adds the service connector to your available connections. 
What happens next
After the connector has been added, it becomes available for use in Sense Automate > Workflows. The workflow controls when the connector is used, what action is attempted, and what data is sent or received. Service connector workflows can then be monitored, edited, deployed, or undeployed in the same way as other workflow types. 
🖊️ Note: Adding a connector does not fully configure the integration on its own. The workflow controls when the connection is used, but the third-party system still controls what that connection is allowed to do. If the required permissions, scopes, endpoint access, or app settings are not configured in the external platform, related workflow actions can fail even when the connector is authorised.
If the connector does not authorise
If the connector is not added successfully:
Check that the credentials are still valid.
Confirm that external access or permissions have not changed.
Ask your IT team or provider whether API access has changed.
Re-authorise the connector if needed. 
If the connector authorises successfully but a later workflow step fails, check both the workflow configuration and the permissions available in the third-party system.