The Links page is where you create and manage Links: collections of one or more data sources that you want to run specific Jobs on. For example:
  • One Link might connect to healthcare portals to submit disability forms
  • Another might connect to e-commerce platforms to read product trends and pricing

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First Time Use

If no Links exist, you’ll see a prompt to create your first one. Empty Links Dashboard
Once you’ve created your first Link:
  • It will appear in the list
  • You can filter them via the search bar
  • You can create new Links any time via the “New Link” button
Clicking “New Link” opens a library of available Link templates. Link Details Library

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Selecting Sources and Jobs

  • Choose Links based on the goal and target sources
  • It’s okay to select more sources than needed, you can control what is shown in the Widget
  • Clicking on a Link shows supported sources and their Jobs
Link Integration Preview Example:
  • Sources: Engie, Enel
  • Jobs: EnsureConnection, AddPaymentMethod, FetchPaymentMethods, MakePayment, CloseConnection
You must always begin with EnsureConnection and end with CloseConnection, but you can insert any Jobs you need in between.
Once you’re satisfied:
  1. Click “Create Link”
  2. The Link is copied to your Links page
  3. Click on any Job of any Link to access integration code for each Job
Setup Webhook in Jobs Preview