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Connectors let you authorize DocPipe to interact with external services on your behalf. Once a connector is set up, pipeline nodes such as the HTTP action can use it to make authenticated requests without exposing credentials in the pipeline configuration.

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Connector catalog

The connector catalog lists all available integration types. Open Settings and select Connectors, then click New Connector to browse the catalog and choose a service to connect.

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Creating a connector

  1. Click New Connector
  2. Select a connector type from the catalog
  3. Click Authorize to start the OAuth flow for that service
  4. Sign in to the external service and grant the requested permissions
  5. You are redirected back to DocPipe when authorization completes
Once authorized, the connector appears in your connectors list and is available for use in pipelines.

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Managing connectors

From the connectors list you can:
  • Test: verify the connector is still authorized and the connection is healthy
  • Rotate: refresh the credentials for a connector without re-authorizing from scratch
  • Disconnect: revoke DocPipe’s access to the external service while keeping the connector entry
  • Delete: permanently remove the connector
Deleting a connector that is referenced in an active pipeline will cause those pipeline steps to fail. Update any affected pipelines before deleting.

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Permissions

Managing connectors requires the Account.Connector permission. See roles and permissions for details.