Connectors overview

Understand connector definitions, installations, the Connector Catalog, and shared connector access.

PrerequisitesCore concepts

Writing integration code repeatedly means reading API docs, handling auth, defining types, managing rate limits, and updating when APIs change. Connectors treat external systems as reusable building blocks.

Benefits

  • Standardization: A "Send Email" action feels consistent across providers.
  • Less boilerplate: Auth headers, retries, and error parsing are handled by the connector.
  • Type safety: Built-in schemas give the workflow builder required inputs, optional fields, and expected outputs.

Connector Catalog vs Shared Connectors

1. Connector Catalog

The Connector Catalog is the public catalog of connector definitions.

  • Purpose: Discovery and installation.
  • Action: Search for "Salesforce", install it, then provide API credentials.
  • Analogy: Installing a package from a registry.
2. Shared Connectors

Shared Connectors let teams share configured, authenticated capability without exposing secrets.

  • The problem: Central IT owns database credentials; a contractor needs to build a workflow using that database without receiving the password.
  • The solution:
    1. IT Admin installs the "Postgres" connector and configures the connection string securely.
    2. IT Admin publishes this configured installation to Shared Connectors.
    3. Contractor browses Shared Connectors, sees "IT's Production DB", and requests access.
    4. Once approved, the contractor can use that connector in workflows.
  • Security: The contractor can execute allowed actions but never sees credentials.
  • Browse and share: Cross-team or cross-organization collaboration without credential sprawl.

Configuration scope

Connectors are configured at the Project Level.

  • Global config: Set credentials once (e.g., "My Production Database").
  • Reuse: Use that connection across many workflows in the same project.
  • Overrides: Advanced users can override configuration per step when needed.

Integration into any system

  • Known SaaS: Slack, Salesforce, HubSpot, Airtable—install from the Catalog, add credentials, use in workflows.
  • Payment providers: Stripe, Flutterwave, Razorpay—connector or Call API for custom endpoints.
  • Legacy systems: Old ERP, on-prem database—SQL connector or Call API with basic auth or custom headers.
  • Internal tools: Your own backend and microservices—HTTP trigger receives; Call API sends out.
  • Unknown third-party: Vendor or partner APIs—Call API with method, URL, headers, body.
  • Webhooks from anywhere: Form submissions, IoT devices—HTTP trigger accepts POST/GET; validate and route.
  • Proprietary APIs: Industry-specific platforms—Call API with env vars for base URL and secrets.

No connector for a system? Use Call API. Cliodot does not require a pre-built connector for every integration.

Common use cases

  • Secure third-party development: Allow an agency to build on your internal API without issuing them a raw API key.
  • Legacy modernization: SQL connector to an older database plus an AI connector to summarize data.
  • Vendor swapping: Swap a connector node when providers change; keep the workflow structure.
  • Rapid prototyping: Start with Google Sheets, then move to Postgres for production.