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Request A Client Integration

Use this page when the client needs to connect or authorize an integration.

Open Client Integration Settings

Use Request Client when the client needs to complete the connection. Use Connect when you can connect directly from Wesley.

Client integrations settings with Request Client, Connect, and unavailable integrations marked
Client integrations settings with Request Client, Connect, and unavailable integrations marked

Send The Request

When a provider requires client action, click Request Client and send the client the connection request.

Request client integration dialog
Request client integration dialog

Check Before You Leave

The client should have a clear next step, and the integration card should make the source state obvious: connected, request pending, available, or coming soon.

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