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.

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

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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