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<h1 class="text-2xl font-bold text-theme-12">Connect your tools to Orbit</h1>
<p class="text-theme-7 mt-1 text-sm">Last updated May 10, 2026</p>
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<p>You'll need an Orbit account on the Pro plan or above. Integrations are not available on the free tier.</p>
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<h2>Overview</h2>
<p>Orbit's integration system lets you connect third-party tools so that data flows automatically between your workspace and the services your team already uses. Once connected, integrations run in the background — no manual exports or copy-paste required.</p>
<h2>Step 1: Open integrations</h2>
<p>Navigate to <strong>Settings → Integrations</strong>. You'll see a catalogue of all available connectors organised by category.</p>
<h2>Step 2: Choose a connector</h2>
<p>Click on the connector you want to set up. Each connector page shows:</p>
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<li>What data is synced and in which direction</li>
<li>Any required permissions or scopes</li>
<li>Estimated sync frequency</li>
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<h2>Step 3: Authorise access</h2>
<p>Click <strong>Connect</strong> and you'll be redirected to the third-party service to authorise Orbit's access. Once you approve, you'll be returned to Orbit with the connector active.</p>
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<p>Orbit only requests the minimum permissions needed for each integration. You can review and revoke access at any time from the Integrations page.</p>
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<h2>Step 4: Configure sync settings</h2>
<p>After connecting, you can fine-tune which projects, users, or data types are included in the sync. Most connectors also let you set a sync schedule — from real-time webhooks to daily batches.</p>
<h2>Troubleshooting</h2>
<p>If a connector shows an error badge, it typically means the authorisation token has expired or the third-party service changed its permissions model. Click <strong>Reconnect</strong> to re-authorise.</p>
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<h3 class="text-sm font-semibold text-theme-11 mb-3">Related articles</h3>
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Managing integration permissions
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Sync frequency and webhooks explained
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Disconnecting and reconnecting an integration
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Troubleshoot a failed sync
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Overview
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<a href="#" class="block py-1 pl-2 border-l-2 border-transparent text-theme-7 hover:text-theme-11 hover:border-theme-5">
Step 1: Open integrations
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Step 2: Choose a connector
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Step 3: Authorise access
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Step 4: Configure sync
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Troubleshooting
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<svg xmlns="http://www.w3.org/2000/svg" class="Midwest-Icon__Svg" viewbox="0 0 512 512" focusable="false" aria-hidden="true"><path d="M424 80H88a56.06 56.06 0 00-56 56v240a56.06 56.06 0 0056 56h336a56.06 56.06 0 0056-56V136a56.06 56.06 0 00-56-56zm-14.18 92.63l-144 112a16 16 0 01-19.64 0l-144-112a16 16 0 1119.64-25.26L256 251.73l134.18-104.36a16 16 0 0119.64 25.26z"></path></svg>
</div>
</div>
Email support</span>
<div class="midwest-loading-icon" role="img" aria-label="Loading" aria-hidden="true" style="display: none">
<div class="midwest-loading-icon-inner">
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<div class="bg-theme-9 text-white">
<div class="max-w-5xl mx-auto px-6 py-6 flex flex-col sm:flex-row sm:items-center sm:justify-between gap-3">
<div class="flex items-center gap-2">
<%= midwest_icon :'help-circle', class: "text-white text-2xl" %>
<span class="font-bold text-white text-lg">Orbit Help Center</span>
</div>
<div class="flex-1 max-w-sm">
<%= midwest_form_input(name: 'search', type: :search, placeholder: 'Search the docs…') %>
</div>
<%= midwest_button("Contact support", size: :small, class: "bg-white text-theme-9 hover:bg-theme-1 font-medium flex-shrink-0") %>
</div>
</div>
<%= midwest_layout(type: :'supporting-content', size: :lg, gap: 4) do %>
<%# ---- Main article content ---- %>
<article class="min-w-0">
<%= midwest_breadcrumbs(
{ title: "Help Center", path: "#" },
{ title: "Getting Started", path: "#" },
{ title: "Connect your tools", path: "#" }
) %>
<header class="mt-4 mb-6">
<div class="flex items-center gap-2 mb-2">
<%= midwest_badge("Getting Started") %>
<%= midwest_badge("5 min read", variant: :outline) %>
</div>
<h1 class="text-2xl font-bold text-theme-12">Connect your tools to Orbit</h1>
<p class="text-theme-7 mt-1 text-sm">Last updated May 10, 2026</p>
</header>
<%# Callout: pre-requisite %>
<%= midwest_callout(state: :info, title: "Before you begin") do %>
<%= midwest_prose do %>
<p>You'll need an Orbit account on the Pro plan or above. Integrations are not available on the free tier.</p>
<% end %>
<% end %>
<%= midwest_prose do %>
<h2>Overview</h2>
<p>Orbit's integration system lets you connect third-party tools so that data flows automatically between your workspace and the services your team already uses. Once connected, integrations run in the background — no manual exports or copy-paste required.</p>
<h2>Step 1: Open integrations</h2>
<p>Navigate to <strong>Settings → Integrations</strong>. You'll see a catalogue of all available connectors organised by category.</p>
<h2>Step 2: Choose a connector</h2>
<p>Click on the connector you want to set up. Each connector page shows:</p>
<ul>
<li>What data is synced and in which direction</li>
<li>Any required permissions or scopes</li>
<li>Estimated sync frequency</li>
</ul>
<h2>Step 3: Authorise access</h2>
<p>Click <strong>Connect</strong> and you'll be redirected to the third-party service to authorise Orbit's access. Once you approve, you'll be returned to Orbit with the connector active.</p>
<blockquote>
<p>Orbit only requests the minimum permissions needed for each integration. You can review and revoke access at any time from the Integrations page.</p>
</blockquote>
<h2>Step 4: Configure sync settings</h2>
<p>After connecting, you can fine-tune which projects, users, or data types are included in the sync. Most connectors also let you set a sync schedule — from real-time webhooks to daily batches.</p>
<h2>Troubleshooting</h2>
<p>If a connector shows an error badge, it typically means the authorisation token has expired or the third-party service changed its permissions model. Click <strong>Reconnect</strong> to re-authorise.</p>
<% end %>
<%# Was this helpful %>
<%= midwest_card(padding: :sm) do %>
<div class="flex items-center justify-between flex-wrap gap-3">
<p class="text-sm font-medium text-theme-9">Was this article helpful?</p>
<div class="flex gap-2">
<%= midwest_button("👍 Yes", size: :small, variant: :outline) %>
<%= midwest_button("👎 No", size: :small, variant: :ghost) %>
</div>
</div>
<% end %>
<%# Related articles %>
<div class="mt-6">
<h3 class="text-sm font-semibold text-theme-11 mb-3">Related articles</h3>
<div class="space-y-2">
<% [
"Managing integration permissions",
"Sync frequency and webhooks explained",
"Disconnecting and reconnecting an integration",
"Troubleshoot a failed sync",
].each do |title| %>
<a href="#" class="flex items-center gap-2 text-sm text-theme-8 hover:text-theme-11 group">
<%= midwest_icon :document, class: "text-theme-5 flex-shrink-0 group-hover:text-theme-7" %>
<%= title %>
</a>
<% end %>
</div>
</div>
</article>
<%# ---- Sidebar ---- %>
<aside class="space-y-5">
<%# In this article / TOC %>
<%= midwest_card(padding: :sm) do %>
<p class="text-xs font-semibold text-theme-7 uppercase tracking-wide mb-3">In this article</p>
<nav class="space-y-1 text-sm">
<% [
["Overview", true],
["Step 1: Open integrations", false],
["Step 2: Choose a connector", false],
["Step 3: Authorise access", false],
["Step 4: Configure sync", false],
["Troubleshooting", false],
].each do |heading, active| %>
<a href="#" class="block py-1 pl-2 border-l-2 <%= active ? 'border-theme-9 text-theme-11 font-medium' : 'border-transparent text-theme-7 hover:text-theme-11 hover:border-theme-5' %>">
<%= heading %>
</a>
<% end %>
</nav>
<% end %>
<%# Category nav %>
<%= midwest_card(padding: :sm) do %>
<p class="text-xs font-semibold text-theme-7 uppercase tracking-wide mb-3">Getting Started</p>
<nav class="space-y-1">
<% [
["Your first workspace", false],
["Invite team members", false],
["Connect your tools", true],
["Customize notifications", false],
["Set up billing", false],
].each do |item, active| %>
<a href="#" class="flex items-center gap-2 text-sm py-1 <%= active ? 'text-theme-11 font-semibold' : 'text-theme-7 hover:text-theme-11' %>">
<% if active %>
<%= midwest_icon :'chevron-forward', class: "text-theme-7 text-xs flex-shrink-0" %>
<% else %>
<span class="w-3"></span>
<% end %>
<%= item %>
</a>
<% end %>
</nav>
<% end %>
<%# Contact support %>
<%= midwest_callout(state: :default, title: "Still need help?") do |c| %>
<%= midwest_prose do %>
<p class="text-sm">Our support team responds within 4 business hours on the Pro plan.</p>
<% end %>
<% c.with_actions do %>
<%= midwest_button("Chat with us", fill: true, size: :small, icon: :'chatbubble') %>
<%= midwest_button("Email support", fill: true, size: :small, variant: :outline, icon: :mail) %>
<% end %>
<% end %>
</aside>
<% end %>

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