My Tools

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Keep your credentials safe. Do not paste private API keys in chat. Use this secure tool setup instead.
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No tools yet

Add your first tool to start building integrations. BobConnect will guide you through the setup.

My Connections

← New Connection
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No connections yet

Start from the chat — tell BobConnect what tools you want to connect.

Permission Audit Log

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Only connect tools you own or have permission to manage. BobConnect must never access sensitive tools (payments, contracts, customer data) without your explicit approval.
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No permissions recorded

When you approve access to a tool, it will appear here with a full audit trail.

Pending Approvals

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No pending approvals

When a connection step requires your approval before running, it will appear here.

Testing Checklist

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Test every connection before going live. Follow this checklist before marking a connection as active. Each step verifies the integration is working correctly.

Pre-Launch Integration Checklist

Go through each step before activating any connection. Check items as you complete them.

  1. Submit a test record — Fill out the source form, submit a test payment, or trigger whatever event starts this integration. Don't skip this.
  2. Check if the destination tool received the data — Look in your CRM, email tool, spreadsheet, or wherever the data should arrive. Confirm the fields are populated correctly.
  3. Check if notifications were sent — If the connection should trigger email/Slack/webhook notifications, verify they fired correctly.
  4. Check if error alerts fired — If you configured error alerts (available on Pro and above), verify they work by triggering a bad test event.
  5. Confirm the connection map shows correct steps — Go to the connection detail page and verify the trigger → action flow matches what you expect.
  6. Mark as "Active" only when all above pass — Toggle the connection status to Active only after confirming steps 1–5 all work.
Per-Connection Test Log

Create a connection in chat first, then come back here to see test results.

Request Integration

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Don't see your tool? Let us know what you want to connect and we'll prioritize it.

Plan & Billing

Current Plan
starter
Change Plan →
What's included
  • ✓Tool list & management
  • ✓Basic connection planning
  • ✓Plain-English explanations
  • ✓1 connection map
  • ✓Setup plan
  • ✓Builder Tool Check

Invite a Specialist

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Share connection specs securely — without exposing API keys. Generate a time-limited link (48 hours) that gives a developer read access to your connection configuration.
Generate Specialist Link
Create a secure, time-limited link to share your connection specs with a developer. API keys are never exposed.

Security

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BobConnect handles your tool integrations securely. Review these guidelines to make sure you're setting up connections safely.
Security Guidelines
Never paste API keys in chat

Chat messages are logged for conversation context. Always add tools via Settings → My Tools, not in the chat. BobConnect guides you through secure setup.

Only connect tools you own or manage

Don't connect to tools belonging to clients, employers, or third parties without explicit permission from the owner.

Test every connection before going live

Use the testing checklist in Settings to verify every integration works correctly before marking it active.

Revoke unused permissions

Review the Permission Log regularly and revoke access for tools you're no longer integrating with.

Permission Confirmation
Before any connection accesses tools with sensitive data (payments, contracts, customer records, payroll), BobConnect shows a clear permission request screen explaining what access is needed. Always review these before clicking Approve.