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Flow Overview

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Step Details

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1. Account Created

When a user completes authentication, Handled creates an Integrated Account. Webhook event: integrated_account:created

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2. Post-Install Steps

Automated operations that run after account creation:
  • Fetching initial configuration
  • Setting up required tokens
  • Storing account metadata
On failure: integrated_account:post_install_error webhook sent

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3. Validation Steps

API calls that verify the connection works:
  • Test that credentials are valid
  • Check required permissions exist
  • Verify API access
On failure: integrated_account:validation_error webhook sent

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4. Account Activated

The account is ready for use. You can now:
  • Make Unified API calls
  • Make Proxy API calls
  • Set up sync jobs
Webhook event: integrated_account:active

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5. Post-Connect Form

If RapidForm is configured, the user fills out additional fields:
  • Select specific workspaces
  • Choose data to sync
  • Configure preferences
Webhook event: integrated_account:post_connect_form_submitted

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Handling Failures

If post-install or validation steps fail:
  • The account is not automatically deleted
  • The user sees an error message
  • Link SDK throws an error
  • You receive a webhook notification
Delete failed accounts manually or prompt the user to retry.