Connectors & Integrations

Connectors are how Formael interfaces with the external world. Each connector implements one or more capabilities for a specific provider — handling authentication, API calls, response normalization, and error handling so your agents never have to.

The provider model

A key design principle in Formael is that your agents never know which provider implements a capability. They target capabilities by name; Formael resolves which connector to use based on your organization's Provider Bindings.

Agent submits: { "domain": "document-signing", "action": "create", "entity": "contract" }
                              ↓
Formael checks your Provider Binding: document-signing → DocuSign
                              ↓
DocuSign connector executes the action
                              ↓
Normalized result returned to agent (no DocuSign-specific details)

Switching providers is a configuration change. If you migrate from DocuSign to PandaDoc, you update your Provider Binding — no changes to your agents, no changes to your policies, no changes to your audit trail structure.

Connector catalog

Document Signing

Connector	Capabilities
DocuSign	`document-signing.create.contract`, `document-signing.void.contract`, `document-signing.get.status`
PandaDoc	`document-signing.create.contract`, `document-signing.create.quote`
HelloSign	`document-signing.create.contract`

Project Management

Connector	Capabilities
Jira	`project-management.create.ticket`, `project-management.update.ticket`, `project-management.create.epic`
Linear	`project-management.create.ticket`, `project-management.update.ticket`
Asana	`project-management.create.ticket`, `project-management.create.project`
Monday.com	`project-management.create.ticket`, `project-management.update.ticket`
ClickUp	`project-management.create.ticket`, `project-management.create.list`
Trello	`project-management.create.ticket`

Messaging

Connector	Capabilities
Slack	`messaging.send.message`, `messaging.create.channel`, `messaging.post.notification`
Microsoft Teams	`messaging.send.message`, `messaging.post.notification`
Discord	`messaging.send.message`, `messaging.post.notification`

CRM

Connector	Capabilities
HubSpot	`crm.create.contact`, `crm.create.deal`, `crm.update.contact`, `crm.create.note`
Salesforce	`crm.create.contact`, `crm.create.opportunity`, `crm.update.contact`
Pipedrive	`crm.create.contact`, `crm.create.deal`
Zoho CRM	`crm.create.contact`, `crm.create.lead`

Email

Connector	Capabilities
SendGrid	`email.send.email`, `email.send.template`
Mailgun	`email.send.email`, `email.send.template`
Postmark	`email.send.email`, `email.send.template`
Amazon SES	`email.send.email`

Calendar

Connector	Capabilities
Google Calendar	`calendar.create.event`, `calendar.update.event`, `calendar.cancel.event`
Outlook Calendar	`calendar.create.event`, `calendar.update.event`
Calendly	`calendar.create.booking`, `calendar.cancel.booking`

File Storage

Connector	Capabilities
Google Drive	`storage.create.file`, `storage.upload.file`, `storage.share.file`
Dropbox	`storage.create.file`, `storage.upload.file`
OneDrive	`storage.create.file`, `storage.upload.file`
Box	`storage.create.file`, `storage.upload.file`, `storage.share.file`

Payments

Connector	Capabilities
Stripe	`payment.create.invoice`, `payment.send.invoice`, `payment.create.payment-link`
PayPal	`payment.create.invoice`, `payment.send.invoice`
Square	`payment.create.invoice`

HR & People

Connector	Capabilities
BambooHR	`hr.create.employee`, `hr.update.employee`, `hr.send.document`
Gusto	`hr.create.employee`, `hr.run.payroll-action`
Workday	`hr.create.employee`, `hr.update.employee`

Analytics

Connector	Capabilities
Google Analytics	`analytics.track.event`, `analytics.create.report`
Mixpanel	`analytics.track.event`, `analytics.create.cohort`
Amplitude	`analytics.track.event`

Configuring provider bindings

Provider Bindings connect a capability domain to a specific connector for your organization. Configure them in Settings → Integrations.

Setting up a new integration

Navigate to Settings → Integrations → Add Integration
Select the provider (e.g., DocuSign)
Authenticate with the provider — OAuth2 flows launch directly in the dashboard; API key credentials are entered in a secure form
Select which capabilities this provider will handle for your organization
Save — the binding is immediately active

Formael stores your provider credentials encrypted at rest. They are decrypted only at the moment of connector execution and are never logged or returned through any API.

Multiple providers per domain

You can configure multiple providers for the same domain for different purposes:

document-signing → DocuSign   (primary: used by all agents by default)
document-signing → PandaDoc   (used by agent_sales_bot specifically)

Per-agent provider preferences can be configured in Settings → Agents → Agent → Provider Overrides.

Credential management

Action	Where
Rotate credentials	Settings → Integrations → Provider → Rotate
Revoke a connection	Settings → Integrations → Provider → Disconnect
View credential status	Settings → Integrations → Provider → Status

Credential rotation is zero-downtime — the new credential is validated before the old one is invalidated.

Connector reliability

Each connector in the catalog handles provider-specific reliability concerns:

Rate limiting. Connectors track per-provider rate limits and surface 429 responses as failed_retryable outcomes with appropriate backoff guidance.

Error normalization. Provider-specific error codes are mapped to Formael's normalized error taxonomy. Your agents receive a consistent error structure regardless of which provider responded.

Response normalization. Provider responses are translated to the capability's defined return schema. Your agent always receives the same structure for document-signing.create.contract, regardless of whether DocuSign or PandaDoc executed it.

Requesting new connectors

Don't see the integration you need? Contact us to request a connector. You can also describe your use case to discuss timeline and priority. Connectors added to the catalog are available to all Formael organizations.

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Observability & Audit