Integrations

Incoming-mail and task workflows depend on two integration areas: workspace-managed integrations and user-managed connections.

Workspace integrations

Open System Settings → Integrations.

Mail-relevant integrations there include:

• Connected Services

  for Google Workspace or Microsoft 365 email accounts

• SMTP/IMAP Credentials

  for providers that require host, port, username, and password setup
• IMAP scanning for incoming invoices, tasks, and inquiries
• optional AI analysis for detected tasks and inquiries
• the shared Mail inbox for reviewing captured mail, attachments, and created records

These settings decide whether incoming mail stays tracked only or also creates downstream records automatically.

User connections

Open Settings → Connections.

Task-relevant connections there include:

• connecting a Google account
• choosing the target calendar
• enabling or disabling task sync for that account

Task deadline sync to Google Calendar is controlled per connected user account, not globally for the workspace.

Related docs

• Tasks

• Inquiries

• Calendar

• System Settings

• Settings