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      • Quickstart

    Connectors

    Connectors are integrations built by third parties that plug into your agency's data — a CRM sync, a marketing tool, a mortgage calculator. They run as separate services and talk to RE365 through a permission system you control.
    Open it from Connectors in the sidebar. It is headed "Connectors — Extend your platform with integrations published as external services."

    The catalogue#

    Available connectors appear as cards, each showing:
    Its icon, or a puzzle-piece placeholder
    Its name and version number
    Its description
    A plan badge: Basic or Premium
    A category badge: Notifications, Marketing, Tools or CRM
    Its state, when it is installed: a green dot with Active, or a grey dot with Disabled
    Clicking a card opens the connector's page.
    When nothing is available the page reads "No connectors yet" and "Register the first connector by pasting the manifest URL provided by its developer."

    The connector page#

    The left column describes what the connector is and what it wants:
    SectionShows
    DescriptionWhat the connector does. Reads "No description provided." when the developer supplied none
    PermissionsThe access it requests when installed
    Subscribed eventsThe platform events it will be notified about
    UI extensionsAny screens it adds to the back office
    ConfigurationIts settings panel, once installed
    The right column holds the actions and the connector's details: its client ID, its manifest address, when its manifest was last fetched, and when you installed it.

    Permissions#

    A connector can request any of these:
    PermissionWhat it allows
    Read your leadsReading lead records
    Create and update leadsCreating and changing leads
    Read your property listingsReading properties
    Create and update property listingsCreating and changing properties
    Read your agency profile and settingsReading agency details and settings
    A connector can only do what it asked for and you approved. Nothing else.

    Installing#

    1.
    Open the connector's page.
    2.
    Click Install. This opens the connector's own installation page in a new tab.
    3.
    The connector sends you back to a consent screen headed "Install <name>?".
    4.
    Read the list under "This connector wants permission to:".
    5.
    Click Approve and install, or Deny.
    The consent screen closes with "You can revoke access at any time from the connectors page."
    If the link you followed is incomplete you see "Invalid install request" and "The link you followed is missing required parameters." If the connector cannot be validated you see "Cannot show this consent screen".

    Managing an installed connector#

    ActionEffect
    DisableStops the connector working, keeps the installation and its settings
    EnableStarts it again
    UninstallRemoves the installation and revokes its access. Click once, then click again on Click again to confirm
    Use Disable to pause an integration you are troubleshooting; use Uninstall to end the relationship.

    Configuration#

    Once installed, a connector that provides its own settings panel shows it embedded in the page under Configuration. Those settings belong to the connector, not to RE365 — its documentation covers them.
    A connector without a bespoke panel shows the note "JSON-Schema-driven config UI is delivered in a follow-up phase." and a View raw schema link.

    Plans#

    The plan badge on a card states which plan the connector expects. A Premium connector on a Basic subscription may refuse to work. See Subscription and billing.
    Note
    Approving a connector grants a third party ongoing access to the data listed on the consent screen. Install only connectors from developers you have a relationship with, and review the permission list before approving. Uninstalling revokes access immediately, but does not delete anything the connector already copied to its own systems.

    Registering a new connector#

    Adding a connector to the catalogue is done by the platform operator, not by an agency. If a developer has given you a manifest address, pass it to your platform provider.
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