Data & Docs · CONNECTIONGive your customers filtered, time-limited access to embedded Trevor.io dashboards.
Explore 1 workflow actions for Trevor.io, including account permissions and operation limits.
Choose an action in the workflow builder, connect an account, and map its inputs. These actions are available in the catalog; your account access and a successful test determine whether they work for your setup.
Grant a customer time-limited access to an embedded dashboard with filters set to their values; returns the link to send them to.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Use the account and permissions required for your process. Review the connection check before configuring a workflow action.
Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.
Inspect step outputs and confirm the result in Trevor.io. A saved workflow is not a completed provider action.
