Connecting Services
How to connect your apps and services to Billix
Connect your apps to Billix in just a few clicks. This guide covers the connection process for all integrations.
Before You Connect
Make sure you have:
- An account with the service you want to connect
- Admin permissions (for some workplace tools)
- Billix open in a modern browser
General Connection Process
Open Settings
Click your profile picture in the top right, then select "Settings."
Go to Integrations
In the sidebar, click "Integrations" (or "Connectors").
Find Your Service
Scroll or search for the service you want to connect.
Click Connect
Click the "Connect" button next to the service.
Authorize Access
You'll be redirected to the service's login page:
- Log in if needed
- Review the permissions requested
- Click "Allow" or "Authorize"
Return to Billix
You'll be redirected back to Billix. The service should now show as "Connected."
Understanding Permissions
Read Permissions
Allow Billix to view data:
- Read emails (Gmail)
- View calendar events (Google Calendar)
- Access documents (Google Drive)
Write Permissions
Allow Billix to create or modify:
- Send emails or drafts (Gmail)
- Create calendar events (Google Calendar)
- Post messages (Slack)
Admin Permissions
Some services require additional permissions:
- Managing team settings
- Accessing organization-wide data
- Installing apps in workspaces
Best Practice: Only connect services you actively want to use with Billix. You can always connect more later.
Service-Specific Instructions
Google Services (Gmail, Drive, Calendar)
Click Connect next to the Google service.
Select your Google account.
Review permissions carefully:
- Gmail: Read and send emails
- Drive: Access files
- Calendar: View and create events
Click "Allow" to grant access.
You may see a "Google hasn't verified this app" warning. Click "Advanced" then "Go to Billix" to continue. This is normal for apps in development.
Slack
Click Connect next to Slack.
Select your Slack workspace.
Review the permissions:
- View channels and messages
- Post messages
- Read user info
Click "Allow" to install the Billix app.
Note: You may need workspace admin approval for some organizations.
GitHub
Click Connect next to GitHub.
Log in to GitHub if needed.
Choose which repositories to grant access:
- All repositories
- Select repositories
Authorize the Billix GitHub app.
Notion
Click Connect next to Notion.
Log in to Notion.
Select which pages/databases to share with Billix.
Click "Allow access."
Important: Notion requires you to explicitly select which pages Billix can access.
Verifying Connection
After connecting:
- The service should show "Connected" status
- Try a simple test in chat:
- Gmail: "How many unread emails do I have?"
- Calendar: "What's on my calendar today?"
- Slack: "List my Slack channels"
If the test works, you're all set!
Connecting Multiple Accounts
For some services, you can connect multiple accounts:
- Go to Settings → Integrations
- Click "Add Another Account" next to the connected service
- Complete the connection process with a different account
- Switch between accounts as needed
Use cases:
- Personal and work Gmail accounts
- Multiple GitHub organizations
- Different Slack workspaces
Workplace and Enterprise
Getting Admin Approval
If your organization restricts app installations:
- Request approval from your IT admin
- Provide them with our security documentation
- Admin approves the app
- You can then connect
Single Sign-On (SSO)
For organizations with SSO:
- Click Connect
- Enter your work email
- You'll be redirected to your SSO provider
- Complete authentication
- Return to Billix
Troubleshooting Connection Issues
"Access Denied" Error
- Ensure you have the right permissions
- Check if your organization blocks third-party apps
- Try connecting with a personal account first
Stuck on Authorization Page
- Clear browser cookies and try again
- Try a different browser
- Disable browser extensions temporarily
"Already Connected" Error
- Go to Settings → Integrations
- Disconnect the existing connection
- Try connecting again
Connection Keeps Failing
- Check your internet connection
- Ensure pop-ups aren't blocked
- Try incognito/private mode
- Contact support if issue persists
Common Questions
Next Steps
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