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Getting StartedIntegrations

Integrations

Valent connects with the tools your team already uses, enabling seamless workflows across your tech stack.

Setting Up Integrations

General Process

  1. Navigate to Settings > Integrations
  2. Select the integration you want to enable
  3. Authenticate with your credentials
  4. Configure sync settings and permissions
  5. Test the connection

Authentication

Most integrations use OAuth for secure authentication:

  • You’ll be redirected to the third-party service
  • Grant Valent the necessary permissions
  • Return to Valent to complete setup

Integration Features

Bi-Directional Sync

Keep data consistent across systems:

  • Changes in Valent reflect in connected tools
  • Updates from connected tools appear in Valent

Real-Time Notifications

Get instant updates when:

  • A new RFP is qualified
  • A draft is ready for review
  • A deadline is approaching

Custom Connectors

Need to connect a tool not listed above? Valent supports:

  • API-based integrations — Connect via REST API
  • Custom connectors — Work with our team to build bespoke integrations

Troubleshooting

Connection Issues

  • Verify your credentials are correct
  • Check that you have sufficient permissions in the third-party tool
  • Ensure the integration is enabled by your Valent admin

Sync Problems

  • Check the sync status in Settings > Integrations
  • Review error logs for specific issues
  • Contact support if problems persist

Need Help?

For integration support, contact support@getvalent.com.

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