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Integrations — implementation guide.
The implementation guide for integration teams. Companion to the marketing-side Integrations directory and the API reference.
Talk to an integrations engineer
Implementation patterns.
| Pattern |
When to use |
Read the guide |
| IdP federation (SAML / OIDC / SCIM) |
Every deployment |
Identity guide |
| Content federation (DMS / SharePoint / file shares) |
Coexistence with existing systems of record |
Federation guide |
| Vertical-app connector |
Veeva / Procore / iManage / etc. |
Per-app guide |
| AI model adapter |
Per-tenant model selection |
Model adapter guide |
| Webhook + Kafka-stream |
High-volume content events |
Event streams guide |
| Hyperscaler ML |
AWS Bedrock / Azure OpenAI / Vertex AI |
Hyperscaler ML guide |
| SIEM / observability |
Security operations integration |
Observability guide |
Pre-flight checklist (per implementation).
| Item |
Owner |
| IdP federation tested + verified |
Customer + TeamSync SE |
| Content sources inventoried |
Customer + integration partner |
| Permission model validated |
Customer + TeamSync SE |
| Compliance overlays activated |
Customer + TeamSync SE |
| Audit-event subscription configured |
Customer security team |
| Sub-processor change-notification subscription configured |
Customer DPO |
| Backup + DR pairing chosen |
Customer + TeamSync SE |
| Production cutover plan signed |
Customer + integration partner |
Common implementation tasks (deep links to procedures).
| Task |
Procedure source |
| Provision Entra ID federation |
Identity guide |
| Federate iManage Cloud |
iManage connector guide |
| Federate Microsoft 365 + SharePoint |
M365 connector guide |
| Federate OpenText (Documentum / Content Server / eDOCS) |
OpenText connector guide |
| Configure Veeva Vault federation |
Veeva connector guide |
| Connect Salesforce |
Salesforce connector guide |
| Configure ServiceNow workflow integration |
ServiceNow connector guide |
| Set up AWS Bedrock as AI provider |
Hyperscaler ML guide |
| Subscribe SIEM to TeamSync audit events |
Observability guide |
Where to read more.
