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Integration issues usually show up as missing context, stale information, or a connection that needs attention.

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First Checks

  1. Confirm the integration is enabled for your Organisation.
  2. Check whether the connected provider account is still active.
  3. Confirm the provider account has access to the records you expect.
  4. Reconnect the integration if the Portal asks you to do so.

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Missing Context

If Trix, Brief, or another Portal surface is missing expected context, include these details when asking for help:
  • the connected provider
  • the record or customer involved
  • what you expected to appear
  • whether the data exists in the provider system
  • when it was last updated

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Provider Permissions

Some provider connections depend on administrator approval or account-level permissions outside Trivexis. If consent fails, your provider admin may need to approve access.