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Rules & Integrations

Review automation safely

Test provider access and limit the impact of protective actions. Updated 2026-08-22

Automation can change an external advertising account, so enable it in stages.

Recommended rollout

  1. Save the provider credential and run Test connection.
  2. Confirm that the connection belongs to the intended workspace and provider account.
  3. Review recent Invalid clicks and campaign or placement mappings manually.
  4. Enable one supported action at a time.
  5. Monitor Activity for succeeded and failed operations.
  6. Confirm the result in the advertising platform itself.

A saved credential is not the same as a working provider adapter. A connection test can report that the credential is stored and decryptable while an action remains unavailable for that platform.

If an action fails, leave the activity record intact, correct the connection or mapping, and test again. Do not repeatedly toggle the policy or rotate the credential-encryption key as a diagnostic step.