External database connections

Connect supported external databases to Taskforge workflows and reporting using managed credentials and controlled access.

Read information where it lives

Use a configured database connection to retrieve the information a process needs. Supported connectors include SQL and other data providers; confirm the required actions for your database.

Use appropriate access

Give reporting connections read-only access when writes are not needed. Configure queries and permissions with the database owner.

Use results in your workflow

Map retrieved values into later actions or expose approved data through reporting. Check field types and how empty results should be handled.

Explore more

Explore Taskforge features, read common questions, or talk to the team about your process.