Connect Daphni to Well
Push company record, person record, and document into Well through Daphni, ready to query and act on in your workspace.
What Well pulls from Daphni
Daphni feeds company record, person record, document into Well as a source. The connection is read-only; disconnect at any time from your workspace settings to revoke Daphni’s access.
| From Daphni | In Well | Relation | |
|---|---|---|---|
| Company record | Customer | Enriches | |
| Person record | Contact | Resolves to | |
| Document | Source document | Captures as |
- Sync mode
- incremental polling
- Refresh
- scheduled
- Direction
- Daphni → Well
What Well does with your Daphni connection
Connect
Connect Daphni over API key: you generate a Daphni key and paste it into Well, where it is stored encrypted at rest and never returned in responses.
Sync
Well brings company record, person record, and document in from Daphni on a recurring poll that fetches only what changed since the last read. The first sync backfills history in the background and the connection stays live after.
Enrich
Well resolves each Daphni entity into customer, contact, and source document, assigns categories, and links every record to an audit trail across the rest of your connected tools.
Available
Your data from Daphni lands in the workspace as customer, contact, and source document you can search, chart, and automate.
Questions Daphni unlocks
Ask in plain language. Well answers from your connected Daphni connection, resolved against the rest of your stack.
Ask anything about your Daphni connection
Ask about your Daphni connection…
1 agent skill runs on Daphni.
Well lists Daphni in the connection check every skill runs before it answers. No skill reads it for a figure yet.
Connects and checks Daphni
Connect Daphni in three steps
- 01
Generate an Daphni API key
In Daphni, generate an API key with the scopes Well lists in the trust section below. In Well's Connections > Daphni, paste the key. Well validates it against Daphni's API and confirms with a sample fetch.
- AuthAPI key
- Validationsample fetch on save
- 02
Map your entities
Well brings company record, person record, and document from Daphni into your workspace using the canonical mappings defined in Well's data-views layer.
- Mappingpreconfigured by Well
- 03
Use the data
Use what you bring in from Daphni in conversation, records tables, or agent runs. Rotating the key in Daphni requires updating the key in Well; nothing else.
- First syncstarts as soon as connect completes
Keys are never returned in API responses. Rotate freely; Well will prompt for the new key.
How Daphni stays secure with Well
Well calls Daphni with the API key you provision, scoped to company record, person record, and document. The key is never logged and never returned in API responses. Daphni validates the key on every request; rotating the key in Daphni immediately invalidates Well's access. No write access unless the key explicitly grants it.
- granted
Read Daphni records
Endpoints the Daphni API token grants, scoped by your consent.
- granted
Resolve company record, person record, and document across your stack
Match identifiers in Daphni against the same entities your other connected tools expose, so each record carries cross-tool context.
- refused
Modify or delete Daphni records
Not granted; Daphni is read-only in Well. Write-back is opt-in per connector when a write surface exists.
- refused
Read API keys from Daphni's settings
Well only sees the keys you paste in. The keys never leave Well's secret store back to Daphni's admin surface.
Frequently asked questions about Daphni and Well
How do I connect Daphni to Well, and how long does it take?
In Daphni, generate an API key with read access (scoped to what's listed in the security section below). In Well, open Connections > Daphni, paste the key, and save. Well validates the key against Daphni's API and pulls a first sample as confirmation.
What does Well pull into the workspace from Daphni?
Well brings in company record, person record, and document from Daphni and reshapes each entity into your workspace: company record becomes customer; person record becomes contact. Every record arrives with the source identifier preserved, so Daphni stays the source of truth while Well lets you query the data alongside the rest of your stack.
What does Daphni unlock once it is connected to Well?
Once Daphni is connected, every record it exposes is queryable from conversation, filterable in records tables, and available to your agents through your workspace. The data stays linked to its Daphni source, so you can always trace a workspace record back to the original.
How does Well match a company record from Daphni to a customer in my workspace?
Each Daphni company record is scored against the candidate customers in your workspace on identifier overlap, amount or quantity match, date proximity, and counterparty resolution. Matches above the auto-link confidence threshold flow through cleanly; below the threshold they queue for a one-click human review, with the most likely customer prefilled and the Daphni source attached.
How often does Daphni sync with Well, and what triggers a refresh?
Well polls Daphni regularly for company record, person record, and document. The first connect pulls the historical window your account allows; subsequent reads only fetch what changed since the last sync, so the load on Daphni's side stays modest.
Can I disconnect Daphni and what happens to the data Well already pulled?
Open Connections > Daphni in Well, click Disconnect, then rotate the API key on Daphni's side. Well stops calling Daphni as soon as you disconnect; rotating the key on the provider's side guarantees Well cannot resume access. The company record, person record, and document already synced stay in your workspace until you ask Support to purge them.
How does Well protect what it pulls in from Daphni?
The Daphni records Well holds are encrypted at rest and handled in line with GDPR. See /privacy for the current data-handling policy.
Pairs well with Daphni
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Ready to build with the Daphni?
Connect once. Every company record, person record, document from Daphni becomes searchable, queryable, and ready for your agents and tables. Disconnect any time.