Connect Default to Well
Push company record, person record, and document into Well through Default, ready to query and act on in your workspace.
What Well pulls from Default
Default 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 Default’s access.
| From Default | In Well | Relation | |
|---|---|---|---|
| Company record | Customer | Enriches | |
| Person record | Contact | Resolves to | |
| Document | Source document | Captures as |
- Sync mode
- incremental polling
- Refresh
- scheduled
- Direction
- Default → Well
What Well does with your Default connection
Connect
Connect Default over API key: you generate a Default 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 Default 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 Default 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 Default lands in the workspace as customer, contact, and source document you can search, chart, and automate.
Questions Default unlocks
Ask in plain language. Well answers from your connected Default connection, resolved against the rest of your stack.
Ask anything about your Default connection
Ask about your Default connection…
1 agent skill runs on Default.
Well lists Default in the connection check every skill runs before it answers. No skill reads it for a figure yet.
Connects and checks Default
Connect Default in three steps
- 01
Generate an Default API key
In Default, generate an API key with the scopes Well lists in the trust section below. In Well's Connections > Default, paste the key. Well validates it against Default'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 Default 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 Default in conversation, records tables, or agent runs. Rotating the key in Default 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 Default stays secure with Well
Well calls Default 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. Default validates the key on every request; rotating the key in Default immediately invalidates Well's access. No write access unless the key explicitly grants it.
- granted
Read Default records
Endpoints the Default API token grants, scoped by your consent.
- granted
Resolve company record, person record, and document across your stack
Match identifiers in Default against the same entities your other connected tools expose, so each record carries cross-tool context.
- refused
Modify or delete Default records
Not granted; Default is read-only in Well. Write-back is opt-in per connector when a write surface exists.
- refused
Read API keys from Default's settings
Well only sees the keys you paste in. The keys never leave Well's secret store back to Default's admin surface.
Frequently asked questions about Default and Well
How do I connect Default to Well, and how long does it take?
In Default, generate an API key with read access (scoped to what's listed in the security section below). In Well, open Connections > Default, paste the key, and save. Well validates the key against Default's API and pulls a first sample as confirmation.
What does Well pull into the workspace from Default?
Well brings in company record, person record, and document from Default and reshapes each entity into your workspace: company record becomes customer; person record becomes contact. Every record arrives with the source identifier preserved, so Default stays the source of truth while Well lets you query the data alongside the rest of your stack.
What does Default unlock once it is connected to Well?
Once Default 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 Default source, so you can always trace a workspace record back to the original.
What happens when Default updates a company record that Well already pulled in?
Well watches for updates to company records and applies them on the next sync, preserving the original workspace identifier so anything downstream (records tables, conversation history, agent runs) keeps pointing at the right customer. Edits flow in incrementally; nothing is duplicated, and the Default source identifier is retained on every revision.
How often does Default sync with Well, and what triggers a refresh?
Well polls Default 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 Default's side stays modest.
Can I disconnect Default and what happens to the data Well already pulled?
Open Connections > Default in Well, click Disconnect, then rotate the API key on Default's side. Well stops calling Default 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 Default?
The Default records Well holds are encrypted at rest and handled in line with GDPR. See /privacy for the current data-handling policy.
Pairs well with Default
Popular cross-category
Ready to build with the Default?
Connect once. Every company record, person record, document from Default becomes searchable, queryable, and ready for your agents and tables. Disconnect any time.