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Manage and switch between connected accounts

View, label, switch, and remove the connected app accounts a workflow step or trigger uses in SAMI OS.

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When you connect an outside app to SAMI OS, each login becomes its own connected account — so you can wire one workflow to your team's shared inbox and another to your personal one. This article shows how SAMI OS labels those accounts and how to pick the right one for a step or trigger.

How a connected account is labeled

Every time you log in to an app, SAMI OS saves that account with three things so you can tell your logins apart:

  • A friendly label — taken from the account's profile name. If the app doesn't return one, SAMI OS falls back to the provider email, then to the app name plus a shortened account ID (like Slack a1b2...x9z0).
  • The provider email — the email on the account at the app's end, shown under the label so you can confirm which login you're looking at.
  • A masked account id — only the first and last few characters appear, so the full credential is never on screen.

You'll see all three in the connection picker inside the Workflows builder whenever a step or trigger needs a connected account.

The provider email and original label come straight from the app you connected — SAMI OS doesn't set them. Renaming an account in SAMI OS only changes its label here; it never touches the account in the other app.

Switch which account a step uses

If you have more than one account for the same app, open the step or trigger and choose the one it should use.

  1. Open the step or trigger

    In your workflow on Workflows, click the App Action step or App Trigger that uses the connection. Its panel opens on the right.

  2. Open the account dropdown

    Find the Account picker in the panel. It lists every connected account you have for that app by its label. If you only have one, SAMI OS selects it for you automatically.

  3. Pick the account

    Choose the account this step or trigger should use. A card appears below the dropdown showing the selected account's label and provider email so you can confirm your choice.

If the card shows "This login expired," the account's connection has lapsed and the workflow won't run on it until you log in again. Reconnect the same account before publishing.

Rename or remove an account

The same card lets you tidy up your connections.

  • Rename — edit the Account name field and click Save. The new label appears everywhere that account is listed, which makes a shared "Team Calendly" easy to spot next to your personal one.
  • Remove — click Delete, then confirm in the Delete connected account? dialog. Removing an account clears it from this step; any other workflow that used it will need a new account selected before it can run again.

After connecting or removing accounts, you can manage the workflows that rely on them from Workflows, and review the rest of your setup under Settings.

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Last updated 2026-06-21

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