Manage

Credentials

Manage credentials for 3rd Party services.

Overview

To access the APIs of various services, you need to provide authentication credentials. These credentials ensure that only authorized access is granted to the APIs. In the Manage Platform, you can configure these credentials in the Credentials section of the manage platform.

Adding credentials in this section helps keep them concealed from being visible in the template or via API calls, ensuring an extra layer of security for your sensitive information.

Supported Credential Types

• Slack
• Google Sheets
• Google Calendar
• PFX Certificate
• Certificate and Key Files
• Bearer Token
• Basic Authentication (user and password)
• Generic OAuth
• MS Teams (coming soon)

Adding a Credential

1. Navigate to the Credentials section of the manage platform.
2. Click the
   + Create new item
   button.
3. Select the credential type you want to create.
4. Fill in the required fields.
5. Finally, click the
   Create
   button.
6. (Case dependent) Follow the third party service's instructions to obtain the required credentials.

Getting an orgcredentialuuid

Several tasks and fields in the platform require an orgcredentialuuid to access the resource.

To get the uuid, follow these steps:

1. Navigate to the Credentials section of the manage platform.
2. Select the credential you want to use.
3. Click the hamburger menu (three dots) on the top right.
4. Click the Copy credential uuid option.

Credential Types

Google Sheets

The Google Sheets credential type is used to access Google Sheets APIs. This is required for the tasks Read From Sheet, Log To Sheet and Update Sheet Rows.

To create a Google Sheets credential, follow these steps:

1. Enter a Credential Name.
2. Click on the
   Create
   button.
3. Follow the instructions on the new window that opens to obtain the required credentials.

Google Calendar

The Google Calendar credential is not fully supported at the moment. If it is required, please contact support.

PFX Certificate

The PFX Certificate credential type can be used to access APIs that require a PFX certificate. This can be used in the API Call task.

To create a PFX Certificate credential, follow these steps:

1. Enter a Credential Name.
2. Enter the PFX password.
3. Upload the PFX file by clicking on the
   Upload PFX File
   button.
4. Click on the
   Create
   button.

Certificate and Key Files

The Certificate and Key Files credential type can be used to access APIs that require a certificate and key file. This can be used in the API Call task.

To create a Certificate and Key Files credential, follow these steps:

1. Enter a Credential Name.
2. Upload the key file by clicking on the
   Upload Key File
   button.
3. Upload the certificate file by clicking on the
   Upload Certificate File
   button.
4. Click on the
   Create
   button.

Bearer Token

The Bearer Token credential type can be used to access APIs that require a Bearer token. This can be used in the API Call task.

To create a Bearer Token credential, follow these steps:

1. Enter a Credential Name.
2. Enter the Bearer token.
3. Click on the
   Create
   button.

Basic Authentication

The Basic Authentication credential type can be used to access APIs that require a username and password. This can be used in the API Call task.

To create a Basic Authentication credential, follow these steps:

1. Enter a Credential Name.
2. Enter the username.
3. Enter the password.
4. Click on the
   Create
   button.

Generic OAuth

The Generic OAuth credential type can be used to access APIs that require an OAuth token. This can be used in the API Call task.

To create a Generic OAuth credential, follow these steps:

1. Enter a Credential Name.
2. Enter the URL where the token can be obtained.
3. Enter the Client ID.
4. Enter the Client Secret.
5. Enter the scope (if desired).
6. Select the Grant Type.
7. Select the Client Authentication Method (this determines if the Client ID and Client Secret are sent in the request body or in the Authorization header).
8. Click on the
   Create
   button.