Working with Credentials Manager

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By Alina Panaite

updated about 3 hours ago

PROCESIO allows you to connect to other platforms, servers, applications in a no-code way by using dedicated actions (e.g. Call API action, Send email). Use the Credentials Manager to configure the authentication credentials of the REST API or email server you want to access. Once created, you can use that configuration in actions such as Call API without reconfiguring the authorization steps every time.

For example, if you want to connect to a JIRA REST API web service, you should configure the authentication credentials of JIRA service once in Credentials Manager, and then simply select the credentials configuration in every API call you want to make.

Each configuration created gives you the possibility to test the connection after completing the configurations. 

How to configure authentication credentials in Credentials Manager?

Step 1: Go to Credentials Manager section and click "Add New".  

Step 2: Configuration basic info page 

  1. Name: Insert a name for the new configuration
  2. Type: You can create authorization credentials for: 
    • Email Servers 
    • REST API configurations
  3. Description: add details on the configuration (optional).

Step 3: Email Server configuration

Most email accounts have two servers: one that lets you send emails to other people, and another that lets you receive the emails that other people send you. The server that lets you send mail is called an outgoing (or SMTP). The server that lets you receive mail is called an incoming (IMAP or POP).

  • Outgoing configuration
  1. Server Name/IP: fill in the outgoing mail server, i.e. mail.example.com  (replacing example.com with your actual domain name) 
  2. Port number: fill in the outgoing server port number
  3. Encryption: select None, TLS or Auto
  4. Username: enter your username
  5. Password: enter the associated password
  6. From: optional; some configurations require the email address that will be displayed to users as the Sender
  7. Test Connection: once all mandatory fields have values, you can test the configuration.

          

  • Incoming configuration
  1. Server Name/IP: fill in the outgoing mail server, i.e. mail.example.com  (replacing example.com with your actual domain name) 
  2. Protocol type: select IMAP or POP3
  3. Port number: fill in the outgoing server port
  4. Encryption: None, TLS or Auto
  5. Username: enter your username
  6. Password: enter the associated password
  7. Test Connection: once all mandatory fields have values, you can test the configuration.

 

Step 4: REST API configuration

  • No authentication
  1. URL: the base URL to which you want to make the request
  2. Test Endpoint: add /info endpoint for your base URL (optional) 
  3. Authentication Method: No authentication
  4. Test Connection: once all mandatory fields have values, you can test the configuration.

  • Basic authentication
  1. URL: the base URL to which you want to make the request
  2. Test Endpoint: add /info endpoint for your base URL (optional) 
  3. Authentication Method: Basic
  4. Name: enter basic authorization user name of the REST API web service
  5. Password: enter the password of the basic authorization protocol
  6. Add to: if you need to include your auth details in the relevant part of the request, i.e. Query Params 
  7. Test Connection: once all mandatory fields have values, you can test the configuration.


  • API key authentication
  1. URL: the base URL to which you want to make the request
  2. Test Endpoint: add /info endpoint for your base URL (optional) 
  3. Authentication Method: API key authorization
  4. Key: fill in the Id (name) of your API key
  5. Value: fill in the value of your API key
  6. Add to: if you need to include your auth details in the relevant part of the request, i.e. in Headers, Query Params or both
  7. Test Connection: once all mandatory fields have values, you can test the configuration.


Related links

Send Email action

Call API action


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