Working with Credentials
PROCESIO allows you to connect to other platforms in a No-Code way by using configurable credentials.
These credentials can be used with various actions such as Call API or Send Email to connect to REST APIs, SMTP servers, FTP servers, and even SQL Server databases.
For example, if you want to connect to the GitHub API, you should configure the authentication only once in the Credentials Manager. Afterwards, simply select the credentials configuration in every Call API action that you plan to use while working with the API.
We will use Dictionary API to search for the meaning of an English word in an online dictionary.
To create the credential:
- Click the Credential Manager section from the main menu.
- Hit the Create new button to start configuring.
- Fill in a name, description and choose the credential type from the drop-down.
Even though the description field is optional, we suggest that you provide a description for each and every credential you create, just to make it easier for others to understand how something works or the purpose of a credential.
- Then click Next step.
- For now, let's add the URL of the Dictionary API that we found in its documentation and select No authentication for the authentication method since there is none.
- Click Save and there you have it.
If you check the Credential Manager, you will see that your new credential just showed up.
As you can see, the credential is not validated (we skipped that part on purpose when creating it 😈)
To validate it you have two options:
- Validate the credential by pressing Test connection when creating it. (like we should have done)
- Validate it after creation. (also good)
Since the credential is already here, we'll go for the second option. Let's validate it now:
- Click Edit to review the credential configuration
- Click Next step to reach the validation view
- Fill in the Test endpoint and choose the required HTTP method
We want GET the meaning of "automation" so we will use /automation as the Test endpoint.
- Hit Test connection, check the output, and then Save if everything went OK
- After saving, you'll notice the credential has been updated
As you can see, the credential is validated so we're all set for now.
REST API credentials can be used only with Call API at the moment.
To check which credential can be used with what action, you can either check the documentation for that specific action or check the documentation for the credential type.
We'll build a very basic process that will output the meaning of a word.
Let's get going:
- We start by creating a new process and some variables.
- Now let's assign the Dictionary API credential to the Call API action.
- Save & Run and then Check Instance to see the result.
You can also create and manage credentials right inside the canvas by using the sidebar menu.
