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.
Step 1:Β Go to the Credentials Manager section and click Add New. Β
Step 2:Β Configuration basic info page
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).
Procesio allows you to authenticate and work with FTP server for file management purposes. After selecting FTP configuration in the Credential manager you will be presented with the following screen.
Hostname/IP* - you have the option to connect to the FTP by using either its IP address or the hostname.
Port number* - you need to use the FTP port left open for the connection, the default port is 21.
Protocol type - depending on the security protocol used on your server you will have to choose between FTP or SFTP.
Ignore certificate warnings - you can choose to check this box in order to not receive warning messages.
Directory Path - useful if you do not want to always start from the root.
Authentication method - depending on how you wish to connect to your server you have the option Basic (Name & Password) or you can use a Key file.
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