How to use Connects?

Here is a step-by-step guide on “How to use Connects in FlowMattic”, which allows users to connect and manage API access or integrations globally within their workflows.

Step 1: Accessing the Connects Page

1. From the FlowMattic dashboard, click on the “Connects” option in the left-hand menu.

• This opens the Connects admin page, where existing connections (APIs and integrations) are listed.

Step 2: Creating a New Connection

On the Connects page, you have two main options:

1. Connect Integration
2. Connect New API

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Option 1: Connect Integration

1. Click on the “Connect Integration” button at the top right.

• This will open a popup with a list of available integrations, such as Google Sheets, HubSpot CRM, Facebook Lead Ads, and more.

1. Use the search bar to find the specific integration you’re looking to connect.
2. Click on the desired integration.

• A new popup will appear, where you’ll proceed with the required authentication (OAuth 2.0, for example). Follow the on-screen steps to complete authentication.

1. Once authentication is successful, the integration will be added to the Connects list, ready to be used in workflows.

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Option 2: Connect New API (Custom API Connection)

1. Click on the “Connect New API” button (blue button) to create a new custom API connection.
2. A popup will open, prompting you to:

• Enter Connect Name: This name will help you identify the API you’re connecting.
• Choose Authentication Type: Several options are available:
  • Basic: Username and password access via HTTP headers.
  • API Key: Single token for API request authorization.
  • Bearer Token: Token-based authentication using JWT.
  • OAuth 2.0: Protocol for secure token-based access.

1. After filling out the details, click Save to create the connection.

• The custom API will now appear in the Connects list under the “Source” category as Custom.

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Step 3: Managing Your Connects

1. On the Connects admin page, your existing integrations and custom API connections are listed with options to:

• Edit (pencil icon): Update connection details.
• Settings (gear icon): Configure advanced settings, if available.
• Delete (trash icon): Remove the connection.

1. Each entry displays key details like:

• Auth Type: OAuth 2.0, API Key, etc.
• Source: Integration or Custom.
• Creation Date: When the connection was added.

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Step 4: Using Connects in Workflows

1. Once you’ve successfully created a Connect (either an integration or custom API), you can use it in your workflows.
2. In the Workflows module:

• Choose to add a step with an API Module or select the appropriate integration module from the available options.
• Select the Connect from the dropdown list of available connections.
• Proceed with configuring the workflow step based on the API or integration you’ve connected.

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Conclusion

By following these steps, you can easily set up, manage, and use your API and integration connections globally within FlowMattic, making workflow automation smoother and more efficient.