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Connecting your tools

Learn how to connect your tools with Actioner.


For an action to communicate with a tool, it has to be authorized to interact with it. This authorization is referred as a connection.

Requests in Actioner are sent to perform actions or to retrieve data for action components. Connections simply enable actions to send API requests to an application.

A connection works as a template for authentication in your tool. You can setup how Actioner sends API requests to your system by adding a connection and entering authentication credentials. Depending on the connection type, the credentials for authentication and authorization can be username/password, an API key or an OAuth2 access token.

Connections are added on app level. They are reusable by all the actions of that app. This means that connections are not tied to a single request or a single action - a connection added to an app can be used by multiple actions.

Note

Slack and HubSpot connections are also used for listening events in your Slack workspace and HubSpot accounts.

How to connect your tools

You can simply add a connection to your app. If your app already contains a connection with your tool, complete connection by authenticating with your credentials.

To add a new connection, go to App settings tab of your app and click + Add new connection. Add new connection

Select connection type from below options and enter a name.

Actioner provides connections to authenticate with the most popular tools. If your tool is not in this list, you can setup a secure connection via Generic basic authentication or Generic API Key options.

Tip

We are actively working on extending our connections list. Give us a shout and join our community if you are looking for a connection with your tool.

Authenticating a connection

Find the connection on Description tab of your app and click Connect. Enter your credentials on the opening screen.

Info

If you are an app admin, you can also update connection properties and complete authentication on App settings tab of your app.

Depending on the authentication type, you will be required to enter base URL, username, password, an API key or a shared access token. If the connection is done via OAuth2, you will need to give authorization to Actioner in your tool. Entering credentials for a connection

Updating credentials of a connection

Find the connection on Description tab of your app, click ... ellipsis and select Reconnect. Enter your credentials on the opening screen.

Removing credentials from a connection

You can unauthorize or delete the connection.

To unauthorize, find the connection on Description tab of your app, click ... ellipsis and select Unauthorize.

A connection can be deleted by an app admin. To delete a connection, find the connection on App settings tab of your app, click ... ellipsis and select Delete.

Testing a connection

You can test a connection once you enter credentials to authenticate. Test requests are sent to the configured test endpoints. For generic connections, you can specify a test URL.

To test a connection, find your connection on App settings tab of your app and click on it. Test by clicking Test connection button at top right corner.

Note

Make sure that base URL is not empty before testing a connection.

Changing the base URL of a connection

Some apps require different base URLs depending on the data region, or server, or they might use subdomains.

To update base URL of a connection, find your connection on App settings tab of your app and click on it. Connection detail page opens up. Find Base URL field and enter the new URL.

Sharing scope

When Shared credentials option is enabled for a connection, all API requests associated with that connection are sent with the credentials entered by an app admin. When disabled, each user enters their own credentials to execute requests and run actions.

Shared credentials do not mean that connection credentials are exposed to any user. Credentials are used to authenticate requests in the actions that are run by any users in that app. Let's say you have an action that creates deals in HubSpot and the HubSpot connection uses a sales manager's credentials. When create deal action is run by sales reps, all deals will be shown as created by the sales manager even though the sales reps are creating deals.

Tip

To trigger an action through a workflow, API requests are required to be associated with a connection that has Shared credentials option enabled.

Due to the nature of workflows, workflows trigger actions automatically. To be able to run an action automatically, Actioner needs to understand via which users' connection credentials to authenticate the action's requests. Actioner relies on a connection with enabled Shared credentials to automatically authorize requests with the credentials entered by app admins.

Multiple connections in the same app

It is pretty common to design a set of actions that works across multiple tools. Actioner is flexible in a way to let you add as much connection as you would like.

Connecting two instances of the same tool

Under the same app, you can add multiple connections from the same tool. As a shortcut, you can clone your existing connection and just update the base URL if necessary and enter credentials to authenticate in the second instance.

Connecting to Slack

Visit connecting to Slack page to learn how you can connect a Slack workspace.

"User not found" error in Slack

This error means that your Slack user is not mapped with your Actioner user and is thrown when you are registered to Actioner and Slack with different emails.

Visit this page to learn how you can map your user.