Connect and manage your Apps/CRM credentials for easier and quicker webhook auth configuration within Flow Builder. For AVOXI's call flows to fetch data for screen pop or conditional routing or to send data automatically to your app/CRM endpoints for call logging, you must first set up those app/CRM credentials. This will give AVOXI secure access to these apps. The scope of data available for AVOXI to read/write data can be configured in respective apps.

There are two ways you can manage your app/CRM credentials 

1. Using Manage Credentials page
2. Within Flow Builder

You can configure multiple connections for different apps. Also you can add different accounts of same app. For example you can have more than one Salesforce connection.

Currently you can easily manage connections for

• Salesforce
• Zendesk
• Intercom
• Hubspot
• Pipedrive
• Zoho
• Help Scout
• Freshdesk
• ActiveCampaign
• Dynamics
• For custom connection - you can set up authentication using webhooks headers, parameters, request body within Flow Builder.

Note - Please ensure the credentials you set up have sufficient permissions to read/write data from/to the app.

Connect app using Manage Credentials

1. Navigate to Flow Builder > go to Credentials tab
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2. Click “+ Add Credential” on top right
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3. Select the app/CRM you want to set up the connection for
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4. Based on the selected app, give the connection a name and configure respective connection details following instructions on screen.
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6. Once successfully set up, you can then use these connections within Flow Builder for quicker and easier webhook auth config

Connect app within Flow builder

1. You can also add you new connections while configuring webhooks in Flow Builder
2. Navigate to Flow Builder > click “+Add”
3. Add webhook widget, within webhook config panel, use “Auth” tab to configure connection details
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4. Within Authentication dropdown, select “+ Add New Credential” 
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5. Search and select the app/CRM you want to connect to
6. Based on the selected app, give the connection a name and configure details following instructions on screen.
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7. To use a preconfigured connection, search and select the app/CRM from Authentication list

Multiple connections with different accounts of same App/CRM

You can use different accounts of the same app across different webhooks in flows. You can do this by creating a new connection either through Manage Credentials, or directly within Flow builder - while creating flows using webhook config panel.

Manage your app credentials

• Once you set up your credentials, you can go to Manage Credentials or use webhook config panel “Auth” section to
  • View and search list of previously configured credentials
  • Update connection details
  • Check the status (Active/Inactive)
  • Last updated on, Last updated by
  • dependents using respective connection
  • Delete connection

Update your connection details

• Click on the connection name link, update necessary details and click on “Update Connection”.
• You will also be notified if respective credential is currently in use elsewhere with guiding info - “This credential is being used in 1 Location. Saving will update this credential across all dependents.” You can use check dependents by clicking on for respective connection

Check dependents of your connection

• Click on  for respective connection to know which flows, data integrations uses this connection and will be impacted on any updates.

Delete your connection

Click on “Delete” for  respective connection, confirm action and proceed to delete. Please note this will permanently delete respective connection.

Data integrations connection and Flow Builder Connections/Credentials

• Data integration credential will be listed in Manage Credentials page within Flow Builder
• If you delete the data integration credential present from manage credential page, active data integration for the account will also get impacted.
  • Organization's Salesforce Data integration
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  • Same Salesforce credential listed in manage credentials page
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  • After deleting the credentials from manage credentials page, the account's data integration will be INACTIVE. You can update data integrations credentials as required using manage button
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  • After deleting the credentials from manage credentials page, associated flows webhook config will list authentication as “[previously deleted]”. Switch the Flow to draft mode to make necessary updates.
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