Connectors and Triggers

Discover how Autom Mate integrates with APIs using REST and SOAP, offering secure authentication, seamless data exchange, and workflow-triggered actions.

API Integration

How can I manage authentication when connecting Autom Mate to Xurrent, especially when using OAuth 2.0?

Answer

When connecting Autom Mate to Xurrent, you can manage authentication by setting up credentials in the Vault section of Autom Mate. For OAuth 2.0 Client Credentials Grant, you need to provide the API OAuth Service URL, API URL, Account Name, Client ID, and Client Secret. These credentials enable secure communication between Autom Mate and Xurrent, allowing you to perform actions such as creating requests, updating records, and retrieving data.

Real-World Example

An organization wants to automate the process of adding notes to service requests in Xurrent through Autom Mate. By configuring OAuth 2.0 credentials in Autom Mate's Vault, they establish a secure connection to Xurrent, enabling the automation of note additions without manual intervention.

Related Documentation

Xurrent Integration with Autom Mate

How does Autom Mate manage API-based integrations?

Answer

Autom Mate provides built-in support for API-based integrations, allowing users to connect to third-party services using REST, SOAP, or custom APIs. Autom Mate makes it easy to automate data exchange between systems while ensuring security and reliability.

• REST and SOAP API Support: Autom Mate natively supports REST and SOAP protocols, allowing users to call external APIs and integrate them into workflows.

• Custom API Integrations: Users can configure custom API endpoints to send and receive data from internal systems or third-party services.

• Authentication Management: Autom Mate handles API authentication, supporting OAuth, API keys, and other authentication mechanisms to ensure secure connections.

How to do it in Autom Mate:

1. Install API Modules: Access the Library Store to install REST or SOAP modules for API integration.

2. Configure API Endpoints: In the workflow builder, use the API action to configure the endpoint, HTTP method (GET, POST, etc.), and authentication (e.g., API keys or OAuth tokens).

3. Map Data Between Systems: Define how data will be sent to and retrieved from the API. You can map fields and variables to ensure seamless data exchange between systems.

4. Monitor API Interactions: Autom Mate logs all API calls, allowing you to monitor their performance, check for errors, and ensure smooth integrations.

Real-World Example

A logistics company uses Autom Mate to integrate its order processing workflows with a third-party shipping API. Autom Mate automatically sends shipment data to the API, retrieves real-time tracking updates, and updates the company’s internal system, ensuring seamless communication between platforms.

Related Documentation

Autom Mate supports secure and efficient API integrations with REST and SOAP protocols. Check out the API Integration Guide.