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Create and edit credentials#

Credentials are securely stored authentication information used to connect REA Automation workflows to external services such as APIs, or databases.

Create a credential#

  1. Select the universal create resource icon button in the upper-left corner of the side menu. Select credential.
  2. If your REA Automation instance supports projects, you'll also need to choose whether to create the credential inside your personal space or a specific project you have access to. If you're using the community version, you'll create the credential inside your personal space.
  3. Select the app or service you wish to connect to.

Or:

  1. Using the universal create resource icon Create button in the upper-right corner from either the Overview page or a specific project. Select Credential.
  2. If you're doing this from the Overview page, you'll create the credential inside your personal space. If you're doing this from inside a project, you'll create the credential inside that specific project.
  3. Select the app or service you wish to connect to.

You can also create new credential in the credential drop down when editing a node on the workflow editor.

Once in the credential modal, enter the details required by your service. Refer to your service's page in the credentials library for guidance.

When you save a credential, REA Automation tests it to confirm it works.

Credentials naming

REA Automation names new credentials "node name account" by default. You can rename the credentials by clicking on the name, similarly to renaming nodes. It's good practice to give them names that identify the app or service, type, and purpose of the credential. A naming convention makes it easier to keep track of and identify your credentials.

Expressions in credentials#

You can use expressions to set credentials dynamically as your workflow runs:

  1. In your workflow, find the data path containing the credential. This varies depending on the exact parameter names in your data. Make sure that the data containing the credential is available in the workflow when you get to the node that needs it.
  2. When creating your credential, hover over the field where you want to use an expression.
  3. Toggle Expression on.
  4. Enter your expression.