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Formstack Trigger credentials#

You can use these credentials to authenticate the following nodes:

Prerequisites#

Create a Formstack account.

Supported authentication methods#

  • API access token
  • OAuth2

Refer to Formstack's API documentation for more information about the service.

Using OAuth2#

To configure this credential, you'll need:

  • A Client ID
  • A Client Secret

To generate both of these, create a new application in Formstack using the following details:

  • Redirect URI: Copy the OAuth Redirect URL from the REA Automation credential to enter here.
    • For self-hosted REA Automation instances, enter the OAuth callback URL for your REA Automation instance in the format https://<rea_url>/rest/oauth2-credential/callback. For example https://localhost:5678/rest/oauth2-credential/callback.
  • Platform: Select Website.

Once you've created the application, select it from the applications list to view the Application Details. Copy the Client ID and Client Secret and add them to REA Automation. Once you've added both, select the Connect my account button to begin the OAuth2 flow and authorization process.

Refer to Formstack's API Authorization documentation for more detailed instructions.

Access token permissions

Formstack ties access tokens to a Formstack user. Access tokens follow Formstack (in-app) user permissions.