iMBrace no code workflow
  • ONBOARDING GUIDE
    • General
    • Invite Organization Members
    • Add Teams and Team Crew
    • Connect Channels
    • Create Credentials
    • Set Up Workflows
    • Set Up Message Template
    • Chat To Your Customers
      • Live Representative Chat Mode
    • Set up Data Boards
      • Data Board Filters & Segmentation
      • Set Up Board Automation
      • Board Management
    • Campaign QR Code
    • Embedded Signup (WhatsApp)
    • How To Find Support
    • Types Of Notification
  • CHANNELS
    • Facebook
    • Web Widget
    • LINE
    • WeChat
    • WhatsApp
      • WhatsApp Business Verified
  • WORKFLOWS
    • Function
    • If
    • Edit Image
    • Email trigger (IMAP)
    • HTTP(s) Request
    • Interval
    • Merge
    • Respond to Webhook
    • Schedule trigger
    • Webhook
  • INTEGRATIONS
    • App Integrations
    • Airtable
    • Asana
    • AWS
    • ClickUp
    • Freshdesk
    • Freshservice
    • Freshworks CRM
    • Google
    • HubSpot
    • Mailchimp
    • MessageBird
    • Microsoft
    • Mindee
      • Mindee API
    • monday.com
    • Odoo
    • Salesforce
    • ServiceNow
    • Shopify
    • Slack
    • Stripe
    • Telegram
    • Trello
    • Twilio
    • Vonage
    • Webflow
    • Xero
    • Zendesk
    • Zoho CRM
    • Zoom
  • API
    • Facebook Ad API
  • JOURNEYS
    • AI-Assistant Management
    • Email Campaign
    • Facebook Leads Management
    • Facebook Social Media Management
    • Form Management
    • WhatsApp Outbound
    • Business Contact Collector
  • 简体中文
    • 一般导览
    • 邀请机构成员
    • 添加团队及团队成员
    • 连接渠道
    • 创建凭证
    • 设置工作流程
    • 与您的客户对话
    • 設定数据管理
  • 繁體中文
    • 一般導覽
    • 邀請機構成員
    • 新增團隊及團隊成員
    • 連結渠道
    • 建立憑證
    • 設定工作流程
    • 與您的客戶對話
    • 設定資料管理
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  1. ONBOARDING GUIDE

Create Credentials

Adding new Channel Credentials is similar to creating a new channel, whereas creating an Integration Credential doesn't automatically create a channel, it is for additional services.

To add credentials to your account, follow these steps:

Step 1: Go to the "Credentials" section and select the type of credential you want to add:

  1. Channels - Select a channel provided on the page: Web Widget, WhatsApp, Facebook, LINE, WeChat or Instagram. The credentials are linked to specific channels and requested during the channel creation process.

  2. Integrations - Select an additional service you want to use. Integration Credentials are used to connect with third-party services like Salesforce, Google Calendar, etc. Those contain sensitive information and are stored for a workflow connector to access the third-party service.

Step 2: Follow the prompts to fill out all the required credentials fields.

Step 3: Once you've added the necessary information, click "Create" or "Connect" to save the new credential.

Step 4: To edit or delete an existing credential, select the credential from the Credentials page and make the necessary changes.

With the steps above, you can easily add, edit, or delete credentials for your account, making it easier to connect with various channels and third-party services.

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Last updated 1 year ago