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How to Integrate Straico to Workflow Builder

Updated this week

Available Actions:

Actions are what Workflow Builder performs when your automation is running. Actions also allow you to transfer data to other apps and systems.

  • Prompt completion

  • User information

  • Custom API request

App connection

Before setting up automation with Straico, connect the app to Workflow Builder.

  1. Log in to your Workflow Builder account. If you don't have an account, sign up here.

  2. Go to the Apps section and click the Add a connection button.

Example.png

  1. In the search bar, type Straico and select it from the menu. Then, click Add a connection to start the setup process.

Workflow Builder_Library_Select Straico app.png

  1. Choose a Name for your connection.

Workflow Builder_Straico_Connection fields.png

  1. To obtain your Token, sign in to your Straico account and go to the My profile tab.

Workflow Builder_Straico_My profile tab.png

  1. Look for the API key field and copy it.

Workflow Builder_Straico_API Key paste.png

  1. Enter the required information into the Workflow Builder connection fields and click Continue to establish the connection.

Workflow Builder_Straico_API Key paste.png

Once this process is done, you’ll see a success message and your Straico account will be connected to Workflow Builder.

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