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How to connect Marvee to Workflow Builder

Updated over 3 weeks ago

Before setting up automations with Marvee, connect the app to Workflow Builder.

To do this, go to the Apps section and click the Add a connection button.

Example.png

Select the app and click the Add a connection button.

Workflow Builder_Marvee_Select Marvee app.png

Come up with a Name for your connection.

Workflow Builder_Marvee_Create a connection to Marvee.png

To get the Client Secret, Api Key and Token, access your Marvee account. Then, click on Vendas icon.

Workflow Builder_Marvee_Click on Vendas icon.png

Click on the Integrações button.

Workflow Builder_Marvee_Click on Integracoes button.png

After that, click on Novo button, in the top right corner.

Workflow Builder_Marvee_Click on Novo button.png

Fill the name in the Nome field.

Workflow Builder_Marvee_Fill the Nome field.png

Select your category in Categoria.

Workflow Builder_Marvee_Fill the Nome fieldWorkflow Builder_Marvee_Select the Categoria.png

Choose your account and type of charge in Conta and Tipo de Cobrança.

Workflow Builder_Marvee_Choose your Conta and Tipo de Cobranca.png

Select your service in Serviço.

Workflow Builder_Marvee_Select your Servico.png

And click Salvar.

Workflow Builder_Marvee_Click Salvar.png

Copy your Client Secret.

Workflow Builder_Marvee_Copy your Client Secret.png

Past the value into the Workflow Builder Client Secret field.

Workflow Builder_Marvee_Paste into Client Secret.png

Go to your email and copy your Api Key and Token sent by Marvee.

Workflow Builder_Marvee_Go to email copy Api key and Token.png

Paste them respectively into Workflow Builder's Api Key and Token fields. Then click Continue.

Workflow Builder_Marvee_Paste Api key and Token.png

The connection is ready!

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