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How to connect Marvee to Workflow Builder

Updated this week

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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