Albato
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  • Welcome to Albato Help

    Apps section


    IN THIS ARTICLE

    This tab stores all connections to your accounts in other apps. For integrations to work, you need to grant Albato access to the account of the app you want to interact with.

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    By connection, we mean linking your account in a third-party app to Albato.

    For example, if you want to transfer leads from a form, you need to grant Albato access to the account where that form is hosted.

    Connections are managed in the Apps section. Here you can:

    • view connected apps,
    • rename or delete a connection,
    • update connection settings.

    You can create a connection before building an automation or directly from the Automation Builder.

    There is no limit on the number of service connections in the new pricing model.

    Access rights

    It is important to connect accounts with the appropriate permissions required for the integration to function correctly.

    For example, if your automation needs to create and update leads in a CRM, the connected CRM account must have permission to perform these actions.

    Changing account permissions after creating a connection may cause errors in automations. We recommend connecting accounts with sufficient access rights from the beginning.

     

    What types of connections are available?

    Depending on the app, the connection method may vary.

     

    OAuth authorization

    You grant access through the app’s login page. Avoid changing the account password afterward, as this may break the connection.

     

    API token / Secret key

    You copy credentials from the third-party app and paste them into Albato.

     

    Webhook URL

    Albato generates a webhook URL that must be added to the third-party app to receive data.

    We try to provide information on connecting partners to Albato with an example of integration. Unfortunately, rare apps get these instructions later than others. You can also find the instructions in our Help Center.

     

    How do I create a connection?

    1. Click the Add a connection button.

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    1. Select the app you need and follow the instructions.

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    Each connection has two system buttons:

    • Update — use it if changes were made in the connected app (e.g., new statuses in CRM, new forms, etc.).

    The Update button is necessary if you have made changes in your partner account, and you would like Albato to know about these changes. For example, you have added/deleted statuses for deals in CRM, added/deleted lead forms, etc.

    • Test — checks whether the connection is active and working correctly.

    The Test button will help you understand if Albato has established a connection with your app. If there is an error, you can correct the existing connection instead of creating a new one.

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