Welcome to Albato Help

How to Create a Connection via Link


IN THIS ARTICLE

Create a connection link in Apps to let a client connect their app account without creating an Albato account or sharing their login credentials with you. This avoids giving clients access to your Albato account or asking them to send you their credentials.

This is useful for agencies, IPaaS companies, or freelancers who set up automations on behalf of clients.

Important: The function enables agencies to securely receive data from clients without sharing logins and passwords.

 

Create a link and send it to your client. The client uses it to authorize access to their app account. The resulting connection appears in your Albato account.

 
  1. Log in to your Albato account.

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  1. Go to the Apps section and click Add a connection.

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  1. Select the app you need and click Create a connection by link.

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  1. Name the connection and click Continue.

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  1. Copy the generated link and send it to your client.

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Important: The link works only once and is valid for 48 hours. If the client doesn’t use it in time, click Refresh credentials to update the link.

 

Authorize the Connection

  1. The client opens the link and grants Albato access.

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  1. Then, they enter their login, password, API key or authorize via OAuth.

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  1. If the connection is successful, the client will see a confirmation message.

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Check the Connection

  1. Refresh the Apps page and make sure the new connection has been added.

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Use the connection to set up automations for the client. For help, contact support through the live chat on our website.

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