Creating accounts

Whenever you use external web services (for example, Gmail, Dropbox, Evernote, etc.) in your workflow, IBM® webMethods Integration platform accesses those services on your behalf to perform the specified tasks. To do this, you need to grant the necessary permissions and basic account details such as client ID, client secret to IBM webMethods Integration. This can be done using accounts.

The accounts are created and used at project level. Meaning, once you create an account for a specific project, you can use it in any workflow created under that project. However, it cannot be used outside that particular project. It is important to remember that, once you create an account (let's say for Gmail), you can use the same account for all actions and triggers of Gmail connectors. You need not create a new account for different actions of the same service. Also, there is no limit to the number of authorizations you can create for a service.

Creating accounts is very easy with IBM webMethods Integration. We will understand how to create an account with the help of an example:

Let's say you want to create an account for Trello. To do this, add the Trello connector on canvas and configure the Create Board action.

Here, you can see the Authorize Trello field. From here, you can create a new account, or access an existing account.

To create a new account, hover over the + button. You will see two options:

  • Default Authorization

  • (Or)

Creating accounts by generating keys

In the default authorization method, IBM webMethods Integration platform generates necessary keys to access your account data. To do so, you need to grant the IBM webMethods Integration platform the relevant permissions.

To create an account with default authorization method, click + and then select Default Authorization option.

This will take you to the Trello log in page. To authenticate yourself as a user, you need to log in to Trello by entering your credentials. Once this is done, (or if you are already logged in to Trello), the next page will ask you to authorize IBM webMethods Integration to perform certain actions on your behalf. Click ALLOW to proceed.

This will redirect you to the canvas where you will be prompted to provide a suitable name for the account you are about to create. You can optionally use the default name for the account.

Once this is done, click Add. This will add the specified Trello account for your IBM webMethods Integration account.

Now when you click on the Authorize Trello drop-down icon, you will see the Trello account you just created in the drop-down list.

You can now use this account in any workflow of the project for which you have created this account.

Creating accounts by using existing keys

If you have all the necessary keys and account details required to create an account, you can choose the second method. To do this, click the + button and select the (Or) option.

A pop-up window will appear on screen, where you will be prompted to enter the relevant keys/information required to create the Trello account.

Note: Apart from the Account Name field, the rest of the fields that appear in this form will vary depending on the application for which you are creating the account.

Once you have entered the required details, click Save.

This will create the account for the specified connector.

Now when you click on the Authorize Trello drop-down icon, you will see the newly created account in the drop-down list.

You can now use this account for any workflow created under the project for which you have created this account.

Creating accounts for connection-based connectors

There are some connectors, which don't support OAuth, where you can grant IBM webMethods Integration the necessary permissions to generate keys on your behalf. For such connectors, you need to provide the necessary details required by the connector API to create an account.

Let's say you want to create an account for Salesforce CRM.

To do so, add the Salesforce CRM connector on the canvas and select any action in the Select Action drop-down list.

When you click on the + button given beside the Connect to Salesforce CRM field, the Add Account window appears. Apart from the Account Name field, the rest of the fields that appear in this form will vary depending on the application for which you are creating the account.

Note: Click here for information on the Account configuration fields.

Provide the necessary details and click Add. This will create the account for the specified connector.

Note: Click here to see some of the most common scenarios you may come across while configuring an Account.