Create and Edit

1. Opening the left menu, then selecting either Home or a project, then Credentials > Add Credential and browsing for the service you want to connect to.

2. Selecting Create New in the Credential dropdown in a node.

Upon accessing the credentials modal, input the necessary information as specified for your service. When you save a credential, Appizap Workflow Builder tests it to confirm it works.

Appizap Workflow Builder automatically names new credentials "node name account." You can change the name by clicking on it. It's best to name them based on the app or service, type, and purpose of the credential. This naming convention helps in organizing and identifying your credentials easily.

Expressions in credentials

1. Locate the data path with the credential in your workflow. The path may differ based on parameter names in your data. Ensure the credential data is accessible in the workflow when needed.

2. When creating your credential, hover over the field where you want to use an expression.

3. Toggle Expression on.

4. Enter your expression.

Using the example

To load the template into your Appizap Workflow Builder instance:

1. Download the workflow JSON file.

2. Open a new workflow in your Appizap Workflow Builder instance.

3. Copy in the JSON, or select Workflow menu > Import from file

The example workflows use Sticky Notes to guide you:

• Yellow: notes and information.

• Green: instructions to run the workflow.

• Orange: you need to change something to make the workflow work.

• Blue: draws attention to a key feature of the example.