Store login information with Credentials
Credentials allow you to quickly and securely store your login information for use within workflows. Typically credentials will be created directly from the workflow builder as you set up a new connection. The same credential can be shared across multiple workflows (for example, you can share the same FTP server credential across all workflows that connect to the FTP server).
Credentials can be created, edited, and deleted from the Credentials tab.
When adding new workflows to Mesa, you will often be required to create credentials. Some workflows, like the ones that utilize Google Drive, will allow you to create credentials in two ways.
First, you can create credentials by using that platform's Mesa app. This is the recommended method because it is the easiest way to get started. When prompted, you can choose to use the Mesa app associated with the automation. From there, you will only need to login to the service and grant Mesa authorization by finish up the authentication steps.
If your service do not have a Mesa app (such as Salesforce), or if you want more fine-grained control over the permissions you are granting Mesa, you can use your own custom app. This will require you to create an app on the service and then fill in all of the fields that appear after you select Use your own custom app (advanced).
There are currently five different types of credentials.
- Key / Secret
- Domain, Username, and Password
- Shopify Private App
The FTP credential is used for FTP triggers and actions. The required fields should be clear if you are familiar with FTP connections. Mesa supports both FTP and SFTP (secure FTP) protocols.
The Shopify Private App credential type allows you to connect Mesa with another Shopify store or to use the Shopify Plus API. When Mesa is first installed, a default credential is created for the store. This credential will be selected by default for any Shopify triggers or actions you create. You also have the option of creating a Shopify Private App and entering the app as a new Shopify credential.