Overview

Linked Accounts refers to the end-users or customers of our users who utilize the integrations built using the Cobalt platform. These end-users play a crucial role in the ecosystem, as they are the ultimate beneficiaries of the seamless automation and streamlined workflows facilitated by Cobalt-powered integrations.

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Creating Linked Accounts

Linked Accounts can be created either through the Cobalt Dashboard or via the API.

Linked Accounts in Cobalt provide users with a comprehensive set of features and functionalities to monitor, manage, and optimize their integrations. Let’s delve into the key features available within a Linked Account:

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Overview

The Overview tab serves as the central hub for accessing essential information and managing configurations within a Linked Account. Users can view information such as total Connections, Executions count, and API calls count, providing insights into the usage and activity of the Linked Account.

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Get Hosted URL

Users can generate the URL for the Linked Account’s UI by clicking on the Get Hosted URL button, facilitating easy access and navigation.

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Integrations in the Linked Account

The Overview tab also allows users to view a list of connected integrations of the Linked Account, manage their configurations, check Status of the integration and Delete connections by clicking on the Bin icon if necessary.

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Account information

Basic information about the Linked Account, including Account ID, Name, Linked date (the date when the Linked Account was created) and the UDF Parameter (if any) of the account. User can also add or update UDF Parameters by clicking on the Update UDF button.

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Config Management

For each integration, users can edit the fields and workflows of the configuration, ensuring flexibility and customization.

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Workflows

The Workflows tab provides users with insights into the workflows executed by the Linked Account. Users can view details such as the Workflow name, associated Application/integration, Last Run date and the Workflow Created date, enabling them to track workflow activity effectively.

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Executions

In the Executions tab, users can monitor the execution status of events and the workflows in which the execution occured. Users can view details of executed events, including the Event name, Workflow name, Status (Success or Errored), and Date of Execution, facilitating performance monitoring and troubleshooting.

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Events

The Events tab offers users visibility into triggered or executed events. Users can access information about events triggered within applications, along with the associated Application name, Event date and Status, providing insights into event-driven workflows.

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Webhooks

In the Webhooks tab, users can manage and monitor webhook activity. Users can view information about triggered webhooks, including Event triggered name, Date of trigger and Execution Status. This feature enables users to track webhook activity and ensure efficient integration with external systems.

By leveraging the features available within Linked Accounts, users can effectively monitor, manage, and optimize their integrations.