Quickstart

This guide covers the key steps, including configuring credentials, setting up a workflow, and testing the workflows. Follow the steps given below to execute a demo workflow present in your account and get the response.

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Step 1: Configure Your Integration Credentials

The first step is to configure your credentials for the integration you want to test if required.

Cobalt supports 2 types of Authentication: Key-based and OAuth 2.0 which you can check by navigating to your integration in Apps > Settings of the integration.

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Step 2: Workflow Setup

Once your credentials are configured, you can also check the demo workflows already set in your account by navigating to Workflows in the integration.

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Step 3: Set Up API Proxy

In most integrations where you want to fetch some data, you’ll need to setup API proxy to capture workflow’s final response during testing. It’s not necessary that every workflow will have an API Proxy present, in that case you can skip this step.

Follow the steps given below to setup your own URL where you can receive the response:

• Navigate to the workflow for which you want to configure your URL to receive the response.
• In the workflow, check the Native node present at the end of the workflow path and see the name of the Action that is present in that node.

For eg: In the image above, the name of the API Proxy or Action present is Bulk Create Contacts.

• To get your own URL for setup, go to webhook.site and copy Your unique URL.
• In Cobalt, navigate to Developers > API Proxies > Search for the Action name that was setup in the workflow > Select it and paste the unique URL you copied under Request URL present in API Call and click on Save API Call.

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Step 4: Authenticate Linked Account

Next step is to perform authentication of a Linked Account to the integration, to link it to the workflow.

Linked Accounts refers to the end-users or customers of our users who utilize the integrations built using the Cobalt platform.

Go to Linked Accounts section in Cobalt and open any Linked Account present.

Click on Get Hosted URL button > Generate Hosted URL > Copy the URL shown and open it in a new tab.

Hosted Portal is a no-code solution built by Cobalt so that you don’t need to build your own UI to handle the integration authentication and configuration which we will now use for testing purposes.

In the Hosted portal, navigate to the integration for which you want to perform authentication. If it’s OAuth simply click on Connect or provide credentials if it’s Key-based and click on Connect. If the authentication is successful you should see a Connected tag displayed beside the integration name.

Next, enable the workflows which you want to test for the integration and click on Save.

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Step 5: Test the Setup

Now that everything is set up, you can proceed to test the workflow.

Trigger of a Workflow can either be:

1. Native App Trigger which triggers when a certain action is performed in the application. For eg: If the Contact Created trigger of HubSpot is present in the Start Node of your workflow, then it triggers when a new contact is added to your HubSpot account.

2. Event based triggers which triggers when an event is called on Cobalt. You can check which Event is added to the workflow by checking the Start Node of the workflow.

   • To start the workflow execution, go to Try API section in Cobalt, provide the required details and click on Fire Event.

Once the Event is fired, you can see the Event and Execution logs of your workflow by navigating to Logs section.

Also, if the workflow executed successfully, you can check the final response received on your webhook.site.

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Go Deeper and Explore Cobalt

This was a simple overview to setup native integrations using Cobalt, and how Linked Accounts and workflows interact within the platform. You can further customize workflows, explore advanced testing scenarios, or discuss alternative UI implementations on a follow-up call.