When setting up an action in Easy Send Automate, you’ll need to enter integration credentials into the Username and Password fields. These integration credentials come from the Easy Send Digital web-app. If it is your first time setting up an action in Easy Send Automate, you’ll first need to create your credentials.
Creating integration credentials
To create integration credentials for Easy Send Automate, log in to the Easy Send Digital web-app. Then …
- Click on your profile picture in the top right corner, then click Control Panel.
- Click on Integrations in the list.
- Click New Integration in the top right.
You’ll be brought to the New Integration page.
1. Details
First, give your integration a name. This can simply be, “Easy Send Automate.” Then, add an email address that will be used for notifications in the case that an error occurs when the action is ran.
2. Credentials
You’ll notice an Integration ID and Integration Key have been generated for you automatically. These are the values you will use when creating an action in Easy Send Automate. They cannot be changed.
When you’re done, click Create Integration, and your integration will be created.
Finding your integration credentials again
Once you’ve created an integration in the Easy Send Digital web-app, finding your integration credentials again is simple. In the web-app …
- Click on your profile picture in the top right corner, then click Control Panel.
- Click on Integrations in the list.
- Find your integration in the list, click the three dots next to that item, and select Edit Integration.
You’ll be brought to the Edit Integration page where you can once again see the credentials for your integration.
