Connect Your App Accounts to ChatDash

Last updated 3 months ago

To ensure the automation you've created works and to facilitate automatic data transfer between your apps, you need to connect them to ChatDash. This allows ChatDash to securely access, update, or add data to your apps during the automation process.

You can connect your apps to ChatDash in two ways:

  • Through the Apps section

  • Using the Automation Builder

ChatDash allows you to connect multiple accounts to a single app.

IMPORTANT:

To guarantee the security of your app account data, ChatDash utilizes high encryption standards, including 256-bit AES encryption for data at rest and TLS 1.2 and 1.3 with AES 256 for data in transit.

Furthermore, ChatDash ensures that only the necessary operations are executed in the apps for the proper functioning of the Automations you've created. All your data is processed considering strict security and privacy standards.

Connecting App Accounts through the "Apps" section

  1. Navigate to the "Apps" section.

  2. In the top right corner, select "Add Connection".

  3. Choose the desired app for integration from the list using the search function.

Follow the instructions to connect your app to complete the process.

Integrate App Accounts via the Automation Builder

  1. When creating a new Automation in the Automation Builder, you can add new apps.

  2. After selecting an app and event, the system will prompt you to connect your app account.

Automation Builder setup

What does the app connection process look like?

The process of connecting an app in ChatDash is simple and secure. There are two popular scenarios based on the app you've chosen:

App Authorization:

  • When choosing an app to connect, you'll be redirected to that app's authorization page.

  • Here, you'll need to log into your app account and grant ChatDash permission to access it.

  • After successful authorization, the window will close, and you'll be automatically redirected back to ChatDash with an activated connection.

This type of connection is a standard for many apps like Google, Slack, or Facebook, allowing third-party apps to get limited access to a user's account without sharing login details, ensuring data security.

OAuth authorization

Using a special "key":

An API key is a unique combination an app uses for identification during integrations.

Connecting an app using an API key:

  • After selecting an app to connect, ChatDash will ask for the API key.

  • You'll need to go to your app settings and copy your unique API key. It's usually found in sections related to "Integrations" or "API". You can also seek help from your app's support or refer to our instructions.

  • Paste the key into the corresponding field in ChatDash and confirm the connection.

  • After this, the app will be successfully connected and ready to use.

API key form

Managing your App Connections in ChatDash

Once you've added your apps to ChatDash, you can manage them in the "Apps" section. This allows you to:

  • Change the connection name in the "Title" field

  • Test its functionality with the "Test" button

  • Disconnect or reactivate the connection

  • Update the app's account details

Managing connections

If you encounter any issues or have questions regarding connections, don't hesitate to contact ChatDash's support team.