Credentials

Credentials in Syncaut allow you to securely connect external services such as APIs, e-commerce platforms, AI providers, and data tools.

They are required for any node that interacts with an external system.

What are Credentials?

Credentials are authentication details used to connect Syncaut to third-party services.

These may include:

• API keys

• Access tokens

• Client IDs and secrets

• Account connections

Credentials enable workflows to securely send and receive data from external platforms.

Global Credentials (Shared Across Workspaces)

Syncaut uses a globally scoped credential system.

This means:

• A single credential can be reused across multiple workspaces

• You do not need to re-add the same API key or connection for every workspace

• Credentials are centrally managed and can be referenced anywhere

For example, if you connect a Shopify store or an AI provider once, that same credential can be used in workflows across different client workspaces.

Using Credentials in Workflows

When building workflows, certain nodes will require credentials.

You can:

• Select an existing credential

• Create a new one if needed

• Map credentials dynamically using template variables

This allows workflows to authenticate properly when interacting with external services.

Credentials and Templates

When using templates:

• Credentials are not hardcoded

• Instead, templates define required variables

• Users are prompted to map those variables to their own credentials

This ensures:

• Security (no exposed secrets)

• Reusability across different users and environments

• Flexibility for agencies managing multiple clients

Managing Credentials

You can manage all credentials from a central location.

This includes:

• Creating new credentials

• Updating existing ones

• Reusing credentials across workflows

• Organizing connections for different services

Because credentials are global, updates made to a credential will apply wherever it is used.

Best Practices

• Never hardcode credentials directly into workflows

• Use reusable credentials instead of duplicating them

• Clearly name credentials for easy identification (e.g., “Shopify – Client A”)

• Use template variables when sharing workflows

• Regularly update and rotate sensitive keys

Credentials are a core part of Syncaut’s flexibility. By separating authentication from workflows and making them globally reusable, you can build scalable automation systems across multiple workspaces and clients without duplication.