Make a connection

Access Tokens supported for now

Connecting OzyApprovals with Robotic Process Automation (RPA) tools like Zapier, Make, and Power Automate involves the use of access tokens. Access tokens are essential for securely authenticating and authorizing the integration. This guide walks you through the steps to set up this connection.

Step 1: Obtain an Access Token

Access OzyApprovals:

Log in to your OzyApprovals account as an admin and navigate to the Access token section as demonstrated below.

Access Token Area

Generate Access Token:

To generate a new access token, click on the "+ New Access Token" button. Assign it a name and the token will be generated ready for usage. Ensure you securely store this token.

Step 2 : Making a connection

Find below the instructions for each platform.

Zapier

1. Login to Zapier.

2. Create a New Zap:

   • Click on "Make a Zap" to start creating a new Zap.

3. Select Ozy Approvals as Trigger/Action App:

   • Choose OzyApprovals as the trigger/Action app and authenticate using the access token generated earlier.

4. Authenticate and Set up Action:

   • Authenticate using the respective account and configure the action based on the requirements.

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     Make new connection

   • Create the connection by inputing a label and access token. If the token is invalid you cannot proceed.

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     Validating connection

5. Activate the Zap:

   • Turn on the Zap to activate the integration and start the workflow.

Make

1. Login to Make:

   • Log in to your Make account.

2. Create a New Flow:

   • Create a new flow to start building your workflow.

3. Add an Action:

   • Choose Ozy Approvals as the action and authenticate by clicking add as shown below.

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     Add connection

   • You will be prompted to enter a connection name and the access token

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4. Configure Action:

   • Configure the action based on the event or trigger from OzyApprovals.

5. Activate the Flow:

   • Activate the flow to start the integration.

Power Automate

1. Login to Power Automate:

   • Log in to your Power Automate account.

2. Create a New Flow:

   • Create a new flow and choose the desired trigger.

3. Add an Action:

   • Add a step and choose OzyApprovals as the action.

4. Authenticate and Configure Action:

   • Authenticate using the access token and configure the action based on the trigger from OzyApprovals.

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     Add new connection

   • Enter the connection name and access token

     
5. Activate the Flow:

   • Activate the flow to initiate the integration.

By following these steps and utilizing access tokens, you can establish a secure and effective connection between OzyApprovals and your preferred RPA tool, enabling automated workflows and seamless data exchange.