Configure Beta Integrations

With our beta integrations, you can push Cobalt findings to your preferred task management software.

To configure the integration, complete the following steps:

1. In the Cobalt app, create a webhook to trigger integration events.
2. Sign in to your Workato workspace.
3. Connect to your Cobalt account.
4. Authenticate to the connected app.

What You Need

To complete the configuration, you need the following:

• Webhook URL: URL that is used in the configuration to send integration events. We’ll send you your webhook URL in the onboarding email.
• Organization token: Unique organization token used in API calls. We’ll send you your organization token in the onboarding email.
• API token: Your personal API token required to authorize access to the Cobalt API. Learn how to create an API token.
• Integration credentials: Credentials for the connected platform.

Step 1: Create a Webhook

Prior to your onboarding call with our Integrations team, you’ll receive an email from us with the subject line Cobalt Beta Integration Onboarding Details. The email contains your Webhook URL.

Create a webhook using the Webhook URL from the email. For instructions, see Create a Webhook. Make sure that the webhook is active.

Step 2: Sign In to Your Workato Workspace

To enable a beta integration, sign in to your Cobalt Customer Workspace in Workato. To learn more about Workato workspaces, read their documentation.

1. In the email invitation that you receive, select View Invitation.
2. To set up your account, enter your name and email address, and create a password. Select Create your account to confirm.
3. Once signed in, select your name in the upper-left corner, and then select the workspace with your company name.
4. On the welcome page of the integration center, select Get started.

Step 3: Connect to Your Cobalt Account

Once you’ve signed in to your Workato workspace, you need to authenticate to your Cobalt account.

1. In your Workato workspace, under Projects, select Connections.
2. Select Cobalt Connection.
3. Enter the following:
   • Bearer token: Paste the API Token that you created. Learn how to create an API token.
   • Org token: Paste the Organization Token that you received from us in the onboarding email.
4. Select Connect.

Step 4: Authenticate to the Connected App

To complete the integration, connect to the third-party app:

• Asana
• Bitbucket Issues
• Jira (Beta)
• PagerDuty
• PivotalTracker
• ServiceNow
• Trello
• Zendesk

Asana

The Asana connector uses OAuth for authentication. To set up your Asana integration:

1. In your Workato workspace, select Projects.
2. In the Asana Beta Integration project, select Connections.
3. Select Asana Beta - Asana Connection.
4. Select Connect, and sign in to your Asana account.
5. Select Grant access.

Bitbucket Issues

The Bitbucket connector uses OAuth for authentication. To set up your Bitbucket integration:

1. In your Workato workspace, select Projects.
2. In the Cobalt Bitbucket Integration project, select Connections.
3. Select Bitbucket Beta - Bitbucket Connection.
4. Select Connect, and sign in to your Bitbucket account.
5. Select Grant access.

Jira (Beta)

The Jira beta connector supports the following types of authentication:

• Basic authentication with a username and password
• OAuth 2.0 authentication
• API tokens
• Personal access tokens

To set up your Jira integration:

1. In your Workato workspace, select Projects.
2. In the Jira Beta Integration project, select Connections.
3. Select Jira Beta - Jira Connection.
4. On the connection screen, enter the following:
   • Host Name: Enter the value from the URL of your Jira account, for example, organization.atlassian.net.
   • Authentication type: Select the authentication method you want to use.
5. Sign in to your Jira account.

To learn more, see How to connect to Jira on Workato.

PagerDuty

To set up a connection with PagerDuty, you need an API Key. For instructions, read How to create a PagerDuty API Key.

To set up your PagerDuty integration:

1. In your Workato workspace, select Projects.
2. In the PagerDuty Beta Integration project, select Connections.
3. Select PagerDuty Beta - PagerDuty Connection.
4. On the connection screen, enter your PagerDuty API key.
5. Select Connect.

PivotalTracker

To set up a connection with PivotalTracker, you need an API Key. For instructions, read the PivotalTracker documentation.

To set up your PivotalTracker integration:

1. In your Workato workspace, select Projects.
2. In the PivotalTracker Beta Integration project, select Connections.
3. Select PIvotalTracker Beta - PivotalTracker Connection.
4. On the connection screen, enter your PivotalTracker API token.
5. Select Connect.

ServiceNow

The ServiceNow connector supports the following types of authentication:

• Basic authentication with a username and password
• OAuth 2.0 authentication

To set up your ServiceNow integration:

1. In your Workato workspace, select Projects.
2. In the ServiceNow Beta Integration project, select Connections.
3. Select ServiceNow Beta - ServiceNow Connection.
4. Sign in to your ServiceNow account.

To learn more, see How to connect to ServiceNow on Workato.

Trello

The Trello connector uses OAuth for authentication. To set up your Trello integration:

1. In your Workato workspace, select Projects.
2. In the Trello Beta Integration project, select Connections.
3. Select Trello Beta - Trello Connection.
4. Select Connect, and sign in to your Trello account.
5. Select Grant access.

Zendesk

The Zendesk connector supports the following types of authentication:

• Basic authentication with a username and password
• OAuth 2.0 authentication

To set up your Zendesk integration:

1. In your Workato workspace, select Projects.
2. In the Zendesk Beta Integration project, select Connections.
3. Select Zendesk Beta - Zendesk Connection.
4. On the connection screen, enter the following:
   • Subdomain of your Zendek account. If your Zendesk URL is https://organization.zendesk.com, your subdomain is organization.
   • Authentication type: Basic or OAuth 2.0.
5. Sign in to your Zendesk account.

To learn more, see How to connect to Zendesk on Workato.