Integration Hub

Overview

Using the Sitefinity Integration Hub, you can integrate your Sitefinity project with 1,000+ business-critical systems and third-party applications. The Integration Hub is built on a leading iPaaS platform - Workato, which enables website administrators to create custom data connectivity and workflow automation scenarios using a low-code/no-code visual designer.

The integration of Sitefinity with Workato is made possible through the Workato Connector for Sitefinity. This connector utilizes the Workato SDK to create a user interface and make API calls to interact with Sitefinity and other third-party systems.
There are also sample prebuilt Recipes available to integrate Sitefinity with Salesforce, RSS feeds, Google Calendar, and many more.

For more information about using Workato, see Workato documentation.

Workflow

PREREQUISITES: To be able to use this capability:

• You must have purchased the Sitefinity Integration Hub add-on.
• The Integrations section is accessible only to users with Manage Integrations permission.
  If you get an error message when trying to access the Integrations section, you must contact a user within your organization with Administrator privileges and request access.

1. Grant a user access to the Integration Hub.
   For more information, see User management.
2. In Sitefinity Cloud Management Portal, navigate to Integrations section.
3. Open the Integration Hub.
4. To connect your Sitefinity project to third-party systems, you have to create a connection in Workato.
   For more information, see Workato documentation » Connections.
5. You continue by creating a Recipe.
   Recipes represent step-by-step set of actions you want to execute in response to specific triggers.
   For more information, see Workato documentation » Recipes design.
6. Optionally, you can configure Actions.
   Actions are tasks that will be executed in the target application.
   For more information, see Workato documentation » Actions.

Authentication

You can choose between two authentication types: OAuth2 or Access key.

• If you select OAuth2, a dialog will open with the Sitefinity instance login screen.
  For more information on how to setup OAuth2 authentication, see Configure Oauth2.
• If you opt for Access key, you must generate an access key for your user in Sitefinity and paste it into Workato.
  For more information, see Generate access key.

NOTE: If you are using an access key, make sure the user who generates the key has the minimum privileges needed. For instance, if you are only using the connection to create blog posts, allow the user access to blog posts only. If you plan to use Service hooks, the user should be able to create Service hooks.

Troubleshoot Workato project permissions

When you use the Integration Hub, the Workato connector for Sitefinity automatically configures Workato, so that specific Workato roles are assigned to every Sitefinity user with access to Workato.
However, if you manually create a new project in Workato, your Sitefinity collaborators may not be able to use the newly created Workato project.
If you do not have access to a particular Workato project or you have created a new Workato project, perform the following:

1. In Workato, navigate to the environment containing the project.
2. In the list on the left, click the project.
3. Click Settings » Project Access.
4. Locate the Everyone else entry and assign the Project admin role to it.

RESULT: Every Sitefinity collaborator who has access to Workato can create and use Recipes in the respective Workato project.