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How to create a Vault session and mail it to a consumer?
How to create a Vault session and mail it to a consumer?
Updated over a week ago

You can create Vault sessions via our API, but you can also create a Vault session from within the Unify portal using "Vault Magic Link" and mail it to a consumer to make it easy for her/him to connect an integration.

A demo video for making a Vault link for connecting Quickbooks:

The "Vault link" creates a new session for a specific consumer and the chosen integration. You can pass along the Vault link to the end user, to authorize access to his integration.
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Example: we navigate to the consumer "Jake" and select "Pipedrive" as integration.

The link looks like this and is valid for 48h:

https://vault.apideck.com/integrations/crm/pipedrive?jwt=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ912345678AZERTYUIQSDF2&isolation=true

The link will lead to Hosted Vault, where the consumer can enter his credentials for Pipedrive and safely connect.

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