Credentials & Integrations

Most blocks talk to an outside service — Gmail sends email, Slack posts messages, OpenAI generates text, Postgres runs queries. To do that, the block needs a credential: your saved, encrypted connection to that service.

You create a credential once, and every block of that type in your workspace can reuse it.

Two ways to add a credential

1. From the Integrations page (recommended)

Sidebar → Integrations. This page lists all available services as cards, with category tabs (Communication, AI & ML, Databases, CRM & Sales, Productivity, Marketing, Payments, Security, Others), a search box, and sorting.

• A service you haven't connected shows a Connect button → opens that service's connect dialog.
• A connected service shows a green Manage button and a Connected badge. Manage opens a list of your connections where you can see where each one is used, rename or delete it, or Add New Connection.

2. From inside a block

Open any block that needs an account. Its settings panel has a credentials dropdown:

• If nothing is connected yet, you'll see a button like Add Slack account — click it to connect right there.
• If credentials exist, pick one from the dropdown, or choose Connect new at the bottom to add another.

The three connection styles

① One-click sign-in (OAuth). You click a button like Continue with Google or Continue with Microsoft, sign in to that service, and approve the requested permissions. Nothing to copy or paste. Used by: Google services (Sheets, Gmail, Drive, Calendar, Contacts, Analytics, Ads, YouTube…), Microsoft services (Outlook, OneDrive, SharePoint, Excel, To Do, Entra ID…), HubSpot, LinkedIn, Meta/Facebook, and Instagram.

② API key or token. You create a key in the service's own dashboard and paste it into Indite, together with a Name for the connection. Used by most integrations — OpenAI, Anthropic, Telegram (bot token), Airtable, GitHub, Stripe, Razorpay, and many more. Each connect dialog tells you exactly which fields it needs.

③ Connection details. Databases and mail servers ask for a connection URL or host/user/password. Used by: PostgreSQL, MySQL, MongoDB, Redis, SQLite, Microsoft SQL, ClickHouse, and SMTP (for the Send Email block — Indite even sends a test email before saving, so a typo can't slip through).

Special cases worth knowing

• Personal AI keys. Credentials for AI model providers (OpenAI, Anthropic/Claude, Gemini, Groq, Mistral, OpenRouter) and search tools are personal — each user keeps their own key, and it is not shared with teammates. Blocks pick up your key automatically. Bringing your own OpenAI key is available on higher plans.
• WhatsApp uses a guided 4-step wizard (Requirements → System User Token → Phone Number → Webhook) because Meta requires several IDs. Follow the steps in the dialog.
• Microsoft Teams asks for your own Azure app details (Tenant ID, Client ID, Client Secret) before the Microsoft sign-in.
• Meta Ads / Lead Ads offers three modes: paste a System User token, one-click Connect with Facebook, or bring your own Meta app.
• Stripe appears twice: the bot Payment input uses a Stripe credential with test + live key pairs, while the workflow Stripe action uses a separate credential with just the secret key.

Managing credentials

On Integrations → Manage each connection shows:

• an "In use (N)" badge — hover to see exactly which workflows and bots use it;
• a pencil to rename/edit (API-key types only — OAuth connections can't be edited, just replaced by adding a new connection);
• a trash icon to delete.

Rules:

• A credential that is in use cannot be deleted. Remove it from all workflows and bots first.
• When editing, secret fields are always blank — leave them blank to keep the existing secret, or type a new one to replace it.
• Who can delete/edit what: the workspace Owner can manage all credentials; an Admin can manage their own and those added by Members; a Member only their own; Guests can use existing credentials but not add or delete any.

Quick reference: what each popular block asks for

Every block's own documentation page (see Workflow Blocks and Bot Blocks) describes its exact credential fields and where to find them in the provider's dashboard.