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Set up a connection to ProcessMaker

ProcessMaker is a robust workflow automation and business process management (BPM) platform that enables organizations to design, automate, and optimize complex processes

Set up a connection

After you start the connection, configure it in the Create connection panel and complete all of the required * authentication settings:

Setting

Instruction

Name your connection * 

Enter a clear and distinguishable name.

Throughout integrator.io imports and exports, you will have the option to choose this new connection. A unique identifier will prove helpful later when selecting it from a list of the connections in your account.

Subdomain * 

Enter your ProcessMaker account subdomain. For example, if your account URL is https://celigo.processmaker.com, then celigo is your subdomain.

Auth type * 

Select your ProcessMaker account authentication type (either OAuth 2.0 or Token).

OAuth 2.0 client  

Select the OAuth 2.0 client that stores the client ID and client secret provided to you by ProcessMaker

How to retrieve the client ID and client secret 

To add an OAuth 2.0 client and configure your credentials, click the plus (+) button. Click the edit ( ) button to modify a selected OAuth 2.0 client. For more information, see Create an OAuth 2.0 iClient resource

Username * 

Enter your ProcessMaker account username.

Password * 

Enter your ProcessMaker account password.

Multiple layers of protection, including AES 256 encryption, are in place to keep your password safe. When editing this connection, you must re-enter this value each time; it is stored only when the connection is saved and never displayed as text.

Personal access token * 

Enter your ProcessMaker access token.

Multiple layers of protection, including AES 256 encryption, are in place to keep your token safe. When editing this connection, you must re-enter this value each time; it is stored only when the connection is saved and never displayed as text.

How to retrieve the client ID and client secret

  1. Sign in to your ProcessMaker account.

  2. Enter and navigate to the URL mentioned in Authentication.

  3. Click New

  4. Enter a Name and Description.

  5. Enter the Website.

  6. Enter Celigo integrator.io Callback URL.

  7. Click Register Application.

  8. Copy the Client ID.

  9. Copy the Client secret.

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