Setting Up Integrations
This guide walks through the process of connecting, configuring, and managing integrations in Vantage.
Integration Types
Vantage supports two types of integration authentication:
| Type | How It Works | Examples |
|---|---|---|
| OAuth 2.0 | Click "Connect," authorize via the service's login page, redirected back | Google Drive, Gmail, Slack, GitHub, Instagram |
| API Key / Credentials | Enter credentials directly in the form | PostgreSQL, MySQL, OpenAI, AWS S3, Stripe |
Connecting an OAuth Integration
- Go to the Integrations page.
- Find the service card (e.g., "Google Drive").
- Click "Connect".
- A popup opens with the service's sign-in page.
- Log in and authorize Vantage.
- You're redirected back — the card now shows "Connected."
Tip: If the popup is blocked, check your browser's popup settings and allow popups from Vantage.
Connecting an API Key Integration
- Go to the Integrations page or Settings → Add Credentials.
- Find the service card (e.g., "PostgreSQL").
- Click "Connect" or "Add Credential".
- Fill in the required fields:
Database Example
| Field | Description |
|---|---|
| Host | Database server address (e.g., db.example.com) |
| Port | Server port (e.g., 5432 for PostgreSQL) |
| Database | Database name |
| Username | Database user |
| Password | Database password |
AI Provider Example
| Field | Description |
|---|---|
| API Key | Your provider's API key (e.g., sk-abc123...) |
- Click "Save" or "Test Connection" to verify.
- The credential is stored and ready to use.
Managing Credentials
Access saved credentials in Settings → Credentials:
| Action | How |
|---|---|
| View all credentials | Navigate to Settings → Credentials |
| Add new credential | Click "Add Credential" |
| Edit credential | Click the edit icon on any existing credential |
| Delete credential | Click the delete icon (⚠️ this will break workflows/tiles using it) |
Credential Dependencies
Before deleting a credential, check which workflows and tiles reference it. Deleting a credential that's in use will cause errors in any dependent resources.
Using Integrations
Once connected, integrations are available in two places:
In Workflows
- Open the Workflow Editor.
- From the Node Library, find the integration-specific node (e.g., "Gmail Send Email", "PostgreSQL Query").
- Drag the node onto the canvas.
- In the Properties Panel, select the credential to use.
- Configure the node settings.
In Dashboard Tiles
- Edit a tile on your dashboard.
- In the Data Source settings, select a connected integration.
- Configure the query or data selection.
Troubleshooting
| Issue | Solution |
|---|---|
| OAuth popup blocked | Allow popups in your browser for the Vantage domain |
| "Invalid credentials" | Verify username, password, host, and port are correct |
| "Connection refused" | Ensure the database server is running and your IP is allowed |
| Integration shows "Disconnected" | OAuth token may have expired — click "Reconnect" |
| Can't find integration | Check if the service is listed on the Available Integrations page |
For a complete guide, see Connecting Integrations.