Checklist

Documentation Index

Fetch the complete documentation index at: https://docs.refold.ai/llms.txt

Use this file to discover all available pages before exploring further.

If you have followed the Implementation Guide completely, your application is ready for deployment. The following checklist is focused list of recommendations to validate that your application is ready for deployment. This will ensure a seamless experience for your customers, make your integration more robust and secure, and set you up for success when you launch into production.

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Integrate Refold Auth flow

Refold auth flows lets your users connect their integration accounts. It stores the credentials securely and lets you make authorized API calls on your users’ behalf.

• Integrate Refold auth flows into your application’s frontend. It should be displayed as a part of your onboarding flow, preferably behind an authentication login.
• Create Session Tokens for your linked accounts.

Design a seamless connection experience

• Create a smooth frontend to display the integrations to your customers.
• Create a Linked Account for the user whenever he signs up to the platform.
• Display Auth text to your customer when they want to connect to an integration. If the application is key-based, provide them the instructions to get the API Key.

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Configure Integration

Configure the integration that you want to enable for your customers, correctly in the Refold Dashboard.

• Ensure that the correct Client ID and Client Secret are used in the OAuth app Setup.
• Check if the Callback URL provided by Refold has been added to your OAuth app.
• The scopes selected in the OAuth app should be correct for the actions that you want to perform.

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Integrate Refold API or SDK

Following steps are recommended to build a resilient integration using the API or SDK.

• Integrate the Refold APIs or SDKs for Listing Applications, Config etc. into your application’s backend.

Handle Responses

• Parse through the response received and use the required fields from it.

Handle Errors

• Your application should be able to handle errors you may receive from API Call or SDK Method call.
• Handle Re-Authentication of users if required for any application.

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Workflows implementation

It is necessary to ensure that the Workflows created for your users are logically optimal and are able to provide the required functionality.

• Ensure that the Workflow created is optimized and can provide the required functionality covering all the cases with minimum no. of nodes.
• Workflow Failures and error cases are properly handled on your platform.
• Check if the access of a workflow is provided to the required Linked accounts or not using the Access Control.

Actions and Triggers of the Workflow For a workflow, it is essential that the correct information is read and write.

• The payload created in Events should be such that all the required information is available in it.
• The workflow should be able to provide proper information for the API Proxies to read.

Testing Workflows

• All the nodes of a workflow should be tested and the errors should be handled.
• Workflow testing will make sure that the Workflow is able to provide the required functionality.

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Test the integration and go live

Before going live, it is valuable to know the test scenarios for your Refold integration.

• An integration involves different test scenarios which should be thoroughly tested.
• Some integrations provide free Sandbox/trial accounts which should be used for testing before going live.

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Support

The following steps will ensure you and your team is set up for success once your Refold integration has gone live.

• You can contact Refold Support either by sending an email to integrations@gocobalt.io, or @Cobalt Support if you have a shared Slack channel with Refold.