Segment is an API Key based integration and does not require the setup of an app.
Required Credentials of a Linked Account
To successfully connect with the Segment integration, a Linked Account or an end-user will need to provide the following to connect:- Token
To understand how a Linked Account can get the above mentioned credentials, refer below.
Getting Credentials of Segment
To acquire the required credentials and connect a Linked Account, please follow the steps mentioned below:
- Log in to your Segment account.
- In the side menu, navigate to
Settings
>Workspace Settings
and switch to theAccess Management
tab.

- Switch to the
Tokens
tab and click on+ Create Token
button.

The Tokens tab will not be available to you if you are either not on the appropriate plan or provided Credit Card details.
- Provide a Description > Assign Access to the token based on your requirements and click on
Create
. - Copy the Token displayed on your screen.
Copy and store your token somewhere safe as it will be visible only once.

Actions and triggers
In Cobalt, you can create orchestrations of your use-cases using Segment actions and triggers. Following are the set of Segment actions and triggers supported by Cobalt.Card
Card
- Create Card - Create a new card in Segment.
- Update Card - Update a card in Segment.
- Delete Card - Delete a card in Segment.
- Add Comment to Card - Add a comment to a card in Segment.
- Update Comment on Card - Update a comment on a card in Segment.
Board
Board
- Create Board - Create a board in Segment.
- Add Member to Board - Add a member to a board in Segment.
Others
Others
- HTTP Request - Make HTTP API calls to any Segment documented REST APIs.
- Create List - Create a new list in Segment.
- Get Members of an Organization - Get members of an organization in Segment.