FLOWii: connecting

The assistant reads from FLOWii who is writing to it: the contact and the partner, business cases, orders, and events and tasks. It never writes to FLOWii. What exactly it may read, you decide for each mailbox separately. How connections work in draften in general is described on the Integrations page.

What you need

• FLOWii with a paid licence — the FREE licence has no API.
• A FLOWii administrator — only they can set a user's access rights.
• In draften, an owner or manager of the organisation.

In FLOWii

Over the API, FLOWii signs in with a user's e-mail and password plus an API key. So draften needs the user's password — that is why you make a separate user with the narrowest rights for the assistant, not a person's account.

A user with the narrowest rights

1. Open Firma (Company) → Uživatelé (Users) → Nový uživatel (New user). Fill in the first name, the surname and the login e-mail — note it down, draften will need it.
2. Open the new user → the Přístupová práva (Access rights) tab. For the modules the assistant should read, choose Prohlížení (Viewing); for all the others, Zakázaný (Forbidden):
   • Partneři (Partners) — the contact and the partner,
   • Obchodní případy (Business cases),
   • Zakázky (Orders),
   • Události (Events) and Úlohy (Tasks).
3. The user must be active and have a password set. The administrator activates them; the user sets the password at the first sign-in. Every user is a paid licence in FLOWii.

You can save the same rights as a profile and use it again: the cog in the top menu → Nastavení (Settings) → Přístupová práva → Profily (Profiles) → Nový profil (New profile); then choose it for the user in the Profil (Profile) field.

API key

The cog in the top menu → Nastavení → Rozšíření (Extensions) → API → FLOWii REST API. The API klíč (API key) is shown — copy it.

Company id

Only when the user's login reaches several companies. You do not need to look the id up: the connection test in draften lists the companies with their ids.

In draften

1. Open Organisation → Integrations and, in the Integrations card, fill in:
   • System — FLOWii,
   • Name — for example FLOWii - sales,
   • The user's login e-mail — the e-mail of the user from the previous step,
   • Company id (optional) — empty if the user reaches only one company,
   • The user's password and API key.

   Click Add connection. The password and the key are stored encrypted and never shown again.

2. In the connection's row, open the ⋯ menu → Test the connection. In a moment it shows "Connection fine (…), account …" with the company's name. When the user reaches several companies, the test says "The login reaches these companies - put the right one's id into "Company id""; fill in the id and run the test again. Modules the user may not read are listed under "Not available with this token:" (the module names are in Slovak, as FLOWii returns them).
3. In the Which mailboxes may use the connection part, click Grant by a mailbox, tick what the assistant may read and click Save the grant:
   • Contact and partner,
   • Business cases and, under it, Anticipated income,
   • Orders,
   • Events and tasks and, under it, Notes of events.
4. The assistant's editor then adds, in the assistant's Settings → Knowledge, a source of the external system kind and chooses what the assistant really reads — see Connecting a CRM and other systems.

When the user's password changes, the connection stops working. Paste the new password into the fields under New access secret by the connection (the password and the API key) and click Replace; then Test the connection again.

Connection test errors

The test's message is in English, straight from FLOWii or from draften: