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Connections — Veldform
======================

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Veldform / Docs

Connections
===========

A connection is a reusable set of API credentials: a base URL plus the authentication that goes with it. You set it up once, and use it everywhere — in [actions](/products/veldform/docs/actions), [payments](/products/veldform/docs/payments) and [API prefill](/products/veldform/docs/custom-apis).

Secrets are encrypted at rest and never sent back to the browser. When you edit a connection, leaving a secret field empty keeps the stored value.

You'll find them under `Veldform` -> `Connections`.

- [Adding a connection](#adding-a-connection)
    - [Service presets](#service-presets)
    - [API key / Bearer token](#api-key--bearer-token)
    - [OAuth2](#oauth2)
    - [Custom API](#custom-api)
- [Using a connection](#using-a-connection)

Adding a connection
-------------------

Click `Add connection`. You can pick a preset for a known service, or set one up by hand.

### Service presets

Presets ask only for what's needed — usually just an API key — and take care of the right headers and base URL for you:

ServiceWhat you needMailchimpAPI key (Mailchimp -> Account -> Extras -> API keys)Kit (ConvertKit)API key (Kit -> Settings -> Developer)ActiveCampaignAccount name + API key (Settings -> Developer)BrevoAPI key (Brevo -> SMTP & API)MailerLiteAPI key (MailerLite -> Integrations -> API)AirtablePersonal access tokenHubSpotPrivate app tokenNotionIntegration secretStripeSecret key, optionally the webhook signing secretMollieAPI keyWordPressSite URL, username and an application passwordNote that Mailchimp, Kit, Stripe and Mollie have dedicated actions. For the other services you point a `Send to external API` action at the connection — see [Custom API's](/products/veldform/docs/custom-apis).

### API key / Bearer token

For any other API with a static key, use the `API key (custom header)` preset (set the header name, e.g. `X-Api-Key`) or the `Bearer token` preset. Both take an optional base URL.

### OAuth2

For APIs that use OAuth2, pick the `OAuth2` option. Both grant types are supported:

- **Client credentials** — fill in the Client ID, Client secret, Token URL and optionally a scope.
- **Authorization code** — additionally fill in the Authorization URL. The edit screen shows the redirect URL you need to register with the provider. Save the connection first, then click `Connect` to go through the provider's consent screen.

Tokens are refreshed automatically.

### Custom API

The `Custom API` option gives you full control: a base URL, an auth type and free-form headers.

Using a connection
------------------

Wherever a connection can be used, you'll get a dropdown to pick one. Service-specific actions (like Mailchimp) only list matching connections, and offer an inline `Connect...` option so you can create one on the spot without leaving the form builder.

Developers can register their own connection presets via the `veldform/connection_presets` filter — see [Action and filter hooks](/products/veldform/docs/hooks).

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