Create a Gmail Connection

 

Create a Connection to a Gmail in Hero Platform_

  1. Open Hero Platform_.
  2. Open Integration from the navigation menu and select Connections.
  3. Click Create New Connection.

  4. Give the Connection a name and select Gmail from the drop-down list for Connection type.


  5. The Google Connection details screen pops up with fields that need to be configured.
    In order to configure the fields, you must set your Google account OAuth security to recognize Hero Platform_.

    Learn more about OAuth Authentication at https://developers.google.com/identity/protocols/OAuth2


    Setting up your Google OAuth authentication and authorization:

    Go to https://console.developers.google.com with the Google account which you want to use as a Connection in Hero Platform_.

    If this is your first time using the Google Cloud Platform. Agree to the terms of service, enter your country of residence, and click AGREE AND CONTINUE.



    Create a Project for the Hero Platform_ app:

    Click on APIs & Services and then Credentials from the menu on the left.

    Click CREATE PROJECT 

    (If you wish to use an existing project, you can skip the next steps on creating a new Google project.)

    Enter a Project name and select an Organization and Location.

    Click CREATE.

    Click the CREATE CREDENTIALS drop-down menu and select OAuth client ID.


    Click CONFIGURE CONSENT SCREEN to continue creating an OAuth client ID.

    Select a User Type and click CREATE.

    Enter an App name, user support email, and developer contact email address.

    Click SAVE AND CONTINUE.

    Add any required scopes and click SAVE AND CONTINUE.

    Review the summary and click BACK TO DASHBOARD.

    Again, click the CREATE CREDENTIALS drop-down menu and select OAuth client ID.

    Select Web application for the application type.

    Enter a name for the app.

    Enter your Hero Platform_ redirect URI for the OAuth 2 setting.

    Example:

    Your Hero Platform_ instance URLRedirect URI to enter for the redirect URI
    https://12e4ef-u5uy67.cloud.automationhero.aihttps://12e4ef-u5uy67.cloud.automationhero.ai/oauth2

    Click CREATE.

    Your client ID and client secret are displayed. 

    Click on OAuth consent screen from the navigation menu.

    If the publishing status is set to Internal, click MAKE EXTERNAL.

    Select a publishing status and click CONFIRM.

    The publishing status is now set to In production. 

  6. After you have the client ID, client secret, and have the redirect URI set in your Google console, you can configure the rest of the Hero Platform_ Connection details.
    Enter the Client Id, Client secret, and Google app scopes (if applicable).

    Google app scopes can be found on https://developers.google.com/gmail/api/auth/scopes

    They are authorization scopes that express the permissions you request users to authorize for your app.


  7. Once all detail fields have been configured. Click Sign in with Google.

  8. Confirm the Google account you are using and then click Allow to create the connection with Hero Platform_.

    If you receive the error message below, your Google mail API has not yet been enabled.

    Copy the URL in the 3rd line of the error message and paste it into your browser.

    Enable your Google mail API by clicking ENABLE.

  9. Click Test connection. A confirmation message is displayed if the connection has been established with your Google account.

  10. Click OK to finish saving the Connection in Hero Platform_.

Refreshing Token FAQs

http://usefulangle.com/post/51/google-refresh-token-common-questions