Litify connector

Prerequisites

Active Litify account
Docrio integration is turned on with an API key
Minimum Salesforce API version: v59.0
System administrator account in Litify

Add the application in the Litify control center

Open the
Setup
menu, search for
App Manager
, and select
New External Client App
.
Complete the following fields:
External Client App Name:
Enter any name (for example, CoCounsel).
API Name:
Auto-generated.
Contact Email:
Enter your contact email address.
Configure OAuth settings under
API (Enable OAuth Settings)
:
Turn on
OAuth Settings
.
Enter the following
Callback URL
: https://authrelay.syncly.io
Add the following OAuth scopes:
Manage user data via API (api)
Perform requests at any time (refresh_token, offline_access)
Under
Flow Enablement
, add
Enable Client Credential Flow
.
Configure security settings:
Require secret for Web Server Flow
Require secret for Refresh Token Flow
Refresh Token Rotation
Select
Save
to create your external app.
Retrieve the client credentials:
Search for
External Client App Manager
in
Setup
.
Select the
External client app
you created.
Open the
Settings
tab and expand
OAuth
.
Select
Consumer Key and Secret
.
Copy both values. You'll use them in the following steps.

Add the Litify connector in CoCounsel

Go to
Admin settings
Integrations
DMS integrations via Syncly
.
Select
New Integration
.
Select
Litify
as your
Connector
.
Fill in the following fields:
Name:
Enter a name to identify the connector, such as Litify.
Consumer ID:
Enter the Consumer Key from the previous step.
Secret Key:
Enter the Consumer Secret from the previous step.
Server Address:
Enter your Litify instance URL (for example, https://litify1.lightning.force.com/).
Docrio API Key:
Enter the key provided during installation. You can request a key at Litify Central.
Leave all other fields as their defaults.
Select
Add connector
. The connector is added with an active state.