Setting Up the Litify Connector

This guide walks you through the steps required to configure the Litify connector.

Prerequisites

• Litify installed and activated
• Docrio integration enabled with a valid Docrio API Key
• Minimum Salesforce API version: v59.0

1. Creating an External Client App

To begin, you must create an External Client App with OAuth enabled in Salesforce.

1. In your Litify Salesforce instance, open the Setup menu (⚙️).
2. Search for App Manager.
3. Click New External Client App.

Complete the following fields:

• External Client App Name – choose any name.
• API Name – auto‑generated.
• Contact Email.

Configure OAuth Settings under API (Enable OAuth Settings):

• Enable OAuth Settings.
• Callback URL: https://authrelay.syncly.io (must be an exact match)
• OAuth Scopes: 
• Manage user data via API (api),
• Perform requests at any time (refresh_token, offline_access)
• Flow Enablement:
• Enable Client Credential Flow
• Security:
• Require secret for Web Server Flow
• Require secret for Refresh Token Flow
• Enable Refresh Token Rotation

Once completed, select save to create your External App.

Retrieve Client Credentials:

• Search for External Client App Manager in Setup.
• Select your External Client App.
• Open the Settings tab and expand OAuth.
• Select Consumer Key and Secret.
• Copy both values for later use.

2. Configuring the Litify Connector

With your External Client App ready, you can now configure the connector.

• Name – Give your connector a name to make it easily identifiable.
• Consumer ID – The Consumer Key from step 1.
• Secret Key – The Consumer Secret from step 1.
• Scope – Pre-filled.
• Refresh Token Lifetime Seconds – Pre-filled.
• Server Address – Your Litify instance URL (e.g., https://litify1.lightning.force.com/).
• Docrio API Key – Pre-filled

Once all details are entered, click Save to add the connector to your list, or Authorize to save and authorize it immediately.