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Integrations & API Keys

Connect your Trust Center with external systems, manage API keys, and automate compliance workflows

Integrations & API Keys

The Integrations system allows you to connect your Trust Center with external platforms, automate compliance workflows, and manage API access securely. Create and manage API keys, configure webhooks, and integrate with popular compliance tools.

What You'll Learn

  • How to create and manage API keys
  • Setting up external integrations
  • Configuring webhook notifications
  • Managing API access permissions
  • Monitoring integration health and usage

Prerequisites

  • Admin role required for full integration management
  • Account Manager role can view and use existing integrations
  • Access to the Trust Center Admin interface
  • Understanding of REST API principles for advanced features

Integrations Overview

The main integrations dashboard provides centralized management of all external connections, API keys, and automated workflows.

Integrations Overview The integrations dashboard showing API keys, webhook configurations, and system connections

Key Features

🔑 API Key Management

  • Create, rotate, and revoke API keys securely
  • Set granular permissions and scopes
  • Monitor API usage and rate limits
  • Track key usage across applications

🔗 External Connections

  • Connect with compliance platforms (Drata, Vanta, etc.)
  • Integrate document management systems
  • Sync with identity providers (SSO)
  • Link analytics and monitoring tools

📡 Webhook Configuration

  • Real-time event notifications
  • Custom payload formatting
  • Retry logic and error handling
  • Event filtering and routing

🛡️ Security Controls

  • Role-based access permissions
  • IP address restrictions
  • Rate limiting and throttling
  • Audit logging and monitoring

API Key Management

Creating API Keys

API Key Types

API Key Categories: - Read-Only: Access to view data without modifications - Read-Write: Full access to create, update, and delete resources - Admin: Complete administrative access including user management - Webhook: Special keys for incoming webhook authentication

Key Characteristics:

  • Unique Identifiers: Each key has a unique ID and secret
  • Scoped Permissions: Granular control over accessible resources
  • Expiration Dates: Optional automatic expiry for enhanced security
  • Usage Tracking: Monitor requests, rate limits, and performance

Key Management Operations

Creating Keys:

  1. Click "Create API Key" to start the creation wizard
  2. Choose Key Type based on intended usage
  3. Set Permissions for specific resources and actions
  4. Configure Restrictions including IP whitelist and expiry
  5. Generate Key and securely store the secret
  6. Test Integration with provided examples

Key Rotation:

  • Scheduled Rotation: Automatic key renewal on schedule
  • Manual Rotation: On-demand key regeneration
  • Graceful Transition: Overlap period for seamless updates
  • Notification System: Alerts before expiry

Security Features:

  • IP Restrictions: Limit access to specific IP addresses
  • Rate Limiting: Prevent abuse with request limits
  • Audit Logging: Track all API key activities
  • Revocation: Instant key deactivation when needed

External System Integrations

Compliance Platform Connections

Supported Platforms:

  • Drata: Sync compliance evidence and controls
  • Vanta: Automated compliance monitoring
  • SecureFrame: Security framework management
  • Tugboat Logic: GRC platform integration
  • OneTrust: Privacy and data governance

Integration Benefits:

  • Automated Evidence Collection: Sync certificates and documents
  • Real-time Status Updates: Compliance posture synchronization
  • Reduced Manual Work: Eliminate duplicate data entry
  • Centralized Reporting: Unified compliance dashboard

Document Management Systems

Supported Systems:

  • SharePoint: Microsoft document library sync
  • Google Drive: Cloud document synchronization
  • Box: Enterprise content management
  • Dropbox Business: Team document sharing
  • AWS S3: Scalable document storage

Sync Capabilities:

  • Bi-directional Sync: Changes reflected in both systems
  • Selective Sync: Choose specific folders or documents
  • Metadata Preservation: Maintain document properties
  • Version Control: Track document changes and history

Identity Provider Integration

Single Sign-On (SSO):

  • SAML 2.0: Industry-standard SSO protocol
  • OAuth 2.0: Modern authentication framework
  • OpenID Connect: Identity layer on OAuth 2.0
  • LDAP/Active Directory: Enterprise directory services

Benefits:

  • Streamlined Access: Single login for all systems
  • Enhanced Security: Centralized authentication
  • User Provisioning: Automatic account creation
  • Audit Trail: Comprehensive access logging

Webhook Configuration

Event Notifications

Webhook Events: - Account Created: New customer account registration - Document Uploaded: New compliance document added - Access Granted: Document access permission changes - Certification Updated: Certificate renewals or changes - User Invited: New team member invitations

Webhook Setup:

  1. Configure Endpoint: Set destination URL for notifications
  2. Select Events: Choose which events trigger notifications
  3. Format Payload: Customize notification content
  4. Set Authentication: Secure webhook with signatures
  5. Test Delivery: Verify notifications are received
  6. Monitor Health: Track delivery success rates

Payload Customization

Standard Payload:

{
  "event": "account.created",
  "timestamp": "2025-01-15T10:00:00Z",
  "data": {
    "account_id": "acc_123",
    "name": "Acme Corporation",
    "status": "active"
  },
  "signature": "sha256=..."
}

Custom Fields:

  • Add additional context data
  • Include computed values
  • Filter sensitive information
  • Format for target system requirements

Monitoring and Maintenance

Integration Health

Status Monitoring:

  • Connection Status: Real-time connectivity checks
  • API Response Times: Performance monitoring
  • Error Rates: Track failed requests and issues
  • Usage Metrics: Monitor API call volumes

Alerting System:

  • Downtime Alerts: Notification when services are unavailable
  • Error Thresholds: Alerts when error rates exceed limits
  • Usage Warnings: Notifications approaching rate limits
  • Security Events: Suspicious activity detection

Performance Optimization

Best Practices:

  • Efficient Polling: Use webhooks instead of constant polling
  • Batch Operations: Group multiple operations for efficiency
  • Caching Strategy: Implement appropriate caching mechanisms
  • Rate Limit Management: Respect and optimize API limits

Troubleshooting:

  • Connection Issues: Verify network connectivity and credentials
  • Authentication Errors: Check API key validity and permissions
  • Rate Limiting: Implement backoff strategies for limits
  • Data Sync Problems: Validate data formats and mappings

Security and Compliance

Security Best Practices

Security Requirements: - Store API keys securely (never in code repositories) - Use HTTPS for all API communications - Implement proper error handling and logging - Regularly rotate API keys and credentials - Monitor for suspicious activity patterns

Access Control:

  • Principle of Least Privilege: Grant minimum required permissions
  • Regular Audits: Review and update access permissions
  • Key Rotation: Implement regular key rotation policies
  • Monitoring: Track all API usage and access patterns

Compliance Considerations

Data Privacy:

  • Data Minimization: Only sync necessary information
  • Encryption: Ensure data is encrypted in transit and at rest
  • Regional Compliance: Respect data residency requirements
  • Audit Trails: Maintain comprehensive activity logs

Common Tasks

Troubleshooting

Common Integration Issues

Authentication Problems:

  • Invalid Keys: Verify API key is active and not expired
  • Permission Errors: Check key has required scopes
  • IP Restrictions: Ensure requests come from allowed addresses
  • Header Format: Verify correct authentication header format

Connection Issues:

  • Network Connectivity: Test basic connectivity to endpoints
  • SSL/TLS Problems: Verify certificate validity and compatibility
  • Firewall Rules: Check if requests are blocked by security policies
  • DNS Resolution: Confirm endpoints resolve to correct addresses

Data Sync Problems:

  • Format Mismatches: Verify data formats match expected schemas
  • Rate Limiting: Implement proper backoff for rate-limited requests
  • Timeout Issues: Adjust timeout settings for large operations
  • Duplicate Detection: Implement idempotency for repeated operations

Next Steps


Need help with integrations? Check our developer documentation or contact our technical support team for implementation assistance.

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