Welcome to Zuora Product Documentation

Explore our rich library of product information

Add an authentication provider for Workflow

Configure a new authentication provider in Workflow, including basic information and authentication type settings.

  1. Open the Authentication Providers page.
  2. Click Add New.
    The Add New Authentication Provider dialog opens.
  3. In the Basic Information section, configure the following fields:
    1. Name – Name of the authentication provider that appears in lists.
    2. Service Name – Label describing the service this provider is for (for example, billing-api, s3-reports).
    3. Description (optional) – Free-text description of how and where this provider is used.
    4. Active – Toggle to control whether this provider is currently active. Inactive providers remain defined but are not used for new calls.
  4. In the Authentication Type section, configure the following fields:
    1. Authentication Type – Select the authentication scheme for this provider.
      Supported types include Basic Auth and OAuth 2.0. OAuth 2.0 providers created here can be reused in supported Workflow integrations, including external SMTP configuration when OAuth is used. The available credential fields depend on the selected type.
    2. If you select Basic Auth, configure the credentials section.
    3. Username – Username for the target service.
    4. Password – Password for the target service.
  5. After completing the fields, save the provider.