Headless Connect Portal

If your app already uses a component library or design system, you may opt to use the Headless Connect Portal, which allows you to connect to your users’ integration accounts with a custom user interface. The Headless Connect Portal provides a fully managed authentication so you don’t need to worry about managing, storing, or refreshing your customers’ credentials.

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Overview

The SDK includes 4 main functions that allow you to use the Headless Connect Portal:

• paragon.getIntegrationMetadata: Returns display and branding information for integrations in your project, including a display name and icon.
• paragon.installIntegration: Prompts the user for third-party authorization details to connect their account. This function should be used when a user expresses intent to install your integration, for example: from a “Connect” button in your integrations catalog.
• paragon.uninstallIntegration: Disconnects the user’s account.
• paragon.getUser: Returns the current state of the user, with their integrations and account statuses.

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Demo

This demo is created based on our tutorial to build an in-app Integrations Catalog, adapted to use the Headless Connect Portal to show a custom UI to connect your users’ integration accounts.

The repository with the completed code is available here:

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Usage

Before adding the Headless Connect Portal, you may want to start by following our tutorial to build an in-app Integrations Catalog. This will use some of the functions above to display a list of integrations and their account state.

Once you have a list of integrations displaying in your app, you can use this UI as a starting point for adding the Headless Connect Portal.

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Displaying Integration Metadata

To display an integration’s metadata, use .getIntegrationMetadata, passing the integrationType as the first argument. This will return an object with the matching integration’s display metadata:

{
    type: 'salesforce',
    name: 'Salesforce',
    brandColor: '#057ACF',
    icon: 'https://cdn.useparagon.com/2.35.0/dashboard/public/integrations/salesforce.svg'
}

You can use this to display info in your integration detail view component (in this example, a modal written with React and MUI):

import {
  Dialog,
  DialogContent,
  DialogContentText,
  DialogTitle,
} from "@mui/material";
import useParagonGlobal from "../hooks/useParagonGlobal";

function IntegrationDetailView({ integrationType, onClose }) {
  const paragon = useParagonGlobal();
  const integration = paragon && integrationType
    ? paragon.getIntegrationMetadata(integrationType)
    : { name: "", icon: "" };

  return (
    <Dialog open={integrationType !== null} onClose={onClose}>
      <DialogTitle>
        <img src={integration.icon} />
        {integration.name}
      </DialogTitle>
      <DialogContent>
        <DialogContentText>
          This is a description of the {integration.name} integration. You can
          customize this text is in your source code.
        </DialogContentText>
      </DialogContent>
    </Dialog>
  );
}

We recommend including:

• The integration icon image, as retrieved from the .icon property.
• The integration’s name, as retrieved from the .name property.
• A short description of what functionality your integration provides. This description should vary for each integration and provide app-specific context.

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Connecting Accounts

To add a Connect button to the Headless Connect Portal and prompt the user to connect an integration account on click, use the .installIntegration function.

.installIntegration accepts the same integrationType argument, so we can pass this parameter through to this function:

<Button onClick={() => paragon.installIntegration(integrationType)}>
  Connect
</Button>

Once this is added, your Integrations Catalog will show the integration authorization when the Connect button is clicked.

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Displaying Account State

To add logic to your Headless Connect Portal to stay in sync with your user’s account state, we can use .getUser and .subscribe.

.getUser returns an object with the user’s account state:

// Example return result from paragon.getUser()
{
    "authenticated": true,
    "userId": "user-id",
    "integrations": {
        "salesforce": {
            "enabled": false,
            "configuredWorkflows": {}
        },
        "slack": {
            "enabled": true,
            "configuredWorkflows": {},
            "credentialStatus": "VALID",
            "credentialId": "81af6717-9476-458d-8c29-f0aee7ce6d12",
            "providerId": "TM7FL705V",
            "providerData": {}
        },
        "hubspot": {
            "enabled": false,
            "configuredWorkflows": {}
        }
    },
    "meta": {}
}

We can use the result of this object to conditionally show a Connect or Disconnect button, depending on the value of user.integrations[integrationType].enabled.

function ConnectButton({ integrationType }) {
  const paragon = useParagonGlobal();
  const { user } = useParagonAuth(paragon);

  if (!user?.authenticated || !integrationType) {
    return null;
  }
  if (!user.integrations[integrationType]?.enabled) {
    // User does not have integration enabled
    return (
      <Button
        variant="contained"
        onClick={() => paragon.installIntegration(integrationType)}
      >
        Connect
      </Button>
    );
  } else {
    // User has integration enabled
    return (
      <Button onClick={() => paragon.uninstallIntegration(integrationType)}>
        Disconnect
      </Button>
    );
  }
}

If you are already using the useParagonAuth hook from the tutorial, the returned user object will automatically stay up-to-date by subscribing to onInstallIntegration and onUninstallIntegration events from the SDK, as shown below:

If you are not using the useParagonAuth hook and are unable to, you can call paragon.subscribe on your own to receive updates, as demonstrated below:

// Adapted from useParagonAuth.ts
function MyComponent() {
  const [user, setUser] = useState<AuthenticatedConnectUser | undefined>();

  // Listen for account state changes
  useEffect(() => {
    const listener = () => {
      if (paragon) {
        const authedUser = paragon.getUser();
        if (authedUser.authenticated) {
          setUser({ ...authedUser });
        }
      }
    };
    listener();
    paragon?.subscribe("onIntegrationInstall", listener);
    paragon?.subscribe("onIntegrationUninstall", listener);
    return () => {
      paragon?.unsubscribe("onIntegrationInstall", listener);
      paragon?.unsubscribe("onIntegrationUninstall", listener);
    };
  }, [paragon]);
}

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Workflows and User Settings

At this time, the Headless Connect Portal does not include SDK functions for displaying workflows and user settings.

However, it is possible to use the API to:

• Get workflows associated with an integration, including their titles and descriptions
• Get integration-specific options for User Settings (like a user’s Salesforce Record Types) directly from the integration provider’s API
• Update User Settings and workflow state