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Documentation Index

Fetch the complete documentation index at: https://docs.cassidyai.com/llms.txt

Use this file to discover all available pages before exploring further.

Secret keys let you securely store sensitive values — like API keys, passwords, and tokens — so you can reference them in Workflow actions without exposing them in plain text. Once created, secret key values are encrypted and never displayed again.
Secret keys are used in Send API Request and Run Code actions within Workflows. They’re ideal for connecting to external APIs that require authentication.

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Create a secret key

1

Open a Workflow action that supports secret keys

In the Workflow builder, add or open a Send API Request or Run Code action.
2

Start creating a key

In the action’s value field (e.g., a header value or code variable), click the + button next to the field. Hover over Insert a Secret Key, then click Create Secret Key.
Send API Request action showing the plus button next to the value field
Dropdown menu with Insert a Secret Key option
Create Secret Key option in the submenu
3

Enter key details

Fill in the following:
  • Name — A descriptive label for the key (e.g., “Stripe API Key”, “HubSpot Token”).
  • Value — The actual secret value (API key, password, etc.). This will be encrypted and hidden after creation.
Secret key creation form showing name and value fields
You won’t be able to view the secret key value after saving. Make sure you’ve copied it correctly before proceeding.
4

Set access permissions

Choose who can use this secret key:
  • Team — Everyone in your organization can use this key in their Workflows.
  • Restricted — Only specific people or groups can use the key. Click Add People/Groups to select who has access.
For restricted keys, you can also set permission levels:
  • Use — Can reference the key in Workflow actions
  • Manage — Can update or delete the key
General Access dropdown showing Team and Restricted options
5

Save

Click Create. The key is now stored securely and available for use.
Your secret key is created. It appears in the secret key picker and can be inserted into any supported Workflow action.

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Use a secret key in a Workflow

Once created, you can insert a secret key into any Send API Request or Run Code action:
  1. Click the + button next to the value field.
  2. Hover over Insert a Secret Key.
  3. Select the key from the list.
The key is inserted as a variable reference — the actual value is never exposed in the Workflow builder or run results.
Secret key available in the variable selector under Insert a Secret Key

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Manage existing keys

To view, update, or delete your secret keys:
  1. In any Workflow action that supports secret keys, click the + button and select Manage Secret Keys.
  2. From the management panel, you can:
    • Rename a key
    • Update the value (you’ll need to enter the new value — the old one can’t be retrieved)
    • Change access permissions
    • Delete a key
Manage Secret Keys panel with filter tabs and list of stored keys
Key options menu showing rename, edit value, update permissions, and delete
Deleting a secret key will break any Workflow actions that reference it. Make sure no active Workflows depend on the key before removing it.

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Next steps

Build a Workflow

Create Workflows that use secret keys for API authentication.

Assign roles and groups

Set up groups to control who can access restricted secret keys.