Creating an extended integration for Lucidchart account users

Let Oomnitza be your single source of truth!

Lucidchart is a popular web-based diagramming and visual communication tool. It provides a user-friendly interface for creating, editing and sharing a wide range of diagrams, including flowcharts, process maps, mind maps, org charts, wireframes, and more.

The Lucidchart User Load uses the List Users API. For further information, see Lucid Developer Docs: List Users.

You'll get complete visibility of your users as data from Lucidchart Account is automatically transformed into consumable information and actionable insights.

Connect Oomnitza and Lucidchart Account in minutes

Get the information and insights that you need to reduce costs and the time that you spend on administration tasks such as:

• Configurable dashboards and list views of key user information
• Configurable reports to share information about users with your colleagues and management

Navigation

Add credentials

Create the user integration

Create workflows

Information
Have a Lucidchart enterprise account? Get SCIM enabled, and you can use the Extended Connector Integration for Lucidchart Users. You'll get more information about your users and you can take advantage of Oomnitza presets to automate tasks such as deactivating and deleting SaaS users.

Before you start

Best practice
For the integration with Oomnitza, create a dedicated user account.

Lucidchart Client ID and Secret

For the integration with Oomnitza, you'll need your Lucidchart Client ID and Secret. You can obtain your Client ID and Secret from the account's Lucid team administration page. Register the following redirect URI on that page https://generic-oauth2-proxy.oomnitza.com/oauth2/redirect_url 

Note
Registering a new application requires Team Admin permissions for the Lucid account.

API scopes

When adding your Client ID and Secret to Oomnitza, you will need to supply the following scopes: account.user offline_access.

If you plan to create a workflow using the LucidChart Account Transfer Content present, you should also add the account.user.transfercontentscope.

API version

When you create the user integration, you'll need to supply your API version. Enter the value 1, which represents the latest version of the API at the time of writing. Refer to the Lucid Developer Docs: List Users API documentation for the latest version information.

Lucidchart links

Lucid Developer Docs: List Users. For details on the API and scopes required for this request.

  OAuth 2.0 authentication

 Request your client ID and secret. You must log in to your account to complete this action.

Add credentials to the vault in Oomnitza

To authorize connections between Oomnitza and Lucidchart Accounts, complete these steps:

1. In Oomnitza, click Configuration > Security > Credentials.
2. Click Add new credential (+).
3. Search for the integration, and then click the forward arrow > to select the integration. 
4. Enter your client credentials and any other additional information.
5. Click Authenticate. You are prompted to log in to authorize your request.
6. Click CREATE.

1. On the INFORMATION tab, complete these actions:
   1. Add the name of the credential such as Lucidchart Account Users.
   2. Add the name of the owner. 
2. On the AUTHORIZATION tab, complete these actions:
   • Ensure that OAuth 2.0 is selected as the Authorization type.
   • Ensure that Lucidchart is selected from the SaaS list.
   • Enter your client ID and secret.
   • Supply the following scopes: account.user offline_access
3. Click CREATE.

Next

You use the credentials that you added to create and customize your integration with Oomnitza.

Create the user integration

1. In Oomnitza, click Configuration > Integrations > Overview.
2. Click Block view .
3. On the Integrations page, scroll down to the Extended section for user integrations.
4. Click NEW INTEGRATION.
5. In the sidebar, search for the integration.
6. Click ADD.

Integration details overview

More information is provided about the following fields to help you complete the integration:

• User only. Add user records.
• User plus SaaS user. Add user and SaaS user records. 

The benefit of adding SaaS user records is that you can run a workflow to validate the status and activity of SaaS users and retrieve information such as the role of the SaaS user. The information that can be retrieved depends on whether SaaS user workflows are available for the integration. 

Installation types

• Cloud. Store credentials in the Oomnitza cloud.
• Local. Store credentials locally. If you want to sync Oomnitza with vendor applications that require AWS or OAUTH authentication, select cloud as the type of installation. Local installations don't support AWS and OAuth authentication. 

Integration preferences

• Create & Update. Add and update records.
• Create only. Add records.
• Update only. Update records.

Editing the integration details

1. Click Edit .
2. Make your changes.

Editing the credential details

If you selected Cloud as the installation type, choose one of the following options:

• Select the credentials that were created for the integration.
• Edit the credentials that were created for the integration.
• Create new credentials

Scheduling the integration

By default, data is synced once every day. Change the interval or the time so that the data is streamed when your system isn't busy.

1. Click Edit .
2. Make and save your changes.

Mapping fields to Oomnitza

To map the fields to Oomnitza, click Edit .

  Selecting Edit integration to add rules for syncing data. Filtering integration results.  
 

You can add new fields to your integration by selecting Add new field   on the mapping page. 
Creating custom API fields. 

Creating custom mappings

Map the Lucidchart Account fields to Oomnitza fields and create custom mappings to get the user information that you need.

Complete these actions:

1. Click Smart Mapping to automatically detect appropriate mapping fields. Values from the integration can also be dragged to the appropriate field on the Oomnitza side, or selected from the integration field dropdown.
2. Create custom mappings to map the Lucidchart fields that you want to add to Oomnitza:
   1. Click the down arrow on the field that you want to map.
   2. Select Add new Oomnitza users field.
   3. Change the name of the field. For example, you can change the name of the Name field to Lucidchart Name.
   4. Click CREATE. 
3. Ensure that the Email is mapped to the Email field on the Oomnitza side (required for integration).
4. Ensure that the Username is mapped to the Username field on the Oomnitza side (required for integration).
5. Select the Role field on the Oomnitza mapping side.
6. Choose a suitable role from the list (a defined role is necessary for the integration)
7. Assign a sync key to a unique field, such as the Email.
8. Click UPDATE.

Custom Lucidchart Account to Oomnitza mappings

The following Lucidchart Account fields can be mapped to Oomnitza:

• Account Id
• Connector Sync Time
• Email
• Name
• Roles List
• User Id
• Username

Launching the integration

Your integration is in Draft mode until the required mandatory fields are added. When added, click Launch to activate your integration. 

If you selected Cloud as the installation type when creating the integration, see Running an extended integration

If you selected Local as the installation type when creating the integration, see Running an extended integration locally.

Viewing data ingested by Oomnitza

Viewing ingested asset data

For asset integrations, click Hardware. If the asset integration also ingests software data, click Software.

Viewing ingested user data

For user integrations, click People. If you chose the option to ingest User and SaaS user data, click Software > SaaS, click the SaaS app, and then click the Users tab. 

Related Links

• Running an extended integration
• Troubleshooting integrations
• Mapping extended integrations

Creating workflows

To create a workflow, you must complete these steps:  

1. Click Configuration > Workflows and click Add (+).
2. Select an object from the list. The object you choose will determine the destination of the workflow's response data and the data that will trigger the workflow. For instance, if you select a People workflow, user-related information will be used as the trigger for the workflow, and the response data will be sent to the People page.
3. Next, edit the Begin Block and add rules to trigger the workflow. For example, in a People workflow, you can set the Actions to Schedule and add a rule such as Email Equals <EmployeeEmail> to fetch a user matching a specific email at a designated time. For detailed instructions, refer to the documentation on Using the Begin block. 
4. Drag and drop the API block onto the Sandbox.
5. Click Edit on the API block and enter LucidChart in the search field. 
6. Select a preset from the list below. To choose a preset, click the forward arrow (>).
   
   • LucidChart Account Transfer Content
   • LucidChart Account Create User
   • LucidChart Account Get User Details
7. Select the credentials that you created earlier.
8. Enter any mandatory information when prompted.
9. Select Advanced Mode.
10. Select the Response tab. You can map the entire response by placing {{response}} in the Response field and mapping it to a custom long text Oomnitza field, such as API Response. Once you have the entire response, you can then parse the JSON response values to custom Oomnitza fields, as per the example below.
11. Connect the Blocks. 
12. Save, validate, and activate your workflow.

Using the LucidChart Account Transfer Content preset

The LucidChart Account Transfer Content preset allows administrators with Enterprise licenses to transfer ownership of Lucid documents and objects from one user to another on the same account. The transfer includes documents, folders, custom shape libraries, and Lucidscale objects. After the transfer, the From User loses ownership, and both users receive email notifications.

The endpoint used in this preset has a rate limit of 30 requests per 5 seconds and the account.user.transfercontent scope is required to run this workflow. The preset does not delete or delicense the From User.

Lucid Developer Docs: Transfer User Content

Using the LucidChart Account Create User preset

The LucidChart Account Create User preset allows administrators with Enterprise licenses to create a new user and add them to the authenticated account.

The preset itself does not perform the automatic assignment of licenses. The behavior of automatically assigning a user to a license in the preset depends on your account's auto-licensing settings. 

Lucid Developer Docs: Create User

Using the LucidChart Account Get User Details preset

The LucidChart Account Get User Details preset retrieves information about the requested user. The requested user must be on to the authenticated account.

The user to be retrieved is referenced in the Advanced Mode > Information tab in the property{{LucidChart_user_id}}.

Lucid Developer Docs: Get User

Reference articles for workflows

• Mapping positive and negative responses
• Troubleshooting workflows 
• Using the API block

Unleash the power of Oomnitza

To get valuable actionable insights that help you manage your assets, learn how to:

• Configure dashboards for your users and software
• Configure custom reports about your users and software
• Create workflows to automate tasks

 Getting started