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How to install a Shared/Published Automation Integration

Modified on: Thu, Apr 2, 2026 at 4:48 AM

SureDone includes many Shared/Published automations that you can install without building the full configuration from scratch.

A shared automation contains the core logic already. During installation, you usually just review the instructions, enter your account-specific parameters, and choose whether it should start immediately.

What Shared/Published Means

A published automation is a reusable automation that SureDone makes available to multiple accounts. This is useful when the logic is mostly the same for every customer and only values such as credentials, account IDs, locations, or API keys need to vary.

Current Install Flow

In the current UI, installing a shared automation is a three-step wizard:

Instructions
Configure
Install

Step 1: Open Published Automations

Go to Automations and click Install New Automation. This opens the Published Automations list where you can search by vendor or automation name.

Step 2: Open the Automation You Want

Select the published automation you want to install. This starts the install wizard.

Step 3: Review the Instructions

The first step is Instructions.

Note: The Instructions page is simply the automation's markdown/readme content. Some automations include detailed requirements, vendor notes, setup links, and contact information. Others may only include brief setup guidance. The UI does not automatically create fixed sections such as schedule, prerequisites, or contact info.

Step 4: Configure Parameters

The second step is Configure Automation.

If the automation has parameters, you will be asked to fill them in here
If the automation has no parameters, the page will tell you there is nothing to configure
If the automation uses OAuth, this step may explain that authorization happens after installation

Typical parameters include usernames, passwords, API keys, account numbers, warehouse IDs, or other vendor-specific settings.

Step 5: Install

The third step is Install Automation. This page summarizes what will be installed and, for non-OAuth automations, includes a Start immediately checkbox.

Leave Start immediately checked if you want the automation to begin running as soon as it is installed
Uncheck it if you want to install first and enable or test it later

Click Install Automation to finish.

After Installation

Once installed, the automation appears in your Installed Automations list. From there you can use the normal automation tabs such as:

Instructions
Parameters if the automation uses them
Logs
Run
Authorization if the automation requires OAuth