Ivo Service Account

Last updated: September 24, 2026

If the Ivo connection uses a personal account, the workflow depends on that person: if their account is deactivated, the workflow breaks. For durable automations, connect Ivo through a service account instead:

Step	Action
1	Go to Settings > Automation > Service Accounts and click Add Service Account (this area requires user-management permission). Assign the roles and teams the account needs.
2	Open the account you just created, click New API Key, generate it, and copy the key: store it securely, as it's shown only once.
3	On the Integrations page, connect the Ivo integration, choose API key as the connection type, and paste the key.

Workflows using that connection now run as the service account, independent of any individual user.