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Many web portals that host complex forms — insurance carrier portals, healthcare systems, government sites — require two-factor authentication. Simplex handles 2FA automatically so your workflows can log in and fill forms without manual intervention.

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Adding 2FA to your workflow

Simplex offers three ways to authenticated with 2FA: Seed, Email, and Text. In the Settings page, you can click + Add Config in the Two-Factor Authentication section.

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Seed

You can get this 2FA code from the QR codes that you would put in a Google Auth or Duo app. You should take a screenshot of the QR code, then put it into Google images. You’re looking for the “seed” or “secret” parameter (example below).

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Email

We can integrate directly with your existing PCI compliant data store to pull email and password tokens, and decrypt them on our containers through a custom microservice. Contact us on Slack if you need this.

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Text

We can spin up Twilio phone numbers for you that we pull 2FA codes from. Contact us on Slack if you need this.

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Integrating 2FA configs into your agent

For all of three methods above (Seed/Email/Text), the Simplex agent in the Editor will have access to all the 2FA configs you’ve created, and will select a 2FA code to use programmatically, so when you run the workflow in production, the workflow will programmatically select the correct 2FA config.