Rootly

About Rootly

Rootly is an incident management platform that helps teams respond to and resolve incidents faster with automated workflows, status pages, and retrospectives.

What the Rootly integration enables

Capability	Description
Automation workflows	Create and manage incidents, alerts, and retrospectives through Rootly’s API
Incident Management	Automate incident creation, updates, and resolution workflows

Anything defined in the Rootly API can be accessed through Serval.

Rootly Configuration

To connect Rootly to Serval, you’ll need to create an API token in Rootly. Rootly supports three types of API keys, each with different permission scopes:

API Key Type	Permissions
Global API Key	Global API Keys are assigned On-Call and Incident Response role when they’re generated. The assigned role’s permissions control the key’s permissions. Global API Keys are able to interact with all entities within your Rootly instance.
Team API Key	Team API Keys inherit the same permissions of a Team Admin. They have full read and edit access to any Rootly entity that team owns, such as the team’s Schedules and Escalation Policies.
Personal API Key	Personal API Keys inherit the permissions of the user who created the API key.

1. Prerequisites

1. Permissions – You must have appropriate role permissions in Rootly (Admin for Global keys, Team Admin for Team keys, or user access for Personal keys)
2. Rootly Web UI access – API keys can only be generated from the web interface
3. Organization access – Ensure you’re creating the key in the correct Rootly organization

2. Create an API Key

1. Sign in to Rootly and click the Organization dropdown in the top navigation
2. Select Organization Settings from the dropdown menu
3. Navigate to API Keys in the settings menu
4. Click Generate New API Key
5. Select the API Key Type that matches your integration needs:
   • Global API Key – For organization-wide access and automation
   • Team API Key – For team-specific workflows and entities
   • Personal API Key – For user-scoped automation
6. Provide a descriptive name for the key, e.g., “Serval Production Integration”
7. Click Generate or Create to create the key
8. Important: Copy the token value immediately - it will only be displayed once
9. Store the token securely in your secret management system

Security Note: Treat API tokens like passwords. They provide access to your Rootly account based on their scope and should be stored securely and rotated regularly.

Serval Configuration

Once you have your Rootly API token, follow these steps to connect it to Serval.

1. In Serval, navigate to Apps → Available → Rootly → Connect

2. Enter the following:

   Field	Description
   Instance Name	Friendly name for the Rootly instance (e.g., “Production Rootly”)
   API Key	The API token you created above

3. Click Save to complete the connection