- Overview
- About the Integration Service Activities
- Configure Connection Wizard
- Using the WHERE property in LIST activities
- Act! 365
- ActiveCampaign
- Adobe Acrobat Sign
- Adobe PDF Services
- Amazon Bedrock
- Amazon Connect
- Amazon Polly
- Amazon SageMaker - Preview
- Amazon SES
- Amazon Transcribe
- Anthropic Claude
- Asana
- AWeber
- Azure Maps
- BambooHR
- Box
- Release notes
- About the Box activity package
- Project compatibility
- Add Shared Link to File
- Add Shared Link to Folder
- Search for Content
- Cancel Sign Request
- List Sign Requests
- Create Sign Request
- Resend Sign Request
- Copy File
- Delete File
- Download File
- Get File Info
- Get Folder Items
- Upload File
- Copy Folder
- Create Folder
- Delete Folder
- Delete Record
- Get Record
- Insert Record
- Replace Record
- List All Records
- Brevo
- Calendly
- Campaign Monitor
- Cisco Webex Teams
- Citrix ShareFile
- Clearbit
- Confluence Cloud - Preview
- Constant Contact
- Coupa
- Customer.io
- Datadog
- Deputy - Preview
- Discord - Preview
- DocuSign
- Drip
- Dropbox
- Dropbox Business
- Egnyte - Preview
- Epic FHIR R4 - Preview
- Eventbrite
- Exchangerates
- Expensify
- Facebook
- Freshservice
- Freshbooks
- Freshdesk
- GetResponse
- GitHub
- Google Maps
- Google Speech-to-Text - Preview
- Google Text-to-Speech
- Google Vertex
- Google Vision - Preview
- GoToWebinar
- Release Notes
- About the GoToWebinar activity package
- Project Compatibility
- API References
- Delete Webinar
- Get Webinar
- Get Webinar Meeting Times
- Get Webinar Registrant
- Get Webinar Start URL
- List Account Webinars
- List All In Session Webinars
- List All Webinar Attendees
- List All Webinar Registrants
- List All Webinars
- Quick Create Webinar
- Quick Update Webinar
- Search Recording Assets
- Delete Record
- Get Record
- Insert Record
- List All Records
- List Records
- Greenhouse
- Hootsuite
- HTTP Webhook
- Hubspot CRM - Preview
- About the Hubspot CRM activity package
- Project Compatibility
- Invoke Operation
- Update File
- Upload File
- Delete Record
- Get Record
- Insert Record
- List All Records
- List Records
- Update Record
- Upsert Record
- Find First Record
- Create Association
- Get Company
- Create Company
- Update Company
- Get Contact
- Create Contact
- Update Contact
- Get Deal
- Archive Deal
- Get Product
- Create Product
- Update Product
- Hubspot Marketing - Preview
- About the Hubspot Marketing activity package
- Project Compatibility
- Invoke Operation
- Delete Record
- Get Record
- Insert Record
- List All Records
- Update Record
- Replace Record
- Get Company
- Create Company
- Update Company
- Get Contact
- Create Contact
- Update Contact
- Update File
- Upload File
- Add Contact to List
- Create List
- Get Contact List
- List All Contact Lists
- List All Contacts in a List
- Update List
- Technical References
- IBM WatsonX
- iContact
- Insightly CRM - Preview
- Intercom
- Jira
- Keap
- Klaviyo
- LinkedIn
- Mailchimp
- MailerLite
- Mailgun
- Marketo
- Microsoft Azure OpenAI
- Microsoft Dynamics CRM
- Microsoft Sentiment
- Microsoft Teams
- Release Notes
- About the Microsoft Teams activity package
- Project Compatibility
- Create Channel
- Invite Member to Channel
- List All Channels
- Send Individual Chat Message
- Reply to a Channel Message
- Send Channel Message
- Send Group Chat Message
- Delete Record
- Get Record
- Insert Record
- List All Records
- Update Record
- Get Channel by Name
- Get Individual Chat
- Get Team by Name
- Invite User to Team
- List All Channel Messages
- List All Chat Messages
- List All Team Members
- Microsoft Translator
- Microsoft Vision
- Miro
- Okta
- OpenAI
- Oracle Eloqua
- Oracle NetSuite
- Release Notes
- About the Oracle NetSuite activity package
- Project Compatibility
- Delete Record
- Get Record
- Insert Record
- List All Records
- Update Record
- Create Basic Company Customer
- Create Basic Company Vendor
- Create Basic Contact
- Create Basic Individual Customer
- Create Basic Individual Vendor
- Create Basic Support Case
- Update Basic Company Customer
- Update Basic Company Vendor
- Update Basic Contact
- Update Basic Individual Customer
- Update Basic Individual Vendor
- Update Basic Support Case
- Customer Created
- Customer Updated
- Record Created
- Record Updated
- Support Case Raised
- Support Case Updated
- Vendor Created
- Vendor Updated
- Paypal
- PDFMonkey
- Pinecone
- QuickBooks Online
- Quip
- Salesforce
- Salesforce Marketing Cloud
- Release Notes
- About the Salesforce Marketing Cloud activity package
- Project Compatibility
- Salesforce Marketing Cloud Scope
- Invoke Operation
- Delete Record
- Get Record
- Insert Record
- Update Record
- List Records
- List All Records
- Create Campaign
- Delete Campaign
- Get Campaign
- List All Campaigns
- Create Contact
- Delete Contact
- List All Contacts
- Update Contact
- Create Journey (Basic)
- Delete Journey
- Get Journey
- List All Journeys
- Update Journey
- Create List (Basic)
- Delete List
- Get List
- List All Lists
- Update List
- SAP Build Process Automation - Preview
- SAP Cloud for Customer
- SAP Concur
- SendGrid
- ServiceNow
- Release Notes
- About the ServiceNow activity package
- Project Compatibility
- Troubleshooting
- Create New Incident
- Create Incident Task
- List All Incidents
- Update Incident
- Add Attachment
- Download Attachment
- Get Incident Task
- Get Attachment
- List All Attachments
- List All Incident Tasks
- Update Incident Task
- When an Event Happens
- Delete Attachment
- Delete Record
- Get Record
- Insert Record
- List All Records
- Update Record
- Incident Created
- Incident Updated
- Incident Task Created
- Incident Task Updated
- Record Created
- Record Updated
- Shopify
- Slack - Preview
- About the Slack activity package
- Project Compatibility
- Create Channel
- Invite Users to Channel
- List All Channels
- Remove User from Channel
- Get File Info
- Send File to Channel
- Send Message to Channel
- Send Message to User
- Send Reply
- Send Button Response
- Add or Replace Users of User Group
- Create User Group
- Get User by Email
- List All User Groups
- List All Users
- Set Channel Topic
- Join Channel
- Archive Channel
- Create Group Direct Message
- Get Channel Info
- Button Clicked
- SmartRecruiters
- Smartsheet
- Release notes
- About the Smartsheet activity package
- Project compatibility
- Attach URL to Sheet
- Add Column
- Update Column
- Add Row
- Update Row
- Get Sheet
- List All Sheets
- Attach File to Comment
- Search Everything
- Update Sheet
- Create Sheet from Template
- Send Sheet Via Email
- List All Folders
- Download Attachment
- Attach File to Row
- Attach URL to Row
- Attach File to Sheet
- List All Workspaces
- List All Attachments
- Delete Row
- Download Sheet
- Search Sheets
- Insert Record
- Get Record
- List All Records
- Delete Record
- Snowflake
- Stripe
- Sugar Enterprise
- Sugar Professional
- Sugar Sell
- Sugar Serve
- TangoCard
- Todoist
- Trello
- Twilio
- UiPath GenAI Activities - Preview
- X (formerly Twitter)
- WooCommerce
- Workable
- Workday
- Youtube
- Zendesk
- Zoho Campaigns - Preview
- Zoho Desk
- Zoho Mail - Preview
- Zoom
- ZoomInfo
Configure Connection Wizard
This page discusses the difference between robot connections and design connections.
The Robot Connection is the connection used when the process executes or runs.
The Design Connection is used only at the design time of a process in Studio when you are configuring the activities and they need to connect to the remote service to get a list of objects or object properties. It is also used with the Get Sample Data and Test Sample Data features on certain activities.
You can choose the same connection for run time and design time, which is the default behavior:
However, there are times when these may need to be different, where you want to use one connection for run time (robot) and another one for design time.
This is particularly useful when you want the robot to run under a service account but you need your personal account to access design time properties.
On your process, you can only have one robot connection for a given connector (e.g. Salesforce). However, since the design connection is not used when the robot is running, you can set it to the whichever account you need.
In case you have created multiple connections, you can select from the drop-down which connection to use, besides the default one, both for robot connection and for design connection.