Connectors

Integration Service enables integrations/connections across all products in the UiPath® platform. It standardizes authorization and authentication for the systems you want to integrate with.

About connectors

Connectors help create a secure connection in association to applications external to UiPath. A connector is a powerful pre-built API integration that provides a consistent developer experience while simplifying the integration process.

The lifecycle stage of a connector is included as a visible tag. Depending on the connector, you can see one of the following stages displayed: New, Preview, or Updated.

Accessing connectors

You can access the available connectors by following the steps below:

1. Access the Automation Cloud^TM platform.

2. On the left-side menu, select Integration Service. The windows includes three separate tabs:

   • Connectors
   • Connections
   • Triggers
3. In the Connectors tab, click the desired connector to create a new connection or update an existing one.

Alternatively, you can use the Search box located in the upper-left side of the interface to easily find the connector you are looking for. To make things easier, the feature performs searches both in names and descriptions of the connectors. So, for example, if you type "marketing", you see a list of connectors for marketing-oriented services.

You can also select which connectors you want to be displayed on the screen by using the connector catalog Filters. The available checkboxes correspond to the following types of connectors:

• Created by: display the UiPath public connectors or the custom connectors created by your organization.
• Release: display connectors based on their lifecycle stage – New, Updated, or Preview.
• Category: select between numerous business categories, such as accounting, artificial intelligence, content management, finance, productivity, sales and marketing, etc.

Note:

Connections created/updated are specific to the user and the platform.

Processes must be deployed in modern folders. Classical folders are not supported.

Working with connectors

A connector's page includes four tabs: Build, Connections, Triggers, and Activities.

Build

From the Build tab, you can start building a workflow with a connector by selecting one of the following options:

• Build an automation in Studio from scratch – to start a Studio Web project using that connector.
• Build an automation in Studio Web from template – to search for templates using that connector.
• Build an automation in Studio Desktop – to open the Studio Desktop application and create a new project.

Connections

In the Connections tab, you can view, edit, and manage your connections for that connector.

Triggers

In the Triggers tab, you can view, edit, and manage your triggers for that connector.

Activities

In the Activities tab, you can see a list of the activities and triggers available for that connector.

Governance policies for connectors

You can manage the connector catalog and connector authentication options through policies in UiPath® Automation Ops.

Policies allow you to overwrite or pre-define authentication settings (such as Bring your own app), or specify particular authentication details for your tenant or organization.

For more information, see Settings for Integration Service policies in the Automation Ops user guide.

Note: Policy deployments do not impact existing connections and workflows. A new policy affects only newly created connections.